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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
22 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 ...
2
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0answers
19 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
16 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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0answers
16 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
25 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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0answers
33 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
21 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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0answers
16 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, ...
0
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2answers
24 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 ...
0
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1answer
29 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 ...
0
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1answer
20 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
19 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
8 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
77 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 "...
0
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2answers
58 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 ...
0
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1answer
15 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 ...
1
vote
1answer
17 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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0answers
16 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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0answers
36 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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0answers
18 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 ...
0
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1answer
25 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 ...
1
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0answers
17 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 ...
0
votes
2answers
154 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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0answers
27 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 ...
0
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1answer
93 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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0answers
18 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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0answers
23 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
152 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
votes
1answer
81 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 ...
0
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1answer
27 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 ...
0
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0answers
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 ...
1
vote
1answer
47 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 ...
1
vote
1answer
39 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 ...
1
vote
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 ...
1
vote
2answers
155 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 ...
0
votes
1answer
46 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. ...
1
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0answers
23 views

How to edit the UI of the Opportunity stages?

An opportunity record can go from 'Out for signature' to 'Closed' Or to 'Starting at Risk' on the Opportunity detail page. The UI does not do a good job in showing that so I would ideally like to show ...
2
votes
1answer
59 views

How to make Action Button appear for certain opportunity stages?

I have a custom button called 'Revenue Forecast' in the 'Salesforce Mobile and Lightning Experience Actions' in my Opportunity layout. How do I make this button appear/diaasppear only in certain ...
3
votes
1answer
519 views

Lightning Grid - Columns and Rows?

Looking to create this type of Grid in Lightning Grid. However what currently happens is C and D get pushed below item B (which is a chatter feed so it is long) Current Component (mine is more set up ...
2
votes
1answer
410 views

Add “Blank” to lightning:recordForm

I am trying to replicate a page layout by using lightning:recordForm. I can't seem to be able to add a blank space when i don't have an even number of fields, and it causes the last field to spread ...
0
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0answers
41 views

Unlocked Packages and Enhanced Notes

Is anyone having trouble with the enhanced notes related list showing up on a standard page layout after an Unlocked Packaging deployment? I just tried doing this, and even after manually adding the ...
2
votes
1answer
64 views

Headless Aura Component

I am creating some aura components that are really only used as notifications if a record meets certain criteria. Sometimes this criteria cannot be summed up with a single field so as to use the ...
0
votes
1answer
96 views

Access values from Object retrieve by REST callout

I'm retrieving this response from a REST callout for Layouts and I want to access a current key of this Object: This is how I managed response: Map<String,Object> tokenResponse = (Map<...
0
votes
0answers
34 views

Hide “Log in to Community as User” Button from Layout Not Working

In layout editing mode, the "Log in to Community as User" button can be removed from the template. But doing so has no effect on the layout. The button is still available for the users in the ...
1
vote
1answer
109 views

Add always visible NEW button to related list

I created a custom object, that is related to my Opportunities, and I would like to offer the possibility to create a new record of this custom object, but achieve this with the fewest clicks possible....
0
votes
1answer
104 views

Quick action for Account, hide some fields

I created a quick action for Account (lightning experience). Its target object is task, and it's showing up under activity. There are some fields which I would like to hide, like status, priority and ...
0
votes
1answer
58 views

Quick Action for Activity: custom field for account lookup

I have created a custom quick action for the activity in Account. All lightning experience. The custom quick action is like a new task. I need to add a field to show which account this is coming ...
0
votes
1answer
101 views

Email quick action not showing up in account page

In production under activity there are two items, new task and email. In sandbox I pull the same Email (send email) to the Salesforce Mobile and Lightning Experience Actions in account page layout, ...
1
vote
1answer
90 views

Different Account page layouts, what are they?

I am trying to configure the page layout for account. When I go to object manager -> Account -> Page Layouts I see 8 different page layouts. What are they? I didn't expect to see 8. I am wondering ...
0
votes
1answer
70 views

How to create one generic vf page and use in standard page layout of multiple objects?

I want to show a simple vf page on detail page layout of 10 objects by dragging the vf on to the page layout. Right now, I am writing one vf page for each object as below: AccountVf.page: <apex:...