Add these fields to the compact layout, in this order: Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. Can't complete "Customize Compact Layouts" challenge: Challenge Not yet Welcome to another post in the How I Solved This series. Enable Task Notifications. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. I have been stuck on the Showing Mobile Layout for two days now. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Home Article How I Solved This: Compact Custom Related List Details. Heres a sample compact layout edit page for the Account object. However, in Lightning, the compact layouts dont require a console view. If we have record types associated with an object, we can override the objects primary compact layout and assign different compact layouts to some or all the record types. . Jennifer Cole When you change the compact layout for tasks in the activity timeline, you also impact the fields that show up in the highlights area on tasks, in tasks lists, and everywhere else the compact layout is used. ! Thanks Abhinav. Learn in-demand skills that lead to top jobs with Trailhead. Thanks for contributing an answer to Salesforce Stack Exchange! Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Thats not a bug, theyre just not the fields that are used for that record type. Also , when I'm querying the field in a controller , it's saying : Assign Compact Layouts to Record Types. The module I'm on isAdmin Beginner->Salesforce Mobile App Customization->, I finally figured it out -- turns out there was a checkbox from the PREVIOUS unit that I'd missed. But in cases like my Grades example, where the list is compromised by the number of blank fields, its a marked improvement to add a formula field like this and it only takes a couple of minutes! The highlights panel contains key record fields and is the only part of a record page that you cant customize using the page layout editor. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline. Allow more than 4 fields in Lightning Compact Layout Platform / Customization & App Building Currently even though the compact layout option shows as many fields as you want, only the first 4 show up.So in this example above, I have nine fields, but only 4 show up and there is no warning. It is the web browser choosing to use the old Compact Layout state. Were going to change that. In this case, the highlights panel reflects the fields on the opportunity compact layout, and the expanded lookup card reflects the fields from the account compact layout. Select Read and Edit checkbox for the field they must have access with. Compact Layouts - Salesforce We are all about the community and sharing ideas. Part 3: Create & Clone Users RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Is there any known 80-bit collision attack? Part 6: Create Reports When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field displays the first five fields from the compact layout. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. Move the required fields from Available to Selected. The first several fields you assign to an objects compact layout appear in the objects record highlights panel and in the expanded lookup card you see when you hover over a link in record details. Step 2: In my Guest object, I scroll down to find compact layouts. I found a check box I hadnt checked fixing that solved the problem for the next module. Click Profile. Compact and Mini Page Layouts in Salesforce 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . The fields in the highlights panel are customized using a compact layout. Eugenia Kang I had 8 fields and thats the reason, I was not able to view it. Compact Layouts. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Browse other questions tagged. No such column 'ABCD__c' on entity 'PAC__c'. 3.Make the new compact layout the default for the Showing record type. The field you put first displays at the top in bold. Compact Layout fields not showing up on my Record Type. Enable Recurring Tasks. Although it shows default Compact Layout Fields for the NonProfit Success Pack (NPSP) the worksteps are the same for other Apps.Field Formula for Concatenated Phone Numbers:\"Mobile: \"\u0026LEFT( MobilePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( MobilePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( MobilePhone , 4) \u0026 \" ; Home Phone: \"\u0026LEFT( HomePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( HomePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( HomePhone , 4)\u0026\"; Work Phone: \"\u0026 LEFT( npe01__WorkPhone__c , 3)\u0026\"-\"\u0026 RIGHT(LEFT( npe01__WorkPhone__c , 6), 3) \u0026\"-\"\u0026 RIGHT( npe01__WorkPhone__c , 4)This video is part of a playlist that shows several options for Customizing your Lightning Experience Layouts:Salesforce Lightning 201-1a: \"Soft\" add Tab to App Navigation BarSalesforce Lightning 201-1b: Modifying the App Navigation Bar Salesforce Lightning 201-1c: Modifying a Profile's App Navigation BarSalesforce Lightning 201-2: Adding Fields to the Compact Layout *** THIS VIDEO ***Salesforce Lightning 201-3: Modifying Action Button and Tab Sequence Salesforce Lightning 201-4: Add Related List Quick Link Component ** My Favorite! When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. Your Layouts Can Customize Lightning Experience Records, Get more from Salesforce with our educational webinars, Understand how page layout elements drive content on record pages in Lightning Experience, Identify which part of the Lightning Experience user interface is driven by a compact layout, Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. Copyright 2000-2022 Salesforce, Inc. All rights reserved. And the Type field, whose default picklist options are far longer than the 18 characters that can show here, is truncated nearly to the point of uselessness. If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. Grades use two very different record types: Course Grade and Attendance. Are your users not able to see the fields you've . on Report. I did that and the field appeared and I added to the compact layout without a problem. