Questions tagged [page-layout]

Page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal

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14 views

Why can only admins see additional fields in Approval Request detail screen?

In Lightning when an approver clicks on one of the "Items To Approve", he is taken to the Approval Request detail screen. Here it shows approval status and just two fields: Name and Lead Owner. ...
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1answer
14 views

put lightning component horizontally in one line

How can we put lightning component beside the each component? I would like to put two components like the attachment in the record page, by changing the size of component width. Anyone knows how to ...
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1answer
17 views

Activity buttons unavailable in Cases, but available in other objects

I'm having a hard time dealing with activity buttons (new task, record a call, new event, send email) in the Case Lightning page, although they do appear in other objects (pages in Spanish). ...
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12 views

Lightning Service Console - need a mini detail component?

In classic service console, we have our page layouts that drive the record details. On the left side of the page, there is a small "component" that uses the OOTB mini page layout stuff and custom ...
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20 views

Quote Line Item Multi-Line Layout

I entered the product code field (standard field - product2 object) in the layout but this is not displayed in the layout. Why?
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2answers
49 views

Page Layouts: Two users with same profile have different layouts?

I have two users that have different roles but the same profile. I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
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1answer
31 views

Create List View Action to call apex method

I have a set of list views for my Custom_Object__c and these list views are visible in the community. I need to create a custom action for the Custom_Object__c list view. Then user should be able to ...
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24 views

on clicking any pencil icons to update the record, the currency data fields that are in SEK change to SGD

on clicking any pencil icons to update the record, the currency data fields that are in SEK change to SGD (User's local currency). On saving the records the currency changes back to SEK. This should ...
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0answers
26 views

What causes leftover XML to exist in files when a component is deleted via the UI?

I've had interesting situation come up today when doing a metadata validation on a very large package. An error was occurring on a Page Layout where it was expecting that a QuickAction should also be ...
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1answer
21 views

Users with specific roles are not able to see work order list in case

We have a case layout which have related list of work orders: Some users are able to see the list in the case object. I tried with user having System Administrator profile: When I logged in with a ...
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1answer
21 views

How to remove Notes & Attachments from all layouts now that I have Files and Enhanced Notes?

Is there an easier way than to go to each Page Layout in Salesforce and remove manually from each? like maybe to un check something on the profile or the User? I already have Files and also Enhanced ...
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2answers
33 views

Disable “Change Record Type” from page layout

What is the way to disable "Change record Type" functionality from page layout? I want users to see record type of this account, but not change it. I have removed all quick actions from page layout ...
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28 views

Custom lightning record page is not showing in mobile app

I created a custom lightning record page and replaced my custom objects's record page with it. It is working fine in Desktop but in mobile app the record page is still old although i have assigned new ...
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1answer
40 views

Adding Lightning list view buttons?

Everything I have found says to go to setup>objects>Custom Object>Search Layouts> list view layout to add buttons to the list view page of a custom object in lightning experience. I have confirmed ...
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1answer
27 views

Vf Page in Pagelayout

Is there any way to find the presence of vf page in page layout without using any migration tool ? I need to prepare a document which must have the list of vf pages that are in page layout of ...
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23 views

How to refresh record page when related objects are created

When a user adds a related object on a contact you can see the newly added record instantly. However in a trigger we add another related object to the contact (an Opportunity) and to see this newly ...
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1answer
28 views

How to show File quick action in the lightning page?

File Quick action is not showing on the lighting page but the in page layout File is added to Salesforce Mobile and Lightning Experience Actions. Please advise how to make "File" Quick action visible ...
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17 views

Files Related List on Case Page Layout not displaying

The File Related List in the Case Page Layout is not displaying if the 'Enable Chatter' options is disabled for a specific profile. But since Summer '16 Files are decoupled from Chatter, but I can't ...
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1answer
111 views

Access custom object inside Visual force page set with standard controller to Contact

I am trying to add custom visualforce page in standard contact page layout. For that I have created one VF page that has standardController set to Contact in order view it in contact's page layout. &...
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35 views

What feature do I need to enable to see Question-Question Layout or Reply-Reply Layout?

I'm having a bit of trouble recreating this and I'm not sure where to look. One of the orgs I performed the metadata API retrieve on has a couple layouts called Reply-Reply Layout.layout and Question-...
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1answer
36 views

Add Custom Button to New Lead Edit Screen

Is it possible to add a button to the New Leads flow? Once a lead is created, I'd like to have the option to click save and create a new task. "Save & New Task".
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54 views

Layout field values not updating on initial browser refresh after update from modal

I have a lightning component which is a modal being called from a button on the record view. You can update fields from this modal and save. After the save, the record is saving fine in the database, ...
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2answers
42 views

Grant access to Quick Action in Lightning to some users only

I have created a Quick Action button, that basically calls a webservice and displays the data in a popup window. Right now, I only want certain users to have access to the Quick Action button. I ...
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1answer
31 views

Related List is not showing up…?

I'm having an issue that a related list is not showing up on the detail page of the Asset object. When I try with the 'System Administrator' profile it shows up, but when I try with other profiles, it ...
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1answer
39 views

Top-Down Tab Key Section not working in Page Layout

I'm also creating custom page layouts for this custom object, and want them to be able to tab down, rather than left to right. I believe I have the correct option chosen, but it does not tab correctly....
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1answer
22 views

Different display name of field depending on page layout

how do I set different display names for a single field in multiple page layouts?
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0answers
9 views

How to remove the mask that overlays the Canvas App when it is in a Page Layout?

