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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30 views

How to change the field label in layout.?

I have below scenario. Could you give me information how can I achieve it. Scenario: To have consistency in name I need to change the label from Case Number to Case Below show is a screenshot of ...
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1answer
15 views

Problem tryinng to launch a Visualforce page from a quick action in the Account layout

I'm trying to lunch this VF page from an Object (Account) Quick Action but the Action is not showing in the layout so I´m not able to see the page. editCases.vf <apex:page standardController="...
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1answer
21 views

Picklist to enter text if value does not exist in the predefined list

Ideally I would want to design a Picklist field such that, it allows users to not only select from a list of values but also allows users to write in an entry. There is a field like this on the Task ...
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1answer
14 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 ...
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1answer
23 views

Do you need to create new outbound changeset when components are modified?

Let's say I have created an Outbound ChangeSet with a few components like Page Layouts and Lightning Flows. I haven't pushed the change set to Production yet. In the meantime, I decided to make some ...
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2answers
26 views

Error: /apex/lightningAccountLayout: Syntax error and Syntax Error

I'm running into these two errors and am not sure why. Any suggestions? Error: /apex/lightningAccountLayout: Syntax error Error Error: Syntax error I'm new to SF, and just learning Apex. I'm also ...
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1answer
40 views

How to show a specific field only on record detail page, hide in new pop up page in default object UI?

Good day! I am using default UI of Salesforce, so no customization or anything. Everything is default, I want to achieve the solution of my problem by using default UI. So, I actually want to hide a ...
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1answer
17 views

Task description field not available for page layout

I have created a Task record type and a page layout for it. A process builder is invoked that then creates a task record. Question is, somehow the task Standard field 'Description' is not available in ...
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0answers
14 views

Lightning component added to a quick action appears as a feed item rather than a button, on the case page layout [duplicate]

I have created a lightning component that is to be accessed on click of a button on Case record. I have also created a quick action as follows : However, on adding the same to the Case Layout, this ...
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1answer
26 views

Remove “Name” field from Event record page

How do I remove the "Name" field on "Event" record pages? We link Event records using the WhoId field to both Contacts and Users. The Name field doesn't link to User records. I've ...
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32 views

Is there a way to edit Page Layout Assignments via Apex code [duplicate]

Is there a way to edit Page Layout Assignments via Apex code? I've read that using the Metadata API for example is not possible. I can query PageLayout records using the Tooling API, but can't edit ...
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1answer
80 views

Fields not appearing in lightning-record-view-form's payload if not included in page layout

I'm using a lightning-record-view-form in my component to display some record's fields, but I found out that if there is a field not included in the record page layout then it's not appearing in form'...
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1answer
39 views

Is it possible to change the Page layout/Hide fields basing on a pick-list value while creating a new record? [duplicate]

Suppose I've the following Custom/Standard object: Student. Student object has two Page layouts. Also one pick-list type input field. Basing on the pick-list input I want to change the page layout or ...
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0answers
36 views

Custom fields doesnot appear on the Related list in Pagelayout

I created a custom formula field which is DateTime datatype in Product Object which I am trying to add to the related list on the Page layout of Opportunity object. Below is the custom field that I ...
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1answer
31 views

Remove Edit Lines Button on a certain page layout only

Has anyone tried removing the edit lines button on a page layout? I was able to remove it on a certain PL but it is still being displayed? Not sure it can be deactivated but that would remove it on ...
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1answer
43 views

Add sub page option is not available in salesforce org community builder

I was trying to create a sub-page for the main pages in the community builder. I am using a customer service template. But that option to create that is not available in my test dev org whereas it ...
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1answer
23 views

Search Layouts not available for Custom Object

I can see the Search layout in my object after enabling Allow Search, but I can't see any layout where I can add my fields. Please see the attached screenshot. How can I add layout in the Search ...
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1answer
21 views

Edit the “New Contact” page

i am not a developer and am looking for a way to edit the fields that are shown on the "New contact page". When users add new Contacts they use the below page to create them, one of the ...
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1answer
23 views

Display big red warning on New User standard layout page

In one of my customer's orgs, if some fields are populated when User is created (e.g. Address), certain business processes will kick off via Apex. Ideally, we would prompt the user on save if those ...
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2answers
19 views

Arranging Custom Fields in Custom Settings

Is it possible to arrange custom fields in a custom settings object? I have an object in custom settings (MyCustomSettings__c) and I'm creating custom fields. I'd like these to be arranged in specific ...
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0answers
80 views

Custom field not displaying on page layout for specific profile although permissions are set

I have a page layout for a specific contact record type that includes a specific custom field. Users with Sys Admin profile can see it on the page, but users with a different role cannot, even though ...
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1answer
21 views

How give two users with different profiles and roles the ability to edit some fields but prevent all other users from editing the field(read only)?

How to give only two users with different profiles and roles the ability to modify some fields but prevent all others should have (read only)? I would like to avoid creating a brand new permission ...
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1answer
45 views

lightning-record-form in simple modal displays all fields squished up to the left side of the dialog

I am having a problem with a lightning-record-form within a modal. It all works as expected except that the fields and labels are squished up against the left-side of the dialog. I can't figure out ...
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0answers
52 views

Edit Record Page on iPad Salesforce Mobile App

We've downloaded the official Salesforce app from the App Store to a 2nd Gen iPad Pro. What we're currently stuck with, is that we cant seem to update the record view on the iPad app. We thought that ...
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2answers
428 views

how override New Button and Edit Button with LWC for one particular record type

The requirement is to disable/enable some field based on value entered on other field while creating or editing a record, but this needs to happen for one record type. Currently, we have standard page ...
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0answers
21 views

Section text in User Profile view in Community [duplicate]

I have a User profile page layout with sections. I have section labels that are visible in internal Salesforce. However, when the user's profile is viewed via the Community, the section labels are ...
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0answers
42 views

Validation Rule does not work with Read-Only field

I have two checkbox fields on my Opportunity. I have a Validation Rule AND(checkboxOne__c = FALSE, checkboxTwo__c = FALSE) which will throw an error on save, if none is selected: "Please check at ...
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0answers
30 views

Add actions to list view on standard object

I have created a mass update action on products object. I need to insert it on the List view for Search Layout for Classic but it only gives me the option to add buttons and not actions. I inserted ...
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2answers
29 views

Can I create a different page layout just for the creation of an object?

