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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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New section being added in Layout.xml - SummaryLayout

When I'm using eclipse to retrieve my update layout (after adding new field), for some reason I see additional section being added- SummaryLayout. Although the only change I did - is add new field. I ...
Liron C's user avatar
  • 1,788
5 votes
2 answers
1k views

How get current layout name?

If I know layout name I can read what layout contains using following Metadata. At the same time if somebody changes Layout name this code won't work at all. Could you please advise if I can get the ...
Mike's user avatar
  • 51
4 votes
0 answers
923 views

Lightning Action showing in Feed instead of header

I am trying to place a lightning action in a Console App using a lightning component. Every time I add the action to "Salesforce Mobile and Lightning Experience Actions" in the page layout instead of ...
MMeadows's user avatar
  • 501
4 votes
0 answers
514 views

Embed visualforce page on standard layout shows up on New/Edit (Lightning Experience)

I've developed a visualforce page for a custom object on Lightning. When I embedded the page to the layout, it is showed in new and edit. I want that works as salesforce classic (show the visualforce ...
xioNubik's user avatar
4 votes
1 answer
1k views

How to enter Seconds into Datetime fields using the standard UI

Say you have a datetime field Start__c on a pagelayout. Now try to enter a date (we have DE locale enabled, but should be similar in EN): 31.08.2014 14:53 ==> works 31.08.2014 14:53:38 ==> doesn't ...
Uwe Heim's user avatar
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4 votes
0 answers
129 views

Search layout lookup dialog REST access

I am able to look up search result search layouts via REST using the /search/layout/q=Account endpoint. But I would like to also read the lookup dialog search layout, like what you see on the web ...
ScottServerDev's user avatar
3 votes
0 answers
176 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 ...
Mike Sherry's user avatar
3 votes
1 answer
113 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 ...
MikeO's user avatar
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3 votes
0 answers
53 views

What causes leftover XML to exist in files when a component is deleted via the UI?

I've had interesting situation come up today when doing a metadata validation on a very large package. An error was occurring on a Page Layout where it was expecting that a QuickAction should also be ...
windywishtrees's user avatar
3 votes
0 answers
520 views

Object View override doesn't work on lightning and mobile

I'm trying to replace the view of a standard page with my custom VF page. This works great on the classic theme but not on the lightning theme and mobile application. In the VFP I checked "Available ...
Lewis Bushman's user avatar
3 votes
0 answers
140 views

Cannot retrieve Layout - Even Thought it is found on List Metadata Query

I can read layouts from any other objects but for some reason I cannot get the layouts from a namespaced object. End point: /services/Soap/m/39.0 The List Reponse: <result> <createdById&...
Eric's user avatar
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3 votes
0 answers
703 views

Lightning experience embedded page redirect

I've got a VF page embedded into page layout. It redirects user to other VF pages (depending on user action) inside an iframe on page layout. In LE such PageReference redirects sort 'step out' from ...
user39399's user avatar
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3 votes
0 answers
62 views

Resize Inline VF page based on content is really delivered?

I was surprised to find Resizing Inline VF page based on content idea has been delivered in Summer'16 release.But I couldn't find information how about it, anywhere in the Summer'16 release notes ...
Praveen's user avatar
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3 votes
0 answers
148 views

Lightning Experience - Error on Standard Page Layout

I turned on Lightning for one of my customers. On a custom object page layout (view mode), I'm getting the following error: Uncaught Action failed: ui$inputSelect$controller$doInit [TypeError: ...
brovasi's user avatar
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3 votes
0 answers
4k views

How to mass remove "Change owner" button automatically added by Salesforce

As part of the latest release, Salesforce have added the "Change owner" button to every single page layout in our org. Is there a way to mass-remove this from all page layouts, or am I going to have ...
Jazzer's user avatar
  • 83
3 votes
2 answers
1k views

Automatically refresh a standard page layout

I have a webservice callout, and therefore I update a field on pagelayout according to the callback. The problem is I have to refresh the page layout (F5) everytime to see the field updated on my page ...
LoveLace's user avatar
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3 votes
0 answers
954 views

Custom Buttons on Feed Views

Does anyone know why the custom buttons on the new Feed View Layouts released in Spring '14 all collapse into one button when viewed on the left panel or right panel? It is such weird behaviour. Yes,...
JodieM's user avatar
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3 votes
0 answers
113 views

Alternative page layouts for Chatter Mobile

I am customising a version of Salesforce, and our 'Contacts' have quite a lot of fields associated with them. While this looks fine on a Desktop, it is a bit overwhelming to users on the Chatter ...
BBL's user avatar
  • 31
2 votes
1 answer
410 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 ...
Manjot Singh's user avatar
  • 3,516
2 votes
0 answers
176 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 ...
Andegosu's user avatar
2 votes
0 answers
477 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 ...
Khavish 's user avatar
2 votes
0 answers
295 views

Why are changes to my page layout not reflecting in Communities delayed?

