Questions tagged [compact-layout]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0
votes
0answers
16 views

For some profiles a quick action layout is showing the fields present in compact layout

I have added a new quick action with one formula field on account object. The formula field is exposed on the Flexipage. But, for some profiles the layout expose fields present in compact layout. Has ...
0
votes
1answer
108 views

How to Fetch Mini Layout Fields inside Salesforce Apex Class?

On Mini Layout we have Fields & RelatedList, I want to ask on how we can get/Query the Selected Fields for an Object on Mini Layout Page in the Apex Class? I am using the following code snippet, ...
1
vote
0answers
403 views

Configure related list in compact layout (hover)

I want to manage the related list visualised in the compact layout hover that appears when I put the mouse cursor over a lookup field. For example I want to configure which related lists to display ...
0
votes
1answer
417 views

Add field to label in highlights panel

I have a custom object 'Recipient' with a custom field to include last name. I need to display both the recipient's first and last name in the label portion of the highlights panel - right now, it ...
2
votes
2answers
835 views

SFDX: command to retrieve Compact Layout from Source org to Visual Studio Code

I want to retrieve Compact layout to visual studio code from the source org. Currently I'm using following command. sfdx force:source:retrieve -m "CompactLayout:Lead-English Courses" But ...
0
votes
1answer
161 views

Changes in compact layout only occasionally show in highlights panel

I am having problems changing the fields that are shown in the Lightning highlights panel. In theory, these fields are the first seven that are assigned via the compact page layout. In practice ...
1
vote
1answer
702 views

How to remove compact layout from object?

I have a compact layout on an object that I previously used, but no longer use as I reverted to the System Default layout: I naively assumed that removing it would be simple to remove, either through ...
2
votes
1answer
402 views

How to get compactLayouts through apex Metadata API

I am trying to get compact layouts using metatadataapi. I am using https://github.com/financialforcedev/apex-mdapi/blob/master/apex-mdapi/src/classes/MetadataServiceExamples.cls this repo to get ...
1
vote
0answers
242 views

Add Salesforce Compact Layouts to Custom Dynamic Lightning Component

We are trying to use some of the standard LEX functionality for a Custom Dynamic Lightning Component. We have a custom lightning component where a user would choose one of 5 objects (but could end ...
2
votes
3answers
8k views

How to get CompactLayout through metadata - Package.xml

I'm trying to get the CompactLayout through package.xml but I don't its retrieving here is my package.xml looks like: <type> <members>my_custom_object__c-my compact layout</...
0
votes
1answer
42 views

How do we call these layouts?

I am very curious to understand the difference between these two task/log a call layouts. Are they compact layouts? The task layout in the Opportunity detail page allowed me to add multi-picklist ...
1
vote
1answer
2k views

How to add Multi-pick list field to Compact Layout of Task in Lightning Experience

I have a Multi-pick list field in Activity, I want that field to be added in Compact layout of Task object. The Compact layout displays all the fields in the Available field section except Multi-pick ...
1
vote
1answer
1k views

In Lead conversion, existing Account and Opportunity standard and custom field values are not visible in lead convert page

Created Lead with company name which is already available in the Account. Then I converted the lead to Account and Opportunity. In lead convert page I selected the existing Account, In Account compact ...
1
vote
0answers
467 views

Einstein Analytics Binding statement for Year to Date where date is listselector

I have a list selection for Production Date (Year--Month for ease of selection). I have a number that is the credits that should be filtered year to date based on the selected Production Date. I ...
0
votes
1answer
3k views

Remove Buttons From Compact Layout in Lightning? [duplicate]

I have a custom object and it has a lookup field to Accounts, Contacts, and Leads. Using recordTypes I have 3 different layouts so that only the relevant lookup is seen on the page layout. The page ...
2
votes
1answer
2k views

Simulate Record links (including compact layout hover) in Lightning component

In Visualforce you could add an apex:outputLink to a page and had a link that showed a Mini layout on Hover. I want the exact same thing in a custom Lightning component. Add a record link and have a ...
1
vote
1answer
1k views

Why do changes to the Contact Name Highlights Panel not appear?

By default the Contact Page Hightlights Panel shows Title, Account Name, Phone, Email, Contact Owner. I wanted to shorten this to just Account Name, Phone, Email. I made my change in the Page Layout ...
1
vote
0answers
117 views

CompactLayout REST API returning only Primary Layout

I am using Metadata REST API to call all the compactLayout /services/data/v41.0/sobjects/sobject__c/describe/compactLayout But it is returning only 1 compactLayout not all. There is one more API ...
0
votes
1answer
272 views

I need to add custom buttons on Salesforce1 Compact Layouts

I am using Conga Composer for merging fields of the Lead record and creating a template.But that button is not visible on Ipad, most probably because no compact Layout is created so far.But how is it ...
0
votes
1answer
1k views

Compact layout for an object not getting assigned to that object

Below is the use case: Create a compact layout for the Contact object called 'Phone and Email'. The fields on the compact layout should be Name, Phone, Mobile, and Email. Set the Compact Layout ...
0
votes
1answer
1k views

Retrieve Compact Layout via APEX

I need to retrieve the compact layout via APEX in order to generate the query. I would like to do something like: String entity = 'Lead'; String fields = retrieveCompactLayoutFields(entity); String ...
1
vote
0answers
233 views

Task Record Type Compact Layout not Displaying as Expected in Publisher Feed

I have built an Object-Specific Action on Contact that creates a Task of record type "Payment Entry Task". The action successfully creates the task, and the task is of the correct record type. But, ...
1
vote
0answers
549 views

Where is the Case compact layout used?

In the Salesforce.com release notes on Compact Page Layouts (here), it says: "In Salesforce1, compact layouts determine the fields that show up in: An object’s record highlights area An object’s ...
0
votes
1answer
2k views

Knowledge Article Deployment Error

I receive the following errors when I attempt to deploy the metadata for 3 new article types (their objects). I understand the error is due to the compactLayoutAssignment, but I don't know what the ...
6
votes
1answer
4k views

Salesforce1: Compact Layout vs Page Layout

I'm reading the official doc of salesforce1 but I'm not able to find this Can I set salesforce1 to use a compact-layout when a record is open in mobile or user a page-layout when it is open in a ...