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. 4. looks like your Field Level Security (FLS) has not been setup correctly. Why don't we use the 7805 for car phone chargers? Enable Task Notifications. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Change). In Classic, compact layouts were only used for Salesforce1 mobile experience. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. | By With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. I click New to create a new layout. 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. Is there any known 80-bit collision attack? Hello! Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Tasks. Hank Scurry Peggy I reread your comment and realized what you meant about highlighting. Eugenia Kang Check out the page view of the same record in Lightning. Click Edit. 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. 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. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Or, show stages, amounts, and ownership fields on an opportunity. 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. April 6, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Thats like a pitcher of lemonade under a shade tree on a warm summer day with all of your friends and a sprinkler with two dogs playing in the background! 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! Is there a generic term for these trajectories? First, we need to find and open the lead page layout. Compact layouts control which fields users see in the highlights panel at the top of a record. I click New to create a new layout. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. 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. | Heres the related page for the same account object in Lightning Experience. Each record type can have only one compact layout assigned to it. list view is below. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Thanks! When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Home Article How I Solved This: Compact Custom Related List Details. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. The error message was a little mis-leading :). 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. (LogOut/ A few moments' work and this version of the related list has all the details my users might need: How I solved it. Salesforce conditionally display fields based on value? TIP: Put the objects Name field first to provide context for your users when they view a record. rev2023.5.1.43405. Step 5: See it in action. My upgraded (pardon the pun!) It isn't that your changes aren't being applied. . Making statements based on opinion; back them up with references or personal experience. Should have thought about it in first place ! 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. Considerations for Closing and Reopening Tasks. Gillian is a Principal Admin Evangelist at Salesforce. 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. | Assign Compact Layouts to Record Types. So I converted the month, then day, then year, each with the slash between them as text. Rename Object, Tab, and Field Labels. Move the required fields from Available to Selected. Learn more about Stack Overflow the company, and our products. I solved this with a formula field that returns text. Also , when I'm querying the field in a controller , it's saying : Go to Field Level Security. When do you use in the accusative case? looks like your Field Level Security (FLS) has not been setup correctly. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. I had to convert number fields to text using the TEXT function. 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. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Got same error on Step 3 while taking Challenge, Please advice. And heres what that same account record looks like in the mobile app. 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. Click Lead to open the object and then click Page Layouts. 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. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? 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. Page Layouts. 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. No such column 'ABCD__c' on entity 'PAC__c'. I found a check box I hadnt checked fixing that solved the problem for the next module. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. These page layout elements arent supported in Lightning Experience. 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. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Click Profile. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Then Set Field-Level Security and make sure it is visible to your profile. Customize Task List Actions. rich text area. Paolo Sambrano Learn in-demand skills that lead to top jobs with Trailhead. (LogOut/ Set Up Salesforce Connect to Access Data in Another Org with the. 3.Make the new compact layout the default for the Showing record type. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Compact Layout Limitations and Considerations. I created a Record Type on my Case object and created a new Compact Layout added some fields and then assigned that to my Record Type. 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. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. 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. Compact layouts control which fields your users see in the highlights panel at the top of a record. Hi Reid -- the API names are correct, I believe. We are all about the community and sharing ideas. (Hint: Do not change the primary compact layout for events. 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. How I Solved This: Compact Custom Related List Details. 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 problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Example : In this case we will create a compact layout for the Contact object. :). Compact layouts control which fields your users see in the highlights panel at the top of a record. 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. Search for an answer or ask a question of the zone or Customer Support. As with page layouts, there are separate compact layouts for each object. Copyright 2000-2022 Salesforce, Inc. All rights reserved. "Existing Customer - Upgrade", "Exist-Up". 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! We are using Person Accounts. Click View on the object that must be modified. 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. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . However, in Lightning, the compact layouts dont require a console view. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout.

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