I click New to create a new layout. For example, below is a related list of the Grades custom object in an education org. Compact layouts support all field types except: text area. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? (LogOut/ This is extremely painful. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers Thats not a bug, theyre just not the fields that are used for that record type. A few moments work and this version of the related list has all the details my users might need: I solved this with a formula field that returns text. My upgraded (pardon the pun!) What compact layouts have you created in Lightning? So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. Assign Compact Layouts to Record Types. Describe how compact layouts help your users. The rest of the details are below, so users can still scroll down to see all the fields for the object. Has anyone found a way to get this challenge passed? 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. Seriously, that . As host of the Salesforce Admins Podcast, she has helped deliver 250+ interviews from admins, product experts, and community leaders to listeners around the globe. [], By For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. 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. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Well get into compact layouts shortly. (On smaller screens, the highlights panel displays fewer fields.) We can help our users see what they need on mobile screens to quick recognize the records. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By 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! ! In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. How to hide fields in New mode in Salesforce Dynamic Forms - Medium Custom Formula Field on custom object has disappeared from page layout, IMAGE Function not displaying image in field (previously worked), Datetime formula field is not getting updated. Sign Up Have an account? A few moments' work and this version of the related list has all the details my users might need: How I solved it. Customize the User Interface Unit | Salesforce Trailhead Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. Go to create --> object --> Pac --> Select your field. | Its ok. Like a glass of lemonade on a warm summer day. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Ella Marks Copyright 2000-2022 Salesforce, Inc. All rights reserved. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Considerations for Closing and Reopening Tasks. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. No such column 'ABCD__c' on entity 'PAC__c'. Enable Recurring Tasks. 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. You can see that the System Default compact layout is assigned as the primary compact layout right now. 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. Preena Johansen I found a check box I hadnt checked fixing that solved the problem for the next module. Instead of related lists with compromises for which fields to display, weve got related lists that show exactly the information users need and that fit within the width of the page layout. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Move the required fields from Available to Selected. I solved this with a formula field that returns text. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? Seriously, thats it. Its now got even more information for each row than the original list view could display when I took a screenshot of the full-width view! click on a date with an event that had a formula or custom field on the compact layout. Compact Layout Limitations and Considerations - Salesforce Control User Access to Fields. Below, Ive placed an even more generic example. And one last idea: You could very easily include emoji in your formula, which would give quick graphical information in your related list, like this: Michael Kolodner is an independent Salesforce consultant who works with nonprofits (find him at www.kolodner.com). Do you have an interesting idea or useful tip that you want to share? I got the answer from the link you shared that though Salesforce allows 10 fields to be added to the Compact layout, in the Highlights panel, we will be able to view only 7 fields. there is my new compact layout. In step 4 ensure that Event Layout is marked. To learn more, see our tips on writing great answers. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! Dislike 0 Need an account? We'll check visibility by field, and then we'll check by profile, since depending on the situation, one way might be faster than another. Like a glass of lemonade under a shade tree on a warm summer day. Check out the page view of the same record in Lightning. April 28, 2023, You asked; we listened. We are all about the community and sharing ideas. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. From Setup, click Object Manager. It feels like a waste of screen real estate and a missed opportunity to make the related list easy for users to parse for information, right? Thanks for contributing an answer to Salesforce Stack Exchange! He has 9 Salesforce certifications. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. Having trouble completing "Customize compact layouts" - Salesforce Were going to change that. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . How I Solved This: Compact Custom Related List Details Making statements based on opinion; back them up with references or personal experience. Hello!! Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Solution Deployed. This is a podcast record in Classic. Formula Field not visible in Layout - Salesforce Stack Exchange Customize the Fields that Display on Tasks in the Activity Timeline. 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. The best answers are voted up and rise to the top, Not the answer you're looking for? i.e the field itself is not showing up ,let alone value. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Jennifer Cole Learn more about Stack Overflow the company, and our products. With Lighting your users dont have to search the page for relevant information- they get it at the top of the page, so they can consume it and continue on with their day. Page Layouts. Got same error on Step 3 while taking Challenge, Please advice. Salesforce Lightning 201-2: Adding Fields to the Compact Layout When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Step 1: From Setup, I go into the object manager and select Guest. Hank Scurry March 30, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Preena Johansen solves a customer insights problem using CRM Analytics and App Builder. (Hint: Do not change the primary compact layout for events. But that required creating console views for every user- and not every user like the console. