0

I would like to see more than one field or some other field from the custom object in look-up fields on the page layout and on the dialog, which opens when the user hover-over the field. How it's possible for custom objects?

enter image description here

1 Answer 1

2

It can be done using Compact Layouts:

  1. Go to Object Manager → Open the Custom Object
  2. Go to Compact Layout → Click on System Default
  3. Clone it and create a new Compact Layout. Select the fields to be shown on the Layout. Save the Layout. (Note : You can also edit and use the System Default Layout)
  4. Click on Compact Layout Assignment. Select the Primary Compact Layout and Save.

For details, please check Compact Layouts and Compact Layout Limitations and Considerations

3
  • Hi @Sneh, Thanks for your help. It really worked on the dialog but can I show more information in the field? May 22, 2022 at 6:53
  • @itsaboutcode - Please update your question with details on what additional information do you need to show.
    – Sneh
    May 22, 2022 at 7:00
  • 2
    The Lookup field only shows the field label and the Name of the related object. The compact layout provides the other, configured detail. If you want otherwise you will have to create your own component and switch to using custom and/or dynamic forms. If you have to do things differently (personally I would push hard against this), you can solve this for (at least your custom) objects that have a text-based Name field by adding a trigger that generates the value for the Name field, based on the fields you want to show, when the record is created or one of the relevant fields is updated.
    – Phil W
    May 22, 2022 at 7:40

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .