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
877
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33
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Custom App Deployed to Record Page causing layout issues
I have a custom app that I have developed and provisioned to an Account Record page (as well as other Record pages) in a custom tab (named "S" in the picture below). The small component ...
- 27
0
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1
answer
56
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Cannot find layout
I am trying to retrieve a layout in FSL through package.xml from the Work Order object but the layout cannot be found.
I tried retrieving using this:
<types>
<members>WorkOrder-FSL ...
- 13
0
votes
1
answer
42
views
How do you configure a lookup field's dropdown list preview content?
When you have an input control for a lookup field, suggested options are presented in a drop-down menu as you type. Can you change which fields are used in the suggestions and, if so, where is that ...
- 297
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1
answer
48
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Page Layout arrangement
weird minor "issue", more of an observation. I have two users who seemingly have the same setup (only the language differs). However, when they view the same record the way the fields and ...
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1
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26
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Can we make the standard "Close Date" field non mandatory on opportunity or remove it from opportunity page layout?
I don't want "Closed Date" field on Opportunity layout but I am not able to remove it from page layout as it is standard field and required field on opportunity is there any way to achieve ...
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39
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Customized Contact Layout doesn’t appear when editing or creating a new contact
I made changes to the standard Contact Layout to add new custom fields (and a bit of re-arranging). However, when I try to create a new contact (or edit an existing one), the layout is not the one I ...
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1
answer
52
views
Unable to find action on Lightning Component
This is my code but I have the Error
// DynamicRelatedContactListController.apxc
public with sharing class DynamicRelatedContactListController {
@AuraEnabled
public static List<Contact> ...
- 1
0
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1
answer
326
views
Salesforce Mobile App is not showing fields
Objective: I need Salesforce App to have exact same layout which I see in the edit mode of flexipage with form factor of mobile.
Settings Done:
Created a new flexipage, by not importing fields from ...
- 447
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1
answer
48
views
Set Default Page Layout for Record Type in XML File
Can I add a default page layout to a record type xml file?
I'm deploying an sfdx package to various client organizations and I want to set a default page layout in each record type XML file. I can't ...
- 99
1
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0
answers
24
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Render multiple relationships via a single list
I use salesforce to schedule appointments for psychology research studies. The appointments for the studies I'm scheduling each have 2 participants (renamed account object). Currently, I have two ...
0
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1
answer
129
views
Parent Name not showing in the related list
I want to show the child records with Related list single, but I can't find the parent name in the option in the page layout. Does anyone know why? Any help is appreciated thanks!
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1
answer
118
views
How to identify which region the LWC component is locating in App Page or Record Page?
I have an lwc component that is enable in App Page and Record Page. Whenever using this component, I want this component can identify which page is using it and which region on that page is it being ...
- 145
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27
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Object-specific (Lead) Activity actions permissions
I am struggling to find the permission related to an issue with user-specific & object-specific activity functionality missing from the Lead record page for end-users only (not admin).
Activity ...
- 1
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0
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49
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Rich text field 'Link' button displaying crammed text
Is there any way to fix this? I added a Rich Text field to the page layout and the text is crammed and not aligned. I am not seeing any issues related to it online.
Thanks
- 67
1
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0
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34
views
Field Section Taking Precedence Over Standard Page Layout?
I recently added a 'Field Section' to a Lightning App Page for the 'Account' object. Now, when I create a new record using the 'New' button on the Account List View, the fields on the standard Page ...
- 67
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1
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99
views
Rearrange the position of Follow button on Lightning Page layout
Quick question, can we move/rearrange position of standard Follow Button? I do know about Hide/Unhide, here i just want to move its position from start to middle or bottom. if its not possible, can i ...
- 89
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1
answer
210
views
Add New Task Button On Email Message record
I need to add new task button on Email Message Record. but after I put the New Task on the page layout it still not appear.
what I already done is:
Put Standard New Task button in Email Message ...
- 121
-1
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1
answer
24
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Salesforce page layout
On Account object i have different page layouts for different profiles how do i edit the lightning page for these different profiles since they have different page layouts.
Thanks in advance.
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2
answers
3k
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Salesforce page layout not updating
The account object has several record types in my organization. There currently are two page layouts. The "account page layout" and the "plano de saude layout". However they are ...
- 149
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1
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78
views
How I can remove access view from a page layout?
I have this page layout where the user "A" it's able to see the fields
Name,
LastName and
Email
but User "B" should not be able to see the field Email
I try to do it by the perm ...
- 9
0
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0
answers
65
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Campaign page related lists not deployed
I need to add ListEmail, LandingPages, MarketingLinks, and MarketingForms as related lists to the campaign page layout. However, I don't see any changes after the Copado deployment. I committed ...
- 1
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1
answer
173
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Don't See Contact Name field on Junction Object Related List
I have three objects: committee, committee member, and contact. Committee member is a junction object between committee and contact, with two master-detail relationships: one to committee and one to ...
- 133
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1
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41
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Is there any way to edit the page layouts for standard objects in a Salesforce sandbox?
I am trying to create different page layouts for specific record types and when I assign these layouts to the record types, under the objects assignment, no changes happen. It seems that there is a &...
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1
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25
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Simple question about page layouts and record detail components
I am having some trouble trying to do some basic lightning app builder work in my developer org, where I am making an app. I am working on a record detail page for a custom object. I want to have a ...
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1
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499
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I added Notes and Attachments in Related Lists of Opportunity still I am not able to see them in lightning but I can see them in classic?
I added Notes and Attachments in Related Lists of Opportunity from page-layout still I am not able to see them in lightning but I can see them in classic? Why?
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140
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/ui-api/layout/ doesn't return all fields
For some reason REST API method
/services/data/v53.0/ui-api/layout/Account doesn't return all sections and fields. For other objects it seems to work ok.
Please help
upd: user see one layout at SF ...
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1
vote
1
answer
675
views
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 ...
- 129
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65
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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. ...
-1
votes
1
answer
236
views
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 ...
- 5
1
vote
2
answers
118
views
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 ...
- 135k
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2
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1k
views
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
votes
1
answer
392
views
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 ...
- 3
0
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0
answers
133
views
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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0
answers
521
views
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 ...
- 29
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0
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31
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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 ...
- 143
1
vote
1
answer
2k
views
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 ...
- 29
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0
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26
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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
80
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 ...
- 197
-1
votes
1
answer
90
views
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?
- 1
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1
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238
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.
0
votes
1
answer
376
views
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. ...
-1
votes
1
answer
39
views
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 ...
- 27
0
votes
1
answer
370
views
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 ...
- 1,350
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1
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120
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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.
0
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1
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199
views
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?
- 448
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1
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837
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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 ...
- 118
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votes
1
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149
views
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,...
- 183
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votes
1
answer
282
views
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 ...
- 325
1
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0
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236
views
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 ...
- 149
1
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0
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237
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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 ...
- 91