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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1answer
44 views

Throw error if user enters a decimal value in an integer field

I have defined a Number field in a custom object with length 18 and 0 decimal places (Number(18, 0)). User can still enter a decimal value in page layout, but on saving the record, it removes anything ...
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14 views

I am unable to remove custom button from an object

I am trying to remove custom buttons from object page however I can not see either option to delete or remove it for particular profile user.
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1answer
19 views

Page layout displaying fields that are not available in object

I using FSL for our project. On the Shift object page layout, I can see two extra fields: Territory Start Time (GMT) and Territory End Time (GMT). See the image below: However, when I go to the Setup-...
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1answer
33 views

How do I have different pages layouts based on a CustomField value?

In my ORG I have an user shared to many people. There is an object that contains some custom fields. I would like to configure a page layout that would display a subset of these custom fields based on ...
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11 views

Disable email option from chatter feed for profile

We are using 2 profile with same page layout with case chatter feed enabled . Trying to hide email option from chatter feed for one of the profile . Is there any way to do so , Tried to check chatter ...
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23 views

How to load the same window instead of opening a new window on click on custom button?

I have created a custom button as New Case on case list view page. when I click on that button it open in a new tab. I have used this :- window.open('{!URLFOR($Action.Case.NewCase,Case.Id )}'); This ...
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1answer
133 views

Dynamic Component isnot working in Lightning Page

We have created a custom object with a lightning page where we have included dynamic components - ie. filtered according to the value in a picklist field. We are receiving the error in sandboxes while ...
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33 views

Make Long Text Area custom field to be available ONLY in Edit Layout

I have a long text area field which hold around 130k chars on Opportunity Standard page. The field gets stretched when a lengthy text is entered which is then making the user to scroll a lot to reach ...
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24 views

New Event button visible on top of the page even when not added to layout

In one of my sandboxes [Let's call it Sandbox 1], the 'New Event' button was added on account layout in the section 'Salesforce Mobile and Lightning Experience Actions'. At that time, the button ...
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1answer
36 views

I need to change a required field to not required

I want to change one of my field from required field to not required field (for specific Page Layout) and I tried the next process (Go to Your Name | Setup | App Setup | Select the object you need to ...
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38 views

Add a Custom Field at the start of a section in a Page Layout using Metadata API

I am trying to add a Custom Field in a section on a Page Layout via Apex Metadata API. Not sure how do I update the layout once I create and populate a new instance of LayoutItem. Ideally I want the ...
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0answers
38 views

Dynamic rich text component not letting the field(checkbox) used in it's filter to but ineditable

Requirement: Display a message/pop up/banner on Lead and Account record pages to make it evident that Lead or Account are of particular department. There is a checkbox which could be used to identify ...
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48 views

Page layout section header not shown on Edit record even if section header for show on edit page is true in lightning Salesforce

I have added a section on page layout and set the Show section header on Detail Page as false and Edit Page as true. So, I don't see section header on Detail which is fine. But I don't see section ...
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0answers
31 views

Unable to place a headless LWC on Case page [duplicate]

I created a headless LWC for a Record Action according to the documentation here: https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_quick_actions.htm&type=5&release=232 I'm ...
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39 views

Adding a button on a page Layout Section

I created a custom button that calls aVlocity omniscript and i want to add it inside a pageLayout section. is there any suggestion to see the button on the page Layout section instead of finding it ...
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2answers
57 views

Tooling api sObject type 'Layout' is not supported (Permissions)

We need to work with layouts, though Apex code failed with an error for non-admin users. Error message: [{"message":"sObject type 'Layout' is not supported.","errorCode":&...
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11 views

Existing page layouts in the organization don't disappear if they’re not included in the .zip file

According to this page in the metadata api developer guide - A deployment containing page layout assignments replaces all existing page layout assignments in the destination organization with those ...
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21 views

Hide a record in Edit Page Layout

Hi, I have been trying to hide a section in a layout with no success, the requirement is to hide it in new/edit page layout and not in the details page. I tested the option to use the section ...
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0answers
26 views

Have different Page Layouts for one Record Type

We have multiple Record Types on the Case Object and we want to add a new Record Type where we want to have three different Page Layouts for the new Record Type. Based on a Field Value we want to show ...
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1answer
25 views

How do I bookmark various accounts/records ? similar to adding bookmarks to a chatter post

I visit multiple accounts/records on our salesforce platform daily and wanted a way to be able to bookmark aka create a running list of records I would like to return to at some point. Similar to what ...
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2answers
79 views

How to display different record types as related list under an object?

We have a 'Policy' object, with several record types Air Car Type etc... They all have a lookup to 'Account', but each has it's own set of custom fields, that's unique to the policy. I want to ...
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2answers
48 views

How To Hide/Display Page Layout Information based on the picklist filed selected

I have a Picklist field(current Status) where I need to display the Page Layout information to the user based on the selected value in the picklist filed . I have seen a couple of similar posts where ...
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1answer
31 views

How to make the fields as editable and not editable based on the picklist field selected

I have a requirement where i want display the fields in a section as editable and non editable based on the picklist field(status) . I have custom Filed status when user select as N/A the fields in ...
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0answers
28 views

RecordTypes and Dynamic Page Layouts

Is it possible to change the visibility of the fields on a page layout based off of a RecordType? I understand that I can change the page layout for different object for different profiles but I don't ...
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1answer
50 views

How to change Section name on page Layout for custom object [closed]

How can we change section name on page Layout for custom object . I want to change the section name from Car Information to car details
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0answers
34 views

In related Contacts list it shows account field instead of contact fields

I am seeing some discrepancies with related list page layout deployment. The columns are shown in Contact related list on custom object page layout changes when deployed to the instance. Columns in ...
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21 views

Error when escalating case via chatter feed

I get this weird error whenever I try to escalate a case from the chatter feed on my case record pages. You can see the case escalates properly, it just takes me to this page. This only occurs from a ...
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1answer
65 views

Why Are "Opportunities" showing up twice under related lists?