We have way too many fields on the oppty object. I am trying to create a new page layout, that will be used only upon the creation of a new oppty. That will holda roughly 15-20 fields only that are ...
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1answer
49 views

Different Set of Related List Based on Salesforce App

Is it possible to assign different set of related lists based on a selected app in Salesforce? I am aware that one can assign based on profile and record type, but I am trying to have different set of ...
2
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1answer
19 views

I have a resolution field break lines disappeared

When users fill resolution field on activity, break lines do not show on the component on the case screen. you have to go to the activity to see the break lines, or all the sentences run together with ...
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0answers
24 views

lightning console sub-tab adding extra width

A user has complained that when they view pages in a lightning service console sub-tab, there is horizontal scroll bar being added because the page is too wide. When I view the exact same page with ...
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1answer
38 views

INVALID_SESSION_ID when calling Apex class with custom button

I have an Apex class that I have exposed as a REST endpoint located at /services/apexrest/ReopenAccount/*. When I call it through Workbench, it works fine, so I created a Detail Page Button so that I ...
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1answer
90 views

Finding a Standard Button (RequestUseSfdc) that is being excluded from page layouts?

In the metadata file for layouts, you'll see that standard buttons are only specified for those that shouldn't display: through a <excludeButtons> field. The description states: List of ...
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1answer
81 views

How to create recurring tasks via the Task component in the Account record page?

I have the Create Recurring Series of Tasks checkbox enabled in the Task component of the create new Task in the panel on the Account record page. I need to know how to create recurring tasks as the ...
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2answers
29 views

Different labels per page layout

Is there a chance we can have different field label per page layout? For example... I have 2 account record types and i want a field in one record type to be BirthDate and in another date founded.
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0answers
22 views

Is it possible to have custom page layout on approval process and on opportunity tab based on the values of a picklist field

I have an opportunity object that has a picklist field called PO Type. Based on the value of this field, I need to do things: I need to display fields belonging to a particular PO type. For example ...
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1answer
71 views

Related Record Action Items Hide/Remove

Is it possible to hide a particular action from the Related Record Standard Component. I am trying to use it on LEX pages. The OWD settings are private for the Object. Observation: In related record ...
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0answers
28 views

Auto complete Account Name

I have a requirement where i need to have the Account name at the bottom of the page layout and the Account name value needs to be set by 2 custom fields (First Name and Last Name). So i created a ...
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0answers
32 views

Unable to see few records in Lead related list in Account

We have few accounts in which all the Leads are not visible in the related list. I have checked the access and I am able to access the account and lead independently. The Account lookup field on lead ...
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0answers
21 views

Fixed header using page layout

Hi all I have a header component I'm trying to make sticky/fixed when you scroll. It's working now by adding a class however the page jumps down when scrolling and certain parts are not accessible. ...
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1answer
33 views

Need two different page layouts. one for when you create a record with list page New button, another for the detail page

I have the following requirement: I need 2 layouts, one when a user clicks on the standard New button on the Lead list page. Here the users sees all the fields and fills the neceeasary fields and ...
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0answers
17 views

Missing Order in related list on Quote Salesforce Lightning

I have an issue with with visibility Orders on Quote Related List in Salesforce Lightning. Classic shows this object in related list. I check page layouts, sharing settings, edit lightning page etc. ...
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0answers
25 views

PageLayout is delayed when record type is changed by workflow

I have two record type in Account object. RecordType1 => default RecordType2 When is the status changed from Open to Active. I'm using workflow to change record type to "RecordType2". When is the ...
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0answers
9 views

Can't see Feed and Details tabs on Case read page even the Page layout is Feed-based and feed tracking is enabled for Case Object?

I switched to Salesforce classic and opened a Case but I'm unable to see the Feed and Details tabs ! The case page layout id feed-based and feed tracking is enabled on Case object ! I tried to clone ...
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0answers
60 views

Salesforce App - Lightning Component Border

Is it possible to remove the grey borders and expand the layout of the component? The component is displayed through a custom tab. This problem occurs only on the iOS app (Ipad). This is how it ...
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1answer
26 views

Problem with object layouts and custom global actions in package (2GP)

So I'm trying to install a new 2GP package that has an object with a custom global action as part of it's page layout. I'm running into problems and I'm wondering whether I've missed something or if ...
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1answer
15 views

Access Aggregated Field Level Security for Offline-first App

We are currently building a page layout renderer for an offline application that would allow end-user to create records and then sync the data once they get access to internet again. We need to ...
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1answer
52 views

Adding multiple Case object in related list of Person Account

I have 2 pageLayouts for Case object. Case recordtype and pageLayout 1: Assessment Case recordType and pageLayout 2: Recess I want to add both the Cases in related List of PersonAccount according to ...
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0answers
153 views

How to convert getRecordUi to Page Layout on LWC

tl;dr - How do I turn the page layout info returned from getRecordUi into an end-user-friendly page-layout in an LWC? Background: I am trying to create a complete copy of a record's page layout in ...

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