5

I needed to output some text on a custom object and managed to do so by embedding the following VF in the Custom Layout:

<apex:page standardController="Standard_Controller__c">
    <apex:outputPanel layout="block" style=" height: 50%;">
                <apex:outputText style="font-style:italic" value="Test">
    </apex:outputText>
            </apex:outputPanel>
</apex:page>

However, the same VF does not appear in the standard edit page layout. Does it mean that this is not possible?

Thanks,

I.

3

Hi this has been delivered in Summer 16'. See this Idea for reference.

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  • Please note that this is not a social media site. We do not use hash tags here, and they do absolutely nothing to improve content. – Adrian Larson Jul 26 '16 at 12:34
  • 2
    I see a comment that it is only released for lightning. Actual release notes would be a much more logical link. – Adrian Larson Jul 26 '16 at 14:55
  • Received feedback from @AskSalesforce on twitter that this is Partially Delivered. And what that Partially is not clear. – Anup Prakash Jul 27 '16 at 13:28
  • @anupprakashh this is partially delivered in summer 16 success.salesforce.com/ideaView?id=08730000000Br8CAAS … Thanks! ^RG – Anup Prakash Jul 27 '16 at 13:32
  • Is there any updates on this? It can only be done in Lightning still, correct? – TheAdmin Dec 13 '16 at 8:54
2

EDIT:

So this feature apparently is not available, but you can vote for it on the ideas exchange here. It is potentially on the product management team's roadmap.

ORIGINAL ANSWER:

It sounds like VisualForce is overkill for your use case, but regardless your question here is about how to embed a VisualForce Page in an Edit Page Layout.

First, begin editing your Layout. Click VisualForce Pages - Section.

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Once you have added a Section, you will be prompted to give it a Name and specify if it should be displayed on the Detail Page as well as the Edit Page. Make sure Edit Page is checked.

enter image description here

If you click the little wrench icon in the top right to edit its properties. You can want to go back and add this option to an existing section, hover on the header and you will see a little wrench icon that will bring the dialog back up.

enter image description here

  • are you sure? OP asked for VF page embedded in Standard Edit page -- I can only get VF pages to appear on Standard Detail pages – cropredy Mar 6 '15 at 2:50
  • Huh, I guess I always assumed that checkbox did what it purported to do. It is potentailly on the roadmap...success.salesforce.com/ideaview?id=08730000000Br8CAAS. – Adrian Larson Mar 6 '15 at 2:54
  • 1
    if it were possible, then overriding the Edit button would be used less frequently. at least this idea has a shot at happening unlike most of mine :-( – cropredy Mar 6 '15 at 5:35
  • @AdrianLarson tried to do this yesterday - do you know why it isn't working for me? is it because the edit instance is something hard coded in SF and cannot be modified - unless you override the whole edit button functionality? – TheAdmin Dec 13 '16 at 8:53
0

add a section on the Standard_Controller__c object page layout and pull this page into it. It will displayed on detaile page. But when you click edit (I mean on edit page you can not see it)

  • are you saying that there is no way to display it when editing the page? Thanks. – paranza Mar 5 '15 at 18:14
  • If you replicate the standard page on a vf page you can show that custom Vf part which you are willing to show. If not my answer to your question is YES. – Suresh Mar 5 '15 at 18:28
  • I believe he's saying that the only way to display the VF markup you provided above is to completely recreate the standard edit page using the standard controller, and add in your code as well. Visualforce pages added into a page layout do not display on edit. – Matt Britton Mar 5 '15 at 20:23
0

Aside from Suri's solution, you could also create a field on the object with your value, then display it as locked. Would need to know more about what you want to display before you do this.

  • thanks for this. I will only need to display a fairly simple textual information that needs to be visible on the Std edit layout, too. I have forgotten to mention that my custom object is actually a record type - does this open up for other potential ways to display the text? – paranza Mar 5 '15 at 22:01
  • You mean your custom object has one or more recordtypes? That doesn't impact anything. I would create a custom field to display your text and add it to the layout. Note that formula fields are not displayed in edit mode, so just create a text field with your value as the default, and then lock it on the layout. Another option that might serve well here is to put your text into a section header on the layout. Make sure to make it viewable on edit. – Matt Britton Mar 5 '15 at 22:04
  • thanks once again. I have tried to create a Text custom field and assigned the default value of "This is my text", then made it READ-ONLY. Although i can see on the edit page, it expects a user input and does not output the default value. Am i missing anything? – paranza Mar 6 '15 at 0:02
  • Default values are only set when a new record is created. You will need to use the dataloader (or Jitterbit, Demand Tools, etc) to set the value for all existing records. This is the advantage of putting your text in the Section Header on the page layout - it automatically populates on all records, though it is a little easier to miss from a user's POV. Also, as a System Administrator, you have the ability to edit all fields regardless of whether they are locked on the layout. Log in as a user to make sure the "lock" worked. – Matt Britton Mar 6 '15 at 15:20

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