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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Next Experience display preferences

Configure Next Experience display preferences to achieve the UI that works best for you.

Before you begin

Role required: none

Procedure

  1. Navigate to User Menu > Preferences > Display.

    In the Next Experience Unified Navigation, the user menu appears as your user icon or initials.

  2. Select the toggle next to each option to turn the preference on or off.

OptionDescription
Image omitted: pol-pref-organize-forms-lists.png
Organize form sections and related lists into tabs in classic forms.
Displays forms and related lists in tabs so you can navigate directly to form sections.
Image omitted: pol-pref-line-breaks.png
Put line breaks in lists.
Enables you to create a new line within the same list entry.
Image omitted: pol-pref-quick-favorite.png
Show ability to quick edit favorites
Enables the ability to edit the name and location of a favorite when adding it.
Image omitted: pol-pref-compact.png
Load related lists in classic forms.
Loads related lists in classic forms at one of the following times:- With the form - After the form loads - On demand
Image omitted: pol-pref-help-tips.png
Use compact spacing mode.
Optimizes the spacing between form fields, controls, and list rows and columns, displaying more content on forms and lists.
Image omitted: pol-pref-help.png
Show help tips on forms.
Provides tooltips to use and configure features in the instance.
Image omitted: pol-pref-top-navigation.png
Always show top navigation.
Sets persistent top navigation when opening a new window from the menu so you can continue to access your menus.
Image omitted: pol-pref-menu-filter.png
Show results from other menus when filtering menu items
Shows results from all menus except the History menu when filtering from any menu in the Unified Navigation. If turned off, menus show results only from the menu you're filtering from. The All menu returns results from all menus except the History menu regardless of this setting.