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
862
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34
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What determines the layout of the New and Edit actions on a record?
When I added a Field Section component (Dynamic Forms) to a lightning record page, it overrode the page layout for New and Edit actions, removing those fields (which are also on the record page as ...
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0
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28
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Migrating page layouts not working (using Copado) [closed]
I'm in an environment where Copado is the only tool allowed for release management, so I can say this is happening with the Metadata API but not sure about change sets.
I initially deployed custom ...
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41
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Case Page Layouts - Insufficient priviliges
When trying to open any of the 8 Case Page Layouts in sandbox I suddenly get the error 'Insufficient Privileges'.
I've checked:
I still have access to page layouts on other objects (e.g. ...
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1
answer
22
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Mulitipicklist filtering in dynamic page
Can I apply a filter on a field in a dynamic page with the options chosen in another multi-picklist field?
It will work for a normal picklist but for multi picklist is it possible?
When I checked I ...
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2
answers
57
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Does CumulusCI help with the deployment of per version layout and flexi-page changes?
I'm wondering what the best way to use CumulusCI is to deploy changes that managed package upgrades usually skip. The common problem areas are:
Layouts
Flexipages
Picklist values
We package daily ...
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1
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19
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Custom Field Not Visible on Page Layout in Production Org
I am having what seems to be a weird issue. I added a custom field titled "Status" to the Account object. I then went into the page layout and added this field while also marking it required....
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1
answer
42
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Display Created Date DateTime field as DD/MM/YYYY, HH:MM:SS (am/pm) in record detail page
I've been trying to figure out how to display Created Date field with the format:
DD/MM/YYYY, HH:MM:SS [AM/PM]
By default, Salesforce displays it as DD/MM/YYYY, HH:MM [AM/PM]. See picture below.
I'm ...
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0
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23
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How to auto expand/show all by default in the 'Related List Quick Links' component in the Contact Page?
As you can see, it shows a Show all(13) button to expand the list. I want to have it expanded by default.
In the information button above it says 'To customize quick links go to your personal settings,...
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36
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How to select a record type when I click "New"?
I'm still learning, so my question might be simple but I can't seem to find the answer I need on Salesforce help or trailhead...
I have created two record types for a Contract object, two page layouts ...
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24
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How could I remove the quick action on the search bar?
The "Change record Type" is a quickAction that has visibility conditions in the Flexipage. However, it is showing in the search bar as the picture bellow, even if conditions are not being ...
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1k
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Invalid property show legacy activity component error deployment
how are you? I have the following problem, I was assigned to be able to send emails from the chatter in opportunities, I created a quickAction and added it to the layout, then I went to the page ...
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0
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23
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Page looks nothing like page layout
super new to Salesforce. We have a custom object called "Evaluator."
However, when we created different layouts for this object. However, the page layout editor looks nothing like the actual ...
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0
answers
27
views
Hyperlink Formula Field not displaying on desktop
I have added a formula field that generates a hyperlink.
HYPERLINK(custom_field1__c+"text/alttext/"+custom_field2__c, custom_field2,'_blank')
This field populates a working URL, I have ...
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1
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34
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How to make label and value inline in action layout?
I am using an action layout to display fields here. But I am unable to make fields and its values inline. Can someone help me out?
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1
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65
views
Change Owner button is not visible to System Admin
Does anyone know why the Change Owner is not visible to System Admin? I already add it to the page layout. Thanks for answering.
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1
answer
61
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User is unable to perform inline editing without using the edit quick action on the product record page
Recently we introduced the lightning record page as the default view on the standard product object. Post this change we are not seeing any option of inline editing for the fields on this record page. ...
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1
answer
23
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How to assign page layout for different records in Account object?
i have:
Account Object, and custom fields are: isTeacher__c(boolean), isStudent__c(boolean)
2 page layout are: teacher_layout, student_layout
Q: How can i assign teacher_layout for record which is ...
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1
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115
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Relate WhoId on a task Record with a new custom object
WhoId and WhatId are both "polymorphic" fields, meaning they can be related to different objects, defined by the ID itself.
We can relate WhatId on a Task record to a different custom object ...
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1
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75
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Fields, Buttons, Custom Links and Mobile & lighting Actions are not visible on User page layout for edit
I am trying to create a section but the field itself is missing in page layout. Please see image below. Missing required options on the left side to edit the page. Please help.
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1
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71
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How to know when a record was created using a page layout within a trigger?
Is there a way to know when a record was created using the standard Sf UI instead of using code/declarative tools?
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1
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225
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Two Users - Both Sys Admin Profile - See different page layouts
A new record type for Opportunity was created then a new Lightning Record Page Layout for it. The user record (Sys Admin) that did this work sees the old page layout even though the correct record ...
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1
answer
35
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Interaction Summaries component - "New" button is not visible
We have set up Interaction Summaries according to the Salesforce documentation and placed the "Interaction Summaries" component on the Account record page.
After deployment on the target org,...
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1
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88
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Sort by option not available in Quote Line Item related list
On the 'Quote' page related list, I am trying to add the Sort By: column option for the 'Quote Line Item' related list. But I am not able to see this option.
I tried for the other related list on ...
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107
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Set Home Flexipage as Org Default via the API
I have a new Lightning Home Page that I would like to push out to my customers and set it automatically as the Org Default via the metadata API. Salesforce documentation here makes it sound like its a ...
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125
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Get Name of Currently showed Page Layout - LWC
I'm currently working on building a LWC component that will generate and export word documents based on page layouts.