On my Account and Contact page layouts I am seeing two "Opportunities" under related lists... Opportunity object only has a lookup to AccountId and my Account object has no lookup to ...
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1answer
31 views

Macro Instruction - cannot select Record Details for Instruction Region

In the Macro Builder why can't I select the Record Detail component as a Region to add Instructions and update fields? I have configured the Page Layout as a Feed Layout. I can select fields from the ...
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0answers
23 views

"Create Follow-Up Event" button not visible despite it is on the page layout for Task object

As an andministrator, when I create a Task of certain record type, I can see the "Create Follow-Up Event" button. But when I login as another non-admin user I can't see the button The non-...
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1answer
48 views

User not able to see section in page layout in Production but able to see section in qa [closed]

User has same profile and settings in production and QA environment. But he is not able to see a section in the page layout for a particular record. I checked in QA with the same setup and it is ...
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1answer
145 views

Unable to drag Mobile and Lightning Action button into Cusom Buttons in Page Layou

I am attempting this trailhead. I am unable to verify the step because I cannot follow the instruction: 8c Under Opportunity Detail, click and drag Calculate Discount onto Custom Buttons. How can I ...
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0answers
44 views

Blank spaces do not appear in Salesforce lightning experience page which is using Dynamic forms

I am trying to add a blank space on a page layout to separate out fields for an object. Dynamic form was enabled for a lightning page using this layout. However, the separation of the fields with the ...
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1answer
100 views

Quick Action on Opportunity not showing

I created a Quick Action on Opportunity that creates a task of a certain record type however it does not show up. I am not sure why? Quick Action Page Layout Page
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1answer
67 views

How to properly add changes to releted lists to the repository?

I have a task to make changes to the display of fields in a standard related list. For this purpose, I create a scratch org and make changes. Then I use the commands: sfdx force:source:status sfdx ...
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1answer
138 views

Deployment Error: We couldn't retrieve or load the information on the field: Record.OwnerId

The changeset deployment is for a lightning record page, but it's a detail of a master-detail which is also in the deployment. I know that a detail does not have a Record.OwnerId, because it uses the ...
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2answers
96 views

Experience Builder: create different pages with same page layout?

building a community with different pages that all use the same page layout (aura component). however, with multiple pages using the same layout, when I edit one page, all of them are changed. is ...
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1answer
12 views

Activities Component showing for all users in the same profile & role except for one user

For some weird reason, all users with the SAME Role & SAME Profile can see the Activities component EXCEPT for one user in that role & profile as below: I have checked the Page Layouts are ...
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1answer
34 views

Field Permission on Page Layouts

I want to make a field editable for only 3 people. I have given edit access from profiel, The field is read-only on Page layout . is there a way I can make this editable on page layout for these 3 ...
1
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0answers
186 views

ActionId dependency in deploying Page Layouts

I am trying to deploy changes from a a github branch into a Salesforce Sandbox but keep getting the following error(s): Case-ACH Bounce Layout Page Layout 0 0 The ActionId specified was invalid ...
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1answer
36 views

Certain Profiles Unable to View Related List on Custom Object

Related List is shown for admin and not for other profile, even this profile has access in child object read, and in the fls too. can someone help me to figure it out please.
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1answer
72 views

How to Customize the Compound field view on UI in lead object?

How can I customize the layout compound field name on lead object. I want to display my salutation, firstname, lastname, middlename, suffix below Name field label like in below picture How can I ...
1
vote
1answer
201 views

Hide a section in pagelayout of record page

I am having a section in Person account page layout which contains three fields. In account record page I can able to see that section and also while creating new account also I cam able to see. But I ...
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1answer
357 views

Field Visible in Classic but not getting displayed in Lightning layout

I have created a new field called as Abc__c Have given all the required FLS for the field as well. The field is visible in the classic view but not in the lightning view. I have cleared Cache and have ...
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0answers
21 views

Global actions on lightning page layout, chatter and activity behaviour

I've been trying to uniformize the WorkOrder and WorkOrderLineItem objects. Specifically the display of global actions on the Chatter/Activity. In the WorkOrder object the global actions are displayed ...
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1answer
49 views

Record type field is not present in UI

Scenario is I want Communication Attribute field present in record type but field is already present in record type detail page but when i insert record via UI in record type field is not present.I ...
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0answers
22 views

How we can get metadata regarding Salesforce Dynamic form layouts using Ui-api or other rest api

I am trying to test and implement dynamic form layout for a mobile App(Custom App). For page layouts metadata I was using Ui-api. But metadata for dynamic form layouts is not in Ui-api. Where we can ...
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0answers
123 views

Two users with the same profile but able to see different field

I have two users with the same profile but they should be able to see only their own field. In my case, I have two accounts fields. Account 1 and 2. User 1 will be able to see account field 1, same ...
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0answers
84 views

Enhanced Related list in Lightning page not showing as a list view

I'm configuring a Lightning Record Page on the Account object. I am using the Header and Right Side template. When I drag a related list to display in the page, the list does not appear as a list view ...
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0answers
166 views

Margin Padding issue on LWC

I set up a parent component that integrate multiple other component. In the meantime I have with space cause by margin and paddding issue in the slds-card__header slds-grid. Have a look: Those margin ...

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