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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20 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
32 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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10 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
43 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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13 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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36 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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14 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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15 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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11 views

Gloabl Action not showing up as a button on Task record paege

Here is the gist. My company is migrating from Classic to Lightning. Sales ppl are using this Global Action "New Task" which creates a Task record of particular Record Type. And it is used ...
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18 views

Add button next to field

Is it possible to place a button/action next to salesforce field in a page layout in lightning.
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1answer
55 views

How do we handle additions to page layouts with SalesforceDX / 2GP?

I've found some time to return to an older project of mine, moving my org away from the org development model to the package development model to make better use of SFDX and CI/CD. The issue I'm ...
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1answer
16 views

Restricting create button on a related list for few profile users on a page layout

I have a page layout with multiple related lists, my requirement is on this particular layout I want to disable create button on one of the related object for a some profile users (we have a profile ...
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2answers
27 views

How can I change opportunity owner field to be anyone from the users?

When we create a new opportunity there is the opportunity owner field. Is there any chance that I can select a different user while creating an opportunity? Right now it is just a fixed field on my ...
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1answer
55 views

Experience Guest User Profile Layout Assignment

For the Experience Site that I am currently building, I want to show a preview of a several layouts which will encourage the guest to sign up. This preview is supposed to be a limited set of fields of ...
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19 views

Dynamic Forms with Lookup Relationship Values

I'm trying to figure out a good way to walk my end users through record creation with conditionally required fields only showing if previous values justify it. For example, if I am creating a custom ...
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1answer
22 views

Not able to uninstall managed package

I am trying to uninstall a CPQ related managed package and I am facing issues during the uninstall. There were about 100 errors, and I have addressed most of them by deleting the impacted components. ...
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1answer
39 views

Add radio button or check box in approval layout page

is it possible if I want to put a radio button or check box in this page? I want to ask user(manager) either it is a final approval or not. If it is possible, may I know how?
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0answers
20 views

How to display the tabs “All Updates” “Call logs”, … on the case Chatter component on Case

I cannot manage to make the tabs "All Updates", "Call logs",... appear on the chatter component on the case page layout. How it looks on my org on Salescloud(sandbox): On a ...
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0answers
28 views

How to hide New button in related list on lightning page layout?

I would like to hide the "NEW" button from my lightning page layout-related list. I can do it for non-lighting page records from page layout by simply remove the new button from the related ...
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2answers
80 views

How to remove fields from the 'New Lead Pagelayout'

When creating a new lead, I want only a handful fields on the 'New Lead' page layout. Setup > Customize > Leads > Page Layout > Edit removes the fields from the Detail page layout. I ...
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0answers
37 views

How to replace create and edit page of custom object with a new custom component? [closed]

I am new to salesforce and I have requirement where I need to create a component to create and edit a record for a custom object (Appointment__c), the look & feel and functionality should be same ...
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0answers
35 views

Use native record save to fire LWC logic

I'm developing a custom UI using an LWC that will be displayed on a lightning record page. It allows the user to answer a few questions, determines whether a handful of fields are required based on ...
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1answer
36 views

How to Fetch Mini Layout Fields inside Salesforce Apex Class?

On Mini Layout we have Fields & RelatedList, I want to ask on how we can get/Query the Selected Fields for an Object on Mini Layout Page in the Apex Class? I am using the following code snippet, ...
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1answer
41 views

Text field dependency from picklist

I am aware that field dependencies can only be created on Picklist and checkbox fields. What I am trying to achieve is the following: when a certain value from a picklist field is selected, some TEXT ...
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1answer
103 views

Receive Alerts button in Custom Object Record Detail Page

I have been noticing this Receive Alerts button when I am editing a custom object's standard page layout. But when I view a sample record page, it is not displaying. I am just wondering its real ...
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1answer
33 views

Some Fields to be visible in page layout depending on the opportunity stages

I want your help for one of my use case I want to make visible some fields in page layout when the opportunity stage changes for different stages have different fields to be visible and those fields ...
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1answer
45 views

Account Billing Address Picklist without State and Country Picklists

I'm trying to replace the Standard BillingCountry field on the Account with a picklist, but it seems I can't remove the standard field and replace it with a custom picklist - does anyone have any idea ...
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8 views

Account Layout Properties Accessible in Validation Rules

I have a requirement to re-run territory rules on save for an account. My question is this: in the following article it describes a layout property that can be added and set to default. We don't need ...
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1answer
27 views

Inline VF page does not appear during Record creation

I have created an inline VF page and added to the page layout. Inline VF page display correctly when Record is in View or Edit mode. But when I try to create a record, inline VF page does not appear. ...
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0answers
50 views

Related List - Single: Edit columns

I have this related list - single (Cases for Parent Account) on the left side of my screen as the image shows I want to change the order and content of these columns if I click on that list. How to ...
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1answer
19 views

Where can I find a named report?

I have the following XML from a layout file: <layoutItems> <reportChartComponent> <cacheData>true</cacheData> <contextFilterableField>ACCOUNT_ID</...
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1answer
28 views

Reflect changes on a loaded standard record page if the record was updated from async process

I am looking for an option to show the users always the latest data when a record is already been loaded but a backend process updates the records. Scenario: If an Employee object record is opened by ...
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2answers
32 views

Assign look-up fields in Page layout

I have a custom object Called App__c and Context__c , App__c has look-up with Context__c , Now need to add App__c object fields in Context__c page layout. Is this possible? Anyone can help? Thanks in ...
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1answer
95 views

How to include Record Page and Page Layout assignment into a 2GP Managed Package?

I have a Managed Package which contains both Record Page and Page Layout. But once installed, neither are assign to corresponding App and Record Type Is it possible to include these assignments into a ...
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1answer
100 views

How to hide the field “Sales Price” in the “Contract Line Item” Page layouts?

There is a standard field Sales Price ( API: UnitPrice ) on the Contract Line Item Object. It seems like that field cannot be removed from Page Layouts - the following error is shown if we try to do ...
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1answer
11 views

How to remove this link to a non-existent VF page?

There are many posts about how to emplace links to VF pages into the UI. But I have the opposite problem! In one page layout for Opportunity, a hyperlink worded "[Edit]" displays. It is to the right ...
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2answers
400 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
18 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
22 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
184 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
28 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
27 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
63 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
56 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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19 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
41 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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0answers
35 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
446 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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0answers
109 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
37 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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