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important. As with page layouts, there are separate compact layouts for each object. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? | Welcome to another post in the How I Solved This series. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. These page layout elements are supported in Lightning Experience. Does a password policy with a restriction of repeated characters increase security? Home Article Learn Lightning: Compact Layouts. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Part 5: Create & Edit Objects Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Heres a sample compact layout edit page for the Account object. here's what's wrong: The 'Showing Mobile Layout' compact layout does not appear to have the following fields in this order: Subject, Start, Property, Name. (LogOut/ And heres what that same account record looks like in the mobile app. Customize Record Highlights with Compact Layouts - Salesforce Asking for help, clarification, or responding to other answers. Highlights panels display the first field from the compact layout at the top in an accented font. Is there any known 80-bit collision attack? Enable Group Tasks in Salesforce Classic. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Here are a few more more tidbits about how compact layouts work. Click Save. Compact Layouts. I had to convert number fields to text using the TEXT function. Various trademarks held by their respective owners. A compact layout lets you put the most important fields where your users can easily see them. Click Lead Layout. Heres a sample contact record in Lightning Experience. I had 8 fields and thats the reason, I was not able to view it. I select and save on mine, and it doesn't seem to save it, keeps defaulting back and then I get the error on challenge. I have a formula field which , when I'm pulling to page layout is not showing up at all. Any help? How a top-ranked engineering school reimagined CS curriculum (Ep. rev2023.5.1.43405. Each record type can have only one compact layout assigned to it. 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. But what org type should you use for building and testing? Customize the Fields that Display on Tasks in the Activity - Salesforce The field we put first displays at the top in bold. TIA. Step 2: In my Guest object, I scroll down to find compact layouts. When you create a custom object, its automatically assigned to a system default compact layout, which has only one field on it: the object name. 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. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Maria wants to call attention to the most important fields on the object when her users view the audit records. It is the web browser choosing to use the old Compact Layout state. list view is below. Navigate to -. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Grades use two very different record types: Course Grade and Attendance. Customize Record Details with Page Layouts - Salesforce Change), You are commenting using your Facebook account. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Custom Field Not Showing Up Even Though it's In the Page Layout Why don't we use the 7805 for car phone chargers? Change). April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. . Way cleaner. We can also see the same contact record in the mobile app. New >> Enter the label >> Add the fields to the compact layout. Part 7: Create & Edit Profiles Can't complete "Customize Compact Layouts" challenge: Challenge Not yet 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. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce 3.Make the new compact layout the default for the Showing record type. in your formula, which would give quick graphical information in your related list, like this: SteveMos Formulas for the Everyday Admin at Londons Calling, How I Solved It: Run a Flow Scheduled Path Based on a Field Change, How I Solved This: Beat the Formula Compile Error, How I Solved This: Easy Image Flags with Emoji, How I Solved It: Manage Data with MuleSoft, How I Solved It: Design User-Friendly Apps, How I Solved It: Deliver Insights with CRM Analytics. Are your users not able to see the fields you've . Click View on the object that must be modified. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. looks like your Field Level Security (FLS) has not been setup correctly. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Salesforce conditionally display fields based on value? Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Added a field to compact layout, but it is missing in the highlights Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. TIP: Put the objects Name field first to provide context for your users when they view a record. And sweet fancy moses do they make the page come alive! 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. The fields in the highlights panel are customized using a compact layout. Even though you made your field available on a page layout, the FLS must be enabled for your profile to be able to see the field on the page layout and on a query. How I Solved This: Compact Custom Related List Details. 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. Create Compact Layouts. 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. In Classic, compact layouts were only used for Salesforce1 mobile experience. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. xcolor: How to get the complementary color. 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. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Click Lead to open the object and then click Page Layouts. The field you put first displays at the top in bold. Tasks. Hello! Compact and Mini Page Layouts 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. Home Article How I Solved This: Compact Custom Related List Details.
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