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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12 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 ...
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1answer
16 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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12 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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23 views

Visualforce page widget for classic appears in clone modal in lightning mode

If I add visualforce page to Salesforce Page layout (for example Opportunity layout), I see it in Clone modal in Lightning mode. Is there a way to not expose layout items in Lightning Clone modal ?
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10 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 ...
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1answer
20 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 ...
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15 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 ...
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2answers
53 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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25 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 ...
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1answer
37 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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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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20 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
86 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 ...
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1answer
33 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 ...
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1answer
25 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 ...
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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 ...
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1answer
38 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 ...
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1answer
35 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 ...
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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 ...
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2answers
79 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 ...
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1answer
42 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. ...
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22 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 ...
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1answer
33 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 ...
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1answer
378 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 ...
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1answer
273 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 ...
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35 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 ...
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1answer
51 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 ...
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1answer
53 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<...
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23 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 ...
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1answer
85 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....
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1answer
62 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 ...
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1answer
35 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 ...
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1answer
76 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, ...
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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 ...
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1answer
46 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:...
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172 views

Error when validating a Change Set: “In field: excludeButtons, no such standard action”

I'm deploying from a Sandbox(Develop) into another Sandbox(Partial) but when trying to validate the Change Set got the following error referring to Campaign Member Page Layout in target org: 'In ...
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1answer
159 views

How can we assign different lighting page layout for different record types from the community builder

In service cloud we created different lightning page layouts for different record types and assigned accordingly. For reference see in the attachment. I have same requirements for the community. How ...
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1answer
30 views

Can I display an embedded visualforce page on record create?

If I have a visualforce page embedded on my custom object's standard page layout, should it show when I create a new record or only on edit? I created a basic form for some questions where I needed a ...
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1answer
28 views

how to show picklist values in different languages dependent on the current user’s country?

I want to show picklist values in the language of the logged in user. (don't want to use VF pages)
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23 views

How to get the read only status of a field on a page layout from the API?

I'm using net.describeLayout from react-native-force to get the fields on the page layouts. However the problem is that it doesn't seem that the 'read-only' property from the page layout gets returned ...
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1answer
129 views

Repeat checkbox not working on Global Actions quick action layout for event

When on the calendar tab or event object directly checking the repeat checkbox expands another menu allowing the user to choose the repeat interval. However, when creating an event from an associated ...
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1answer
34 views

Is the function that formats phone numbers available?

On a layout, if I update a phone number, Salesforce will automatically format it like a phone number if it can. But if I change it on the backend, like through apex or the developer console, it will ...
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2answers
64 views

Does Deleting a Custom Field Remove It From All Page Layouts?

Does Deleting a Custom Field Remove It From All Page Layouts? We have around 90 Case Page-layouts. We were recently told to remove a field from all of them. For best practices, we want to remove the ...
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2answers
383 views

Retrieve Page Layouts in Source Format

How can I get all page layouts from an org in Source Format? Some things I've tried # Retrieve $ sfdx force:source:retrieve -m "Layout" $ sfdx force:source:retrieve -m "Layout:My_Object__c" $ sfdx ...
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1answer
269 views

Lightning Web Component - Custom Names

I know this is not a very important question and with LWCs being new probably doesn't have an answer yet, but as I'm hoping to master these every little detail matters to me. How do I customize the ...
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1answer
57 views

How to redirect to a record page?

I have a custom VF page in a section in the Lead layout. The page is showing a table with specific information. When I clink on the link I expected to see an account record page. The link is not a ...
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23 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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128 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
26 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
145 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 ...