salesforce compact layout not showing all fields

:). It shows the name of the layout and a list of fields to display. A field is added to the compact layout, but it is missing in the highlights panel. 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. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Does a password policy with a restriction of repeated characters increase security? 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. The field you put first displays at the top in bold. Now in the point 3, I got this error message: "The 'Showing Mobile Layout' compact layout does not appear set as the default layout for the 'Showing' record type." rich text area. 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. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? First, we need to find and open the lead page layout. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Is there such a thing as "right to be heard" by the authorities? Hoc Ngo #Customer Service . if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Click Edit. Rename Object, Tab, and Field Labels. looks like your Field Level Security (FLS) has not been setup correctly. Hi Reid -- the API names are correct, I believe. Hank Scurry 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. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didnt have a chance to get to. Thanks. Part 6: Create Reports Do you have an interesting idea or useful tip that you want to share? Below, Ive placed an even more generic example. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. 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. Highlights panels display the first field from the compact layout at the top in an accented font. Heres an example of an opportunity record page. 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. This video walks you through the settings in the custom object wizard to make sure your fields are visible to the right profiles, and on the page layout. Check out the page view of the same record in Lightning. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Thanks for contributing an answer to Salesforce Stack Exchange! Click Save. Create Compact Layouts. 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). But what org type should you use for building and testing? You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. And since Compact Layouts tied directly to Salesforce1- which a small part of my user base was using- I focused on wins that drove adoption to the broader set of users. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Compact Layouts. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. As with page layouts, there are separate compact layouts for each object. New >> Enter the label >> Add the fields to the compact layout. (Hint: Do not change the primary compact layout for events. Assign Compact Layouts to Record Types. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? In Classic, compact layouts were only used for Salesforce1 mobile experience. Grades use two very different record types: Course Grade and Attendance. Describe how compact layouts help your users. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. 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. Home Article How I Solved This: Compact Custom Related List Details. . Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Home Article Learn Lightning: Compact Layouts. However, in Lightning Experience, the page elements display differently and some arent supported. The point Im making is that you get information fast. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? This story will show how to hide unnecessary fields. Gillian is a Principal Admin Evangelist at Salesforce. Sign Up Have an account? The solution has been given byWolfgang Kampktter, Kindly closed this question and mark as solved, 1.Create a new event compact layout with the label:Showing Mobile Layout. Ella Marks Do you have an interesting idea or useful tip that you want to share? I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. Do you have permission to access that field. 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. Then you find this field in the event compact layout settings as well. My profile can see the PersonAccount records. Asking for help, clarification, or responding to other answers. Here are a few more more tidbits about how compact layouts work. Compact Layout fields not showing up on my Record Type. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. 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. 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. Click Lead Layout. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. 565), Improving the copy in the close modal and post notices - 2023 edition, New blog post from our CEO Prashanth: Community is the future of AI, Formula works on page layout, but displays #Error! 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 highlights panel contains key record fields and is the only part of a record page that you cant customize using the page layout editor. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. I am not sure anyone has solved this. When do you use in the accusative case? Even with a full-width list, its hard for users to scan all the way across. Heres a sample compact layout edit page for the Account object. on Report. Various trademarks held by their respective owners. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. 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. click on a date with an event that had a formula or custom field on the compact layout. . We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. 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. "Existing Customer - Upgrade", "Exist-Up". Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Various trademarks held by their respective owners. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. The field we put first displays at the top in bold. Search for an answer or ask a question of the zone or Customer Support. 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. Control User Access to Fields. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Paul. Enable Group Tasks in Salesforce Classic. 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. What am I missing? For example, below is a related list of the Grades custom object in an education org. We are all about the community and sharing ideas. 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. Example : In this case we will create a compact layout for the Contact object. 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. Select Read and Edit checkbox for the field they must have access with. Dislike 0 Need an account? Go to create --> object --> Pac --> Select your field. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. I support showing only the absolute minimum number of fields when creating a new Salesforce record. Once I went through and caught that it passed ok. Copyright 2000-2022 Salesforce, Inc. All rights reserved. This video shows how to modify the fields that display at the t. i.e the field itself is not showing up ,let alone value. 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. Also , when I'm querying the field in a controller , it's saying : In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Mini page layout help us to see the minimum required details to get an overview of a record, without going to the records detail page. Why don't we use the 7805 for car phone chargers? Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Customize Task List Actions. Goto Activity Custom Fields and create a new field "Property", Text 255. multi-select picklist. In step 4 ensure that Event Layout is marked. Part 4: Create Groups Preena Johansen Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. I have a formula field which , when I'm pulling to page layout is not showing up at all. Hi Paul, Im with the same problem, Im stuck in this challenge. Learn how he approached building his solution and his tips for developing admin skills. Browse other questions tagged. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Enable Task Notifications. Step 1: From Setup, I go into the object manager and select Guest Step 2: In my Guest object, I scroll down to find compact layouts. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. I did that and the field appeared and I added to the compact layout without a problem. 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. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. Theres not that much to see: Its a simple IF statement that returns one set of concatenated text and fields for the Attendance record type, and a different set otherwise. He has 9 Salesforce certifications. Step 5: See it in action. Generating points along line with specifying the origin of point generation in QGIS, Two MacBook Pro with same model number (A1286) but different year, Ubuntu won't accept my choice of password. Its ok. Like a glass of lemonade on a warm summer day. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Considerations for Closing and Reopening Tasks. Part 3: Create & Clone Users My upgraded (pardon the pun!) Same here. The fields in the highlights panel are customized using a compact layout. I found a check box I hadnt checked fixing that solved the problem for the next module. Design a site like this with WordPress.com, Follow Salesforce Thinkers on WordPress.com, Text Formula Operators and Functions in Salesforce, Math Formula Operators and Functions in Salesforce. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Even the formula writing is pretty simple if youve worked with formulas in Salesforce. I solved this with a formula field that returns text. 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. 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. ! Part 5: Create & Edit Objects It shows the name of the layout and a list of fields to display. Thats not a bug, theyre just not the fields that are used for that record type. 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. Go figure You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Never mind. Navigate to -. I click on a guest record and voila! By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Koji Twitch Real Name, How Long Is 7 Business Days From Today, Cbra Fact Sheet Why Are Animals Necessary In Biomedical Research, Articles S