I've noticed a weird bug in which changes to my Page Layout used in Communities for say New Contact Records are delayed. An example of this is I have a Phone number field which is displayed on the ...
Deployment Failure's user avatar
2 votes
1 answer
1k views

Not able to access lightning record page layouts in Salesforce 1 app

We are working on to roll out Salesforce 1 mobile app for our users.In this process, we are stuck with one issue which is stopping users from accessing the record pages in the same way we access them ...
Rajasekhar's user avatar
  • 1,601
2 votes
0 answers
225 views

rename of related list section of custom link on page layout of case

in case page-layout there is a section which name is custom link when i go to this section there is section name field which is readonly I want to rename how can i edit this name and put "...
cloudZigZag's user avatar
  • 1,376
2 votes
0 answers
644 views

Missing formula fields when using force:recordEdit

So I have some formula fields on my object page layout and it's not showing when I'm displaying it using force:recordEdit. Any ideia why it wouldn't show? I've checked the permissions and everything ...
Dudu Nato's user avatar
2 votes
0 answers
1k views

How to deploy page layout in Salesforce managed package

I have added a custom object related to contact and added that related list section together with a custom button into Contact layout. I created the managed package and put the Contact layout into the ...
Lance Shi's user avatar
  • 13k
2 votes
0 answers
65 views

Add a Visualforce Page to the Page Layout Header

Is it possible to tag a Visualforce page in such a way that I could have it appear much like the standard functionality for related lists? I have a Visualforce page that "mimics" a related list, and I ...
Steel Reserve 211's user avatar
2 votes
2 answers
25 views

Which objects are displayed when i click on related lists , during ediing a page layout on any Object?

Which objects are displayed when i click on related lists , during ediing a page layout on any Object? Some times I don't find the objects I am looking for when i click related lists when editing a ...
Rann's user avatar
  • 353
2 votes
0 answers
226 views

Is it possible to hide a section/ field in service console view vs normal application view?

Looking to hide a section/ field in console view but should be visible in normal detail view. Is there a way to achieve this ? Thanks
sf_user's user avatar
  • 2,260
2 votes
0 answers
2k views

Display field ONLY in edit mode using Page Layout

Checkbox field. I want to display checkbox ONLY in edit mode, using standard page layout. Is there any way to achieve this without coding Visualforce page?
Andrii Muzychuk's user avatar
2 votes
1 answer
185 views

Visualforce page rendered as PDF giving problem when called in page layout

I have created a visualforce page <apex:page standardController="Contract__c" extensions="ContractPDFControllerExtension" sidebar="false" showHeader="false" renderAs="PDF" > <apex:form &...
Swapnil Kale's user avatar
2 votes
0 answers
777 views

Cannot hide "Attach to Case" action in Article Case Feed tool

In the console, the articles displayed in Articles Case Feed tool has two actions, "Email article as a PDF" and "Attach to Case". I can control the "Email article as a PDF" action by selecting/...
Seesh's user avatar
  • 754
2 votes
0 answers
58 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
Bartley's user avatar
  • 5,277
2 votes
0 answers
468 views

How to customize UI display of an ItemFeed in the Chatter Feed?

I'm trying to customize the way Chatter displays items in the Chatter Feed but I'm not sure it's even possible. By default, it seem that SF is using his own rendering method depending on FeedItem ...
Franck06's user avatar
2 votes
0 answers
160 views

Custom object not displaying name of included custom object

I have a custom object named Notes (Notes__c) living within Opportunities. Notes lets me put in a bunch of great information about my latest meeting, including a list of attendees. I can include ...
SQLHound's user avatar
  • 327
1 vote
0 answers
26 views

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 ...
Jess Stephenson's user avatar
1 vote
0 answers
52 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 ...
sp2's user avatar
  • 77
1 vote
0 answers
408 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 ...
andrew's user avatar
  • 149
1 vote
0 answers
332 views

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 ...
Cnork's user avatar
  • 91
1 vote
1 answer
776 views

Remove "New Lead" button from custom object page layout

I want to remove "New Lead" button from a page layout of custom object. This object is not related to Lead but the button gets displayed by default. I have checked the page layout and the ...
Jenina's user avatar
  • 25
1 vote
1 answer
265 views

Cases Page Layout Design Question

I've added a field to Cases that relate to an Opportunity. 'Insurance Carrier' I'd like that field of the Opportunity to surface under a Tab in the page layout instead of in the details of the Case. ...
mels.c's user avatar
  • 23
1 vote
2 answers
2k views

LWR Theme Header and Footer with slots

I have recently made a new LWR site and want the header and the footer to be fully custom. I am quite new to Salesforce and the documentation on Custom Theme Layouts is very vague. ^^^ In the image ...
Alex Cain's user avatar
1 vote
0 answers
2k views

Field is not visible in lightning page but is visible in classic

I have created 2 new fields in Object lead and added 2 new fileds in the page layout also. But after entering any value from web to lead the data and the field itself is not visible in salesforce ...
Abhijeet Chatterjee's user avatar
1 vote
0 answers
2k views

ActionId dependency in deploying Page Layouts

I am trying to deploy changes from a a github branch into a Salesforce Sandbox but keep getting the following error(s): Case-ACH Bounce Layout Page Layout 0 0 The ActionId specified was invalid ...
Max's user avatar
  • 486
1 vote
1 answer
699 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. ...
Balaji Pooruli's user avatar
1 vote
1 answer
225 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?
Atiqah's user avatar
  • 23
1 vote
0 answers
1k 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 ...
Musisold's user avatar
1 vote
0 answers
1k 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 ...
Santosh Rana's user avatar
1 vote
1 answer
240 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 ...
Rajasekhar's user avatar
  • 1,601
1 vote
1 answer
303 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 ...
Charlie's user avatar
  • 77

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