---
schema_version: "1"
id: b66e8b2aa2bc8d30ca88aadd89f99e85d4134f46b416b2f2bb5eae0ea8f59f0e
title: Update the Layout of Loyalty Program Member Record Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_group_record_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_group_record_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f63427540bae20b8bb43aec3f8a14f95b7ded8f498e129a7f8fa07f65fe58778
description: The page layout for Individual, Corporate, and Group type Loyalty Program Member records are the same. But, some of the related lists on this page layout don't apply to Individual and Corporate members, or to groups. Customize the layout to ensure that the most relevant related lists appear for each member type.
products:
  - Loyalty Management
release: "264"
---
# Update the Layout of Loyalty Program Member Record Page

The page layout for Individual, Corporate, and Group type Loyalty Program Member records are the same. But, some of the related lists on this page layout don't apply to Individual and Corporate members, or to groups. Customize the layout to ensure that the most relevant related lists appear for each member type.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Loyalty Management - Growth or Loyalty Management - Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7287e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7287e72 ">To open Loyalty Program Member record:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7287e72 ">Loyalty Management</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7287e72 ">To update Lightning pages in Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7287e72 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

Here are the related lists that apply to each member type.

 
| Related List | Member Type Applicable For |
| --- | --- |
| Contact Details | Individual, Corporate, and Group |
| Loyalty Member Currency | Individual, Corporate, and Group |
| Transaction Journal | Individual, Corporate, and Group |
| Loyalty Member Tiers | Individual and Corporate |
| Loyalty Program Member Promotion | Individual and Corporate |
| Vouchers | Individual and Corporate |
| Cases | Individual and Corporate |
| Associated Groups | Individual and Corporate |
| Group Members | Group |

On the Lightning App Builder, you can add filters for every related list to ensure that only the applicable ones appear for each member type.

1. From the App Launcher, find and select **Loyalty Program Member**.
2. Open a Group type Loyalty Program Member record.
3. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/gear_icon.png), and then select **Edit Page**.
4. On the Lightning App Builder, select a related list.
5. On the Page column, click **Add Filter**.
6. Select these options:
    - Filter Type: Record Field
    - Field: Member Type
    - Operator: Equals
    - Value: Select Individual, Corporate, or Group
7. To add more filters, click **Add Filter**.
8. Repeat steps from 4 through 7 for all the related lists on the layout.
9. Save your changes.
10. Activate the page layout.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png)

Example

To ensure that the Associated Groups related list appears only for Individual and Corporate members, add these filters:

- Filter Type: Record Field
- Field: Member Type
- Operator: Not Equal
- Value: Group

To ensure that the Group Members related list appears only for Group records, add these filters:

- Filter Type: Record Field
- Field: Member Type
- Operator: Equal
- Value: Group