4. looks like your Field Level Security (FLS) has not been setup correctly. But that required creating console views for every user- and not every user like the console. Salesforce conditionally display fields based on value? I had 8 fields and thats the reason, I was not able to view it. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. These are the fields that will appear at the very top of my Guest record page, so I pick the fields that are the most important to me and save it. If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. Thats not a bug, theyre just not the fields that are used for that record type. Like a glass of lemonade under a shade tree on a warm summer day. Compact Layout field changes not reflected in Lightning - Salesforce You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. And sweet fancy moses do they make the page come alive! TIP: Put the objects Name field first to provide context for your users when they view a record. I click on a guest record and voila! Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Keep in mind that the changes affect all users assigned to the profile. In the Salesforce mobile app, the fields that we assign to a compact layout appear in: Compact layouts support all field types except: We can access a mini page layout from the existing page layout. Step 5: See it in action. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Various trademarks held by their respective owners. Event and task compact layouts determine the fields that appear in the details section when you expand an activity in the activity timeline in Lightning Experience. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Thats the moment to think, Perhaps I need a formula here instead!. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Maria wants to call attention to the most important fields on the object when her users view the audit records. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. The error message was a little mis-leading :). Sign Up Have an account? We can also see the same contact record in the mobile app. 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. It seems that it does not matter how many times you try and perform aCompact Layout Assignment to try and change the Record Type Overrides from the System Default to the Showing Mobile Layout and save it the system reverts back. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? Search for an answer or ask a question of the zone or Customer Support. It absolutely not allow you to save theRecord Type Overrides from the System Default to the Showing Mobile Layout which is what the lesson is asking you to do. Find Object Management Settings. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. 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. Even the formula writing is pretty simple if youve worked with formulas in Salesforce. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Enter your email address to subscribe to this blog and receive notifications of new posts by email. I had to convert number fields to text using the TEXT function. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Im going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page. I am not sure anyone has solved this. Notice that, in the screenshot, each row has about half of the columns empty. It's part of a playlist that shows other Lightning layout modifications that you should consider. Customize Record Details with Page Layouts - Salesforce Learn how he approached building his solution and his tips for developing admin skills. Search for an answer or ask a question of the zone or Customer Support. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. I click New to create a new layout. This is extremely painful. Click Lead Layout. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. 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! Page Layouts. I support showing only the absolute minimum number of fields when creating a new Salesforce record. It isn't that your changes aren't being applied. click on a date with an event that had a formula or custom field on the compact layout. Honestly, the hardest part was deciding what to name my new formula field, since its going to be the column header in my related list. Compact Layout fields not showing up on my Record Type. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Paolo Sambrano Are your users not able to see the fields you've .
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