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We are currently Experimenting with customizations in Salesforce and are trying to achieve the following:

We have added several custom fields to the Account object and want these and other fields to be displayed (and edited) in a different tab. I know it is possible to create different layouts for an object, but have not been able to figure out how to assign these different layouts on different tabs. I can only assign a layout to a profile.

If it has to be done with code, would it be possible to render a layout with a lightning component?

Move fields to other tab

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A straight answer would be - you cannot do this,

But there are workarounds, even with a customization solution.

This is a new solution but it works great:

  1. Go to your object's setup page

  2. Go to the Buttons, Links, and Actions section

  3. Click New Action

  4. on 'Action Type' select Update a Record

  5. enter all other data as you want and click save:

enter image description here

  1. The next page is a layout page - fill all the fields that you want:

enter image description here

  1. click save - now you have created the layout of the update action.

  2. You can now select Predefined Field Values as you like...

  3. now you need to add this layout to your app builder:

  4. Go back to your object setup page and open and edit your Lightning Record Page

  5. Add a tab

  6. Add to your tab the Related Record standard lightning component

  7. enter header

  8. in the 'Lookup field' enter Use this Object

  9. In the 'Update Action' select the layout you have created:

enter image description here

  1. Save the record page (and activate it if you haven't done it untill now)

That's it

Enjoy!!!

  • WOW! Thanks a lot for the effort in answering this question, very clear and well written! :-) – Stijn Mar 16 '17 at 15:26
  • This is a new feature so I want a good manual to do that... – Itai Shmida Mar 16 '17 at 20:03
  • One thing I found out - this method does not display formula fields!!! – Itai Shmida Mar 20 '17 at 5:22
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    Update: on the new Winter 18 release read only fields like formulas are displayed on the layout of actions – Itai Shmida Sep 14 '17 at 4:58

protected by Community Jan 11 at 2:11

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