I am trying to place an app into the page layout using the Canvas App feature. However, when it is placed into the Page Layout, there seems to be some kind of mask over top of it which means you ...
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1answer
150 views

Influenced Opportunities Related List on Campaign not showing Opportunities

I have a Influenced Opportunities related list that is showing no opportunities on the Campaign page but when I click on the related list I can see the opportunity records. The opportunities have "...
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2answers
180 views

Hide/Show detail page button based on condition

I have created a detail page button "Edit" in Account object. I want to show the button on account record if the account is "X". and to hide for other accounts. is it possible to hide the button on ...
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1answer
18 views

How to enable Stage History(Opportunity) Related List to be visible in Lightning Experience?

Stage History(Opportunity) Related List is visible in Classic only. The related Stage History list is already added to all Opportunity page layouts but it is visible only in Classic. How to enable ...
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1answer
18 views

How can i integrate a section in Related Lists with the standard Lead Page

Could you please help me to know, how can i integrate a section with the standard Lead Page. I have tried to embed a visual force section into a standard page layout, I can add that section in "lead ...
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26 views

Community Cloud Case Page Layout Fields Label Hidden/Invisible

In my detail page in the community cloud, the field labels are hidden in View Mode. Not sure why? This is a standard page layout from Cases. In edit mode, it is slightly different. In Edit mode of ...
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44 views

Visualforce page widget for classic appears in clone and edit modal in lightning mode

If I add visualforce page to Salesforce Page layout (for example Opportunity layout), I see it in Clone and Edit modals in Lightning mode. Is there a way to not expose them ?
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24 views

AppExchange listing install error

Me and my team are developing an ISV app. We have uploaded our package and created a private listing. Currently trying to test installing from our private listing. We are installing an unmanaged ...
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1answer
55 views

Button Section Not Visible in Page Layout's Related List - Quote Line Items

I have a custom Object and from Quote Line Item I've created a lookup for my custom object and added it as a related list. For some reason I can't see the button section in the related list settings ...
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19 views

Adding User Geolocation to Task Record

I’m looking to add functionality to the new and edit Task layouts (specific to Salesforce Mobile), so that when a user completes a task their current location is added to a custom geolocation field on ...
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2answers
379 views

LWC Composition for Custom Layout inside a lightning-record-form

I have a SObject with multiple display layouts. Now, I want a way to display a particular layout in my lightning-record-form with different lightning-input-field. I don't wanna attach all the fields ...
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47 views

Using an Object Page Layout in custom aura:component

I would like to be able to create an aura:component that acts like the standard Record Detail for an Account Object. It should display the fields with edit buttons that allows for saving changes while ...
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1answer
213 views

Standard Button is not showing in Lightning

I am not able to see standard button "Sort" on Quote Object / Quote Line Item related List on Lightning. Only two buttons are visible. I check the related list property -->button --> all button are ...
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21 views

Email Action Not appearing in Case Feed

I have deliverability set to All Emails I also have enabled email-to-case What else could stop the email lightning action for showing on my cases? This is a video of the problem. https://www....
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32 views

Need to remove View Relationship button from the Contact related list on Account

Picture Showing View Relationship button Hi, I have a related list of Contacts on Account and I am seeing this view Relationship button, any idea how to remove this?
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2answers
413 views

How to get Page layout name dynamically in apex?

I have a requirement where i need to get page layout name dynamically in apex on the basis of record type(page layout associated with it) selected by user. I am overriding account's new button in ...
2
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1answer
185 views

How do I retrieve all user layouts using Ant Migration Tool?

When I go to the list of User Page Layouts, I see that there are three different User layouts available in my organization Page Layout Name User Layout User Profile Layout Community Member Layout ...
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1answer
45 views

Why I am getting Page Layout new screen, I need to have old Page Layout Screen

Hello I am not able to edit Page Layout in Lightning, but when I go back to Classic and try to edit the Page Layout it gives me the attached view, not sure whats wrong in Page Layout design, I need to ...
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31 views

Execute Code On Standard Page Layout

My goal is that whenever the Account page layout loads, custom code is executed. And, in order to execute the code properly I need to access the account object that is displayed on the Account page ...
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1answer
69 views

FSL App Action Layout [closed]

Is it possible, if Radio Button is checked then a Text Field required? We have 3 travel types, Car, Carsharing and public transport, if Car is checked the field "Mileage Start" must be required. Is ...
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1answer
44 views

Page layout isn't being installed from managed package?

I have metadata that contains a new page layout for Account. When I deploy this metadata to a scratch org, the page layout shows up in the Object Manager as expected. But when I include this metadata ...
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0answers
15 views

Display expanded quickactions buttons on related lists on 3 region split layout

I have a 3 region split layout where there's more than enough room for a "New" Button which is hiding collapsed under the arrow but it's auto collapsed with this kind of layout and I can't find a way ...
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2answers
383 views

Lightning action(Email & Task) buttons not showing on Lead

I have the following configuration set and still Email and Task buttons not showing in the chatter lightning Lead Object: 1- Deliverability = All Emails 2- Task Has a record type 3- Feed Tracking ...
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1answer
88 views

Add Visualforce Page that is just a Button to the Custom Buttons Section of Page Layout

I had a custom button that used OnClick JavaScript behavior and when it was clicked would execute a bunch of JavaScript which would ultimately build a url and open it in a new window for the user. ...