The component is exposed on object records, and pulls the recordId,Objectype etc ...
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1
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1
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25
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Why might "Interactions" tab be missing in component settings in custom aura layout setup?
We need to create our own layout for an app, and we've run into an issue with aura layout.
There isn't much I can find on the subject, since most of the inquiries either lead me to the process of ...
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344
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Correct page layout for a record type is only working in salesforce classic but not in lightning?
Hi can anyone help me out? I have a custom object and I created a new page layout and assigned this layout to the record type. However, different page layout is showing for the record type when I ...
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3
answers
552
views
Retrieve Page Layout by SFDX
I have a few page layouts assigned to record types in a custom object.
How to retrieve page layouts as meta-data by command sfdx force:source:pull?
Right now my source tracking doesn't see any changes ...
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0
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115
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Adding a button on creating a new record modal dialog
There is a requirement where for a Contact record, on click of New button on Opportunity related list, a modal should open for creating a new Opportunity record. This works as per the default ...
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1
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1k
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how do I change what fields are available when hovering over the Account Name/ lookup field on another record (Case) in SFDC?
Users would like different fields visible when hovering over the Account Name, which is a lookup field to the Account record, on a Case.
I tried editing the Account Compact layout but that didn't ...
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1
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81
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lots of extra lines in layout xml files when deployed to git [closed]
I currently use Gearset to deploy to our Bitbucket repo. We don't quite have a perfect dev > branch > deploy process yet and some changes get made directly in production. This causes 2 sources ...
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0
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455
views
Problem changing page layout assigned to lightning page
I can't seem to change the page layout associated with a lightning page. I am using two record types and have created two page layouts and assigned them properly in the page assignment interface. I ...
0
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1
answer
522
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overridden standard buttons not showing up at mobile and lightning experience action section
We have overridden some standard buttons on several custom sObjects:
For some reason, they are not available as lightning actions to show them on record detail page:
Only the "delete" ...
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0
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166
views
Business Hours Age field on page layout? [closed]
Salesforce provides the Business Hours Age Case's field which is available in reports, is that possible to add this same field to the Case page layout? Is there anyway to get this field by SOQL or ...
- 11
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0
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239
views
Add lightning component as publisher action beside Send Email
I created a lightning component to be used as a quick action in a custom object. The business wants the action in the Activity tab beside the new event action and Send Email action. However, I am ...
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0
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233
views
Email button not showing in Activity History related list on Case Lightning Page layout
I have added the Email button to the Classic Case Page layout in the Salesforce Mobile and Lightning Experience Actions section.
I have also added the Activity History related List to the ...
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votes
2
answers
3k
views
Adding LWC in Record Page Layout Section
Aside from nesting inside a visualforce, is there any way to add a LWC between sections in a page layout? Please take in consideration these Components will call events like getRecord, ...
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111
views
Marketing Cloud - Delete content zone/area from stock Layout
I am building content block using the stock layout from SFMC (the one called "one-three-one column) and I wanted to know if it was possible to delete the last content zone from this layout ...
-3
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1
answer
573
views
How to show more than 4 fields in Salesforce Lightning Related List
Is possible show more than 4 fields?
Thanks.
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votes
1
answer
195
views
Cannot select a value from a (related) picklist
I have created a dependent picklist on the Case object. However, on the layout, I am not able to select any of the picklist values (see attached image). Both fields have read/write permissions for the ...
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0
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59
views
Saving data in cache from Lightning Component in Mobile
i have a custom Lightning component displaying some data from a record, unfortunately on mobile, the data from the component isn't stored in cache like the data from the standard layout, so if the app ...
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votes
1
answer
2k
views
How to hide always on fields on page layout
I need to hide some fields on a page layout . But these fields are marked with a blue dot and cant be removed .
I have multiple record types for the object and cant hide those fields at profile level ....
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44
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Can I make the out of box 'Send notification to Contact' visible on the add in (Case object)?
I have the following situation.
We are setting up a custom layout for the add in, and we already solved that we can add custom fields, including creating a flag to mimic the out of box checkbox 'Send ...
0
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1
answer
646
views
How to create a Layout based on Dynamic Columns in LWC
I have a requirement that if I have to show 5 fields (fields can be any number, this is also dynamic) and the column value is 1, then it should be displaying the layout with a single column.
Similarly:...
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2
answers
338
views
Task Compact Layout is not displaying on hover from its related list
Normally when we have a related list, when we hover our mouse to the clickable link, it'll display a pop up that will show a quick summary (or set of fields) of a record, as shown below:
But this ...
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1
answer
691
views
Modify the Fields on Related List
I would just like to ask on how we can add more fields to display on Related List on the right-side?
I know that I can re-arrange them through Page Layout Editor, but my goal is to display 5-6 fields, ...
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0
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644
views
User Cannot See Lookup Field Even if the Field is Visible on the Page Layout
User cannot see a lookup field, even though its shows on page layout.
i checked the permissions of object they have all permissions, check assigned page layouts and field visibility as well. what can ...
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0
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403
views
Remove "New Lead" button from custom object page layout
I want to remove "New Lead" button from a page layout of custom object.
This object is not related to Lead but the button gets displayed by default.
I have checked the page layout and the ...
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0
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39
views
Make more visible icons on request
Is it possibile to make the icon and the pen in the layout more visible?
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1
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100
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FSC - Adding a column to "Investment accounts" related list under person account
I need to add a new column/field to the "Investment account" related list but do not see it in either the Account or Person Account page layout - is this controlled elsewhere in FSC?
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