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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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15 views

Any simple solutions for displaying photos in a related list on Lightning record page?

I'm looking for an elegant solution for displaying photos in a related list in the sidebar of a record page. Similar to this screenshot, but having the photo display the full width of the sidebar, ...
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0answers
19 views

Classic experience buttons in lightning

We are migrating to lightning and are noticing that some classic custom buttons work in lightning as long as they're not javascript. We have a bunch of custom buttons that replace(think of having the ...
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1answer
21 views

How to show a text label within a section column on page layouts?

I need to show a text label within a section column on page layout. I've created a separate section and new VF page. I need the text label to appear both on create and edit of the record.
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1answer
32 views

VF page with dynamically generated HTML code?

I have a custom VF page which is added to a section in the page layout of an object. What I'd like to achieve is to add dynamically generated HTML code to my custom VF page. The HTML is dynamically ...
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0answers
17 views

How to customize record detail page of object for salesforce1?

I have below layout in Salesforce1, I want to add new tab after related tab with a custom lightning component. I tried to update page page layout from Lightning App Builder as below, but it is not ...
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0answers
50 views

How to create a custom VF page with dynamically generated HTML code?

I'm using a custom rich text field. The rich text field is created in a standard object. In the rich text field there is a dynamically generated HTML code via apex. Here is what the rich text field ...
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0answers
23 views

Show Visual force page in pop-up on click of button which is in another visual force page using jQuery dialog

I want one button like this on case detail page: I have added this button using visual force page. I want to open another visual force page in a pop-up on click of this button. I don't want to use "...
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1answer
36 views

Knowledge__kav visualforce not shown in Article page layouts

I have create a visualforce with KnowledgeArticleVersion as standardController Visualforce page: <apex:page standardController="KnowledgeArticleVersion" extensions="MyController" showHeader="...
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2answers
21 views

records needs to be read only on based on type

I have contact and one picklist field on contact. If picklist values is 'Read' then no one should edit the record and if he tried to edit and save then error needs to be thrown 'You are not allowed to ...
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1answer
37 views

Salesforce home page issue?

I have set a home page as a default landing page & done with all the necessary customization, but whenever I logout from the org and then again login into the org, it takes me to the last opened ...
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2answers
58 views

How to add any specific object's page layout in package.xml?

I am trying below code in package.xml. <types> <members>Quote Layout</members> <name>Layout</name> </types> but got error as below. == WARNING: The ...
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1answer
35 views

Finding out which page layouts are available for an object with APEX

When you check the Metadata.Operations.retrieve method, It requires you to know prior the fullname for the page layout you want to retrieve, and the Layout object it's not available with regular SOQL, ...
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1answer
35 views

Is there a way to query exclusively the fields in the Page Layout for an sObject via APEX?

I've been looking in to the ui-api but it doesn't cut it for me, what I need It's to return exclusively the fields in the Page Layout for an object and some additional records. Something like ...
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2answers
26 views

Hide field on Case Create Page

I have a datetime field on my case object that gets set by a trigger based upon the value selected in another lookup field on my case. I need this field to display on the case details once the case ...
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1answer
32 views

How can I get meta data of a visualforce page which is used in a Page Layout of a particular object?

I have a question i.e. how can I possibly extract meta data of a Visualforce page inside a Page Layout of an object. For fetching the page layout I use following API request : https://ap4....
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1answer
35 views

Need to restrict the multiselect picklist

I have AccountContactRelation and role is the multiselect picklist field. Based on Type i need to show or allow users to select picklist values. EX: Role values:-P1,P2,P3,P4,P5 If type="Active" User ...
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1answer
22 views

How to display a field in the Lead layout only when the field is not blank?

In the lead object I need to display a custom text field on the lead page layout ONLY IF field is NOT blank. Is that feasible in Salesforce and how it can be achieved?
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18 views

Custom components in Page Layout

I created a simple custom component, which I need to add on a Page Layout. Looking around on internet I found out that I should: Add the component to a visual force page Resize that visual force ...
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0answers
48 views

Getting FullName from Tooling API gives FIELD_INTEGRITY_EXCEPTION

I need to get the API names of all layouts in my salesforce org.I have used composite metadata api to perform queries in batch of 5 and then get the FullName.It works fine but i get a field integrity ...
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1answer
38 views

How to hide field from standard page layout - using lightning

I have a custom object with two fields: 1) Start_Date__c - date 2) Start_Month_Year__c - Formula(Text) When the record is view (detail) I just want to show Start_Month_Year__c (formula field) and ...
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2answers
76 views

How to get CompactLayout through metadata - Package.xml

I'm trying to get the CompactLayout through package.xml but I don't its retrieving here is my package.xml looks like: <type> <members>my_custom_object__c-my compact layout</...
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2answers
39 views

Add icon and buttons to Visualforce Page header in Lightning

I added custom VF page to Account layout page. It shows 'label' for my VF page in header. Can I change this default header (circled in red on screenshot) somehow? I want to add icon and buttons. Or ...
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1answer
34 views

How to get <apex:form> to have two INDEPENDENT columns with fields?