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. He has 9 Salesforce certifications. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Formula Field not visible in Layout - Salesforce Stack Exchange I beg to differ with it. It shows the name of the layout and a list of fields to display. When I . Ella Marks Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Now, lets check out that same record in Lightning with a custom compact layout. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. I solved this with a formula field that returns text. Any help? Show me your screenshots @gilliankbruce! Not sure how to continue. Go to create --> object --> Pac --> Select your field. Seriously, thats it. Now, add different record types using different sets of fields for their most important data and it can be really challenging to decide which fields to display in your table! Even with a full-width list, its hard for users to scan all the way across. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. We can also see the same contact record in the mobile app. Part 2: Create an App With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. Follow along with this video series to ensure youre adhering to the best practice of least privilege access: giving your users the data access they needand only what [], By Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. 4. looks like your Field Level Security (FLS) has not been setup correctly. Solution Deployed. Biggest Mistakes Admins Make with LeeAnne Rimel, Data Cloud for Admins with Muralidhar Krishnaparsad, Three Ways Salesforce Admins Can Deliver Impact at Any Organization, Solve Problems by Experimenting with Lynn Guyer, Learn About Data Visibility and Access with the Updated Who Sees What Video Series, How #AwesomeAdmins Help Salesblazers Sell as a Team, Sandboxes vs. Scratch Orgs and How to Use Them. A field is added to the compact layout, but it is missing in the highlights panel. The rest of the details are below, so users can still scroll down to see all the fields for the object. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Notice that, in the screenshot, each row has about half of the columns empty. In step 4 ensure that Event Layout is marked. This is extremely painful. Heres an example of an opportunity record page. Step 5: See it in action. Tasks. The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce. HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. What is the symbol (which looks similar to an equals sign) called? rev2023.5.1.43405. I'm getting the exact same error. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Custom Field Not Showing Up for Opportunity Product. Subscriber and Provider Orgs in Salesforce ConnectCross-Org Adapter Picklist Considerations for Salesforce ConnectCross-Org Adapter Provide Actions, Buttons, and Links API Names for External Objects and Custom Fields in Salesforce. (On smaller screens, the highlights panel displays fewer fields.) Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Compact Layout fields not showing | Salesforce Trailblazer Community Each record type can have only one compact layout assigned to it. Below, Ive placed an even more generic example. i.e the field itself is not showing up ,let alone value. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Making statements based on opinion; back them up with references or personal experience. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. The field we put first displays at the top in bold. It isn't that your changes aren't being applied. First, let me remind you that you dont need to do this every time. TIA. Customize Task List Actions. Part 8: Create & Edit Permission Sets. Click View on the object that must be modified. Page Layouts. The formula for my Opportunities list view looks a little more complicated, but it breaks down pretty simply: This one starts with punctuation because once Amount is converted into text you lose the currency sign. The point Im making is that you get information fast. This video shows how to modify the fields that display at the t. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Customize Record Details with Page Layouts - Salesforce Hoc Ngo #Customer Service . Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. I have a formula field which , when I'm pulling to page layout is not showing up at all. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Is there a generic term for these trajectories? Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Set Up Salesforce Connect to Access Data in Another Org with the. Lets look at the Details field for the Grades related list. This story will show how to hide unnecessary fields. Step 1: From Setup, I go into the object manager and select Guest. TIP: Put the objects Name field first to provide context for your users when they view a record. Custom fields not showing value in Comp | Known Issues - Salesforce

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