salesforce compact layout not showing all fields

The mini page layout defines the hover details that display when we mouse over a field on an objects detail page or in the Recent Items section of the sidebar. In step 4 ensure that Event Layout is marked. Then Set Field-Level Security and make sure it is visible to your profile. Never mind. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. These page layout elements arent supported in Lightning Experience. I click New to create a new layout. Select Read and Edit checkbox for the field they must have access with. The error message was a little mis-leading :). 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. Thats the moment to think, Perhaps I need a formula here instead!. It isn't that your changes aren't being applied. Rename Object, Tab, and Field Labels. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. "Existing Customer - Replacement", "Exist-Repl". Go figure The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. 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. 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. Change). 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. Compact layouts support all field types except: text area. 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. 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. 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. Below, Ive placed an even more generic example. Are your users not able to see the . (LogOut/ 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. Notice that, in the screenshot, each row has about half of the columns empty. 3.Make the new compact layout the default for the Showing record type. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Eugenia Kang Move the required fields from Available to Selected. Example : In this case we will create a compact layout for the Contact object. i.e the field itself is not showing up ,let alone value. I have a formula field which , when I'm pulling to page layout is not showing up at all. . 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. Jennifer Cole We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. 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. Various trademarks held by their respective owners. Learn more about Stack Overflow the company, and our products. New >> Enter the label >> Add the fields to the compact layout. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Part 8: Create & Edit Permission Sets. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Highlights panels display the first field from the compact layout at the top in an accented font. Step 5: See it in action. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. When do you use in the accusative case? | Search for an answer or ask a question of the zone or Customer Support. (LogOut/ Way cleaner. Compact layouts also control how records display in the Salesforce mobile app. It is the web browser choosing to use the old Compact Layout state. . This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Learn how she approached building her solution and her tips for developing admin skills. Various trademarks held by their respective owners. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. New >> Enter the label >> Add the fields to the compact layout. This story will show how to hide unnecessary fields. It only takes a minute to sign up. 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. Not sure how to continue. "Existing Customer - Upgrade", "Exist-Up". This is a podcast record in Classic. Go to Field Level Security. Hi Reid -- the API names are correct, I believe. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. I am not sure anyone has solved this. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. [], By The best answers are voted up and rise to the top, Not the answer you're looking for? It shows the name of the layout and a list of fields to display. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Step 4: Now that Ive created my compact layout, I need to assign it as the default. 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. At some point, I remember seeing the highlights panel in Service Cloud, where you could add info to three panes and thought that was the bees knees. Even the formula writing is pretty simple if youve worked with formulas in Salesforce. The rest of the details are below, so users can still scroll down to see all the fields for the object. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Ella Marks The result speaks for itself! Thanks for contributing an answer to Salesforce Stack Exchange! Thanks Sameer for your comment that was the right answer. First, find and open the compact layouts node in Setup for Energy Audit. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? My profile can see the PersonAccount records. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). A few moments' work and this version of the related list has all the details my users might need: How I solved it. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. In Classic, compact layouts were only used for Salesforce1 mobile experience. Compact layouts control which fields your users see in the highlights panel at the top of a record. 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. From Setup, click Object Manager. Now, lets check out that same record in Lightning with a custom compact layout. list view is below. The field we put first displays at the top in bold. Check out the page view of the same record in Lightning. Assign Compact Layouts to Record Types. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. First, let me remind you that you dont need to do this every time. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . A field is added to the compact layout, but it is missing in the highlights panel. 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. Thanks Abhinav. Welcome to another post in the How I Solved This series. These page layout elements are supported in Lightning Experience. 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. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. This is extremely painful. Customize Task List Actions. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? And heres what that same account record looks like in the mobile app. Seriously, that . 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. But what org type should you use for building and testing? Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. We can also see the same contact record in the mobile app. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Hoc Ngo #Customer Service . Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? It shows the name of the layout and a list of fields to display. Hi Paul, Im with the same problem, Im stuck in this challenge. Meanwhile, an Attendance record counts absences for the semester. Any suggestions please? Like a glass of lemonade under a shade tree on a warm summer day. Keep in mind that the changes affect all users assigned to the profile. 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. 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! I click on a guest record and voila! Show me your screenshots @gilliankbruce! As with page layouts, there are separate compact layouts for each object. 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. A compact layout lets you put the most important fields where your users can easily see them. 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!

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