I am looking for a way where I can use to have two individual, independent columns for fields of a custom object. I am aware has a column attribute, but there is no control over field placement. I ...
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2answers
27 views

create record with one field but that field should be read only while doing edit

I want to create the record with one field but that field should be read only in edit mode (using default create and edit layout only). I just want to show that the field read-only on the page layout ...
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0answers
12 views

Wrong actions showing up on highlights panel

I have an opportunity page layout with a bunch of actions on it. I've assigned it to a specific record type and profile (Agent). It shows up fine for a user in that profile. I now cloned the ...
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1answer
17 views

Formatting Lightning Lead Page Layouts

Is there anyway to format the field layout when creating a new lead? My current new lead layout looks misformatted. While the page layout looks like:
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1answer
52 views

How to overcome the lack of record type in opportunity Product?

I have a custom field in Opportunity Product called 'Unit of Measurement' and what I am trying to do is, show one value "Meter" as the default for users of one profile and "Square foot" as the ...
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1answer
31 views

Error when expand/collapse page section

I have observed the below on the basic Account page in Salesforce's Lightning page (not a custom code page layout). I am receiving the following error when I expand/collapse a page section on any ...
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1answer
14 views

Is it possible to assign different page layouts to an object on different apps of one org?

I have a quick question please. This is the situation: I am connected to an org. Let's assume this org have 2 apps using the same object. Is it possible to use a different layout for that object ...
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1answer
38 views

Does making a field readonly on pagelayout still show in Edit mode?

I have couple of fields which i am populating through a before trigger. So i dont want these fields to be visible during Edit mode of the object. I made those fields read only on Pagelayout. But when ...
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0answers
30 views

How to get the particular pagelayout details through Salesforce API - Java

I'm trying to get the particular page layout details using the below code. But unable to fetch the details DescribeLayoutResult = connection.describeLayout(string sObjectType, string layoutName, ID ...
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2answers
32 views

Finish Button on Flow reloads iFrame holding VF Flow Component

I have maxed out the number of console components I can utilize on a page layout (8). I currently use the flows in custom console component tabs. To workaround this limitation, I have created tabs ...
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2answers
36 views

How to validate checkbox as checked only on specific page layout and without record type?

I wonder how I can accomplish that checkbox field will be reuqired on specific page layout. As I know checkbox fields can't be simply marked as required on page layout level. Is it possible to ...
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1answer
18 views

Open Activities /Activity History don't appear under Custom Object page layout's Related Lists

I'm trying to add an Activities section to this custom object, but I can't figure out how to get the Related List section to show Open Activities and Activity History so I can progress.
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0answers
14 views

Product Name escaped on Order Item

I have a product with a name that contains an ampersand e.g. Things & Stuff When I create a quote line item, the product name appears on the page layout as expected When I create an Order Item, ...
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1answer
60 views

Can the “Path” element be hidden once the final criteria has been met?

I'm wondering if its possible to turn off or hide the "Path" across the top when the final criteria is met. Then have a new path show up in its place. Currently the only way I can think about getting ...
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1answer
35 views

how to populate custom object value in standard detail page layout

I have two object one standard object Leads and one custom object tractor.and tractor is a lookup field in lead object.i am trying to include three input fields and a button for searching a tractor in ...
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0answers
24 views

how to show a custom object field values in a standard object layout

i have two objects Leads and tractor__c. i want to add a visualforce page in lead layout showing tractor details. so far i am trying following code `<apex:page docType="html-5.0" ...
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1answer
36 views

How to add a Multi-pick list field on Task object in Lightning Experience

The task I'm creating is a related list of opportunity. I have already added the field in page layout of Task, but it is not visible. Only if I edit the task I could see the Multi-pick list field. So,...
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2answers
34 views

Page Layout - How to

How do I find a live ticket/case with a particular page layout? -I know I can view a page layout as "X-User" but I want to login as X-user and see a live version of that particular page layout ...
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0answers
16 views

How to add related list to Account page layout from managed package?

I have a requirement to add a related list to the Account page layout after our managed package is installed. We do not want our users to add it manually. Does this need to be done in the post ...
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2answers
28 views

Changing Page Layout without changing record type on Record Detail page

can i change Page layout without changing record type on update of a field(may be a workflow field update or field update on a button click and gets updated from apex class) on record detail page?
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1answer
104 views

Embedded VisualForce Page in StandardLayout - Refresh Parent Page

Ok, I have a visualforce button on a standard page layout. I need to refresh the parent page. I tried using JavaScript and placing the redirect in the constructor however it only refreshes my embedded ...
2
votes
1answer
34 views

Add logic to single field for custom object on lightning edit page

I currently have a visualforce page which overrides the edit page for a custom Salesforce object. The effect of the page is to replace an input for a particular field with a custom picklist, with ...
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1answer
41 views

Custom activity field and page layout

I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, ...
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1answer
44 views

How to find `Selected Quick Actions` in Search layout List View

EDIT: Adding a listview screen shot: As you can see I do not have a listview named List View If I go to quickActions endpoint I can find my quick actions (in my case `New Child Case') But my ...
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1answer
48 views

Cannot see tasks and events in Lightning, how to enable

Using platform license, within enterprise edition: Profile has Task Fields available to them, Layouts have Task related lists. Activities Lightning panel is on the page. Profile has correct page ...
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1answer
26 views

Can you change required field to not required for a custom metadata's page layout?

According to the following documentation, after you upload a Managed - Released package that contains a custom metadata type, you can’t: Add required fields to the custom metadata type. Set non-...
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0answers
24 views

Problems with displaying strings in layouts

I added a section to a standard layout in which I entered several fields. I have a string field in which spaces can not be inserted and the value can be very long (255 characters) the layout brings ...
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1answer
203 views

Embed Page layout inside a lightning component

Can we use a standard page layout inside a lightning page/component? Thanks