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Full Printable View entry
How-to guide

Add the Printable View action to a record page layout

Printable View on a record is a page-layout action. Here is how an admin adds it so users see a Printable View button on a record detail page in Lightning Experience.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Jun 16, 2026

Printable View on a record is a page-layout action. Here is how an admin adds it so users see a Printable View button on a record detail page in Lightning Experience.

  1. Open the object's page layout

    In Setup, go to Object Manager, choose the object (for example Account), open Page Layouts, and edit the layout you want the button to appear on.

  2. Find the Printable View action

    In the layout editor, select the Mobile and Lightning Experience Actions section of the palette. If it still shows the default action set, click the override link so you can add your own actions.

  3. Drag the action onto the layout

    Drag the Printable View action into the Salesforce Mobile and Lightning Experience Actions area, then position it among the other buttons in the order you want.

  4. Save and test

    Save the layout, open a record that uses it, and confirm the Printable View button appears. Click it, try Expand All and Collapse All, and print to check the output.

Key options
Page layout assignmentremember

Controls which profiles and record types see the action; assign a layout with the action only to the users who should print.

Search Layout Printable View checkboxremember

On the object's search layouts, toggles the report-style Printable View button for Classic list views independently of the record action.

Field-level securityremember

Fields hidden from a user's profile do not appear in that user's printable output, so the printout respects existing access.

Section expand stateremember

Sections collapsed on the detail page stay collapsed in the printable view until the user chooses Expand All.

Gotchas
  • The report Printable View button exists only in Salesforce Classic, not in Lightning Experience.
  • Users need both Run Reports and Export Reports permissions to use Printable View on a report.
  • To print a queue-owned record, a user needs View All Data or membership in that queue.
  • You cannot drop individual fields from a printable record layout; use a report or document tool for that.

See the full Printable View entry

Printable View includes the definition, worked example, deep dive, related terms, and a quiz.