Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Various trademarks held by their respective owners. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers Heres a sample contact record in Lightning Experience. 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. Compact Layouts. list view is below. 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! Way cleaner. Well get into compact layouts shortly. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? (Hint: Do not change the primary compact layout for events. Click View on the object that must be modified. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Are your users not able to see the . In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. I click on a guest record and voila! Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Tasks. I click New to create a new layout. Asking for help, clarification, or responding to other answers. 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. Part 5: Create & Edit Objects Keep in mind that the changes affect all users assigned to the profile. Hello! Learn in-demand skills that lead to top jobs with Trailhead. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. 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. Change), You are commenting using your Facebook account. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. We have separate compact layouts for each object. Compact Layouts - Salesforce By 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. The result speaks for itself! 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. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Removing a field from a page layout . Thanks. Heres the related page for the same account object in Lightning Experience. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Notice that, in the screenshot, each row has about half of the columns empty. 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." So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. It is the web browser choosing to use the old Compact Layout state. 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. 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. Step 4: Now that Ive created my compact layout, I need to assign it as the default. We are all about the community and sharing ideas. You can see that the System Default compact layout is assigned as the primary compact layout right now. Click Profile. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? rich text area. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Show me your screenshots @gilliankbruce! It's part of a playlist that shows other Lightning layout modifications that you should consider. So I converted the month, then day, then year, each with the slash between them as text. 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. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Thats the moment to think, Perhaps I need a formula here instead!. Highlights panels display the first field from the compact layout at the top in an accented font. [], By 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. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . A compact layout lets you put the most important fields where your users can easily see them. Added a field to compact layout, but it is missing in the highlights When do you use in the accusative case? It isn't that your changes aren't being applied. Check out the rest of the Learn Lightning series: Part 1: Setup Customize the User Interface Unit | Salesforce Trailhead 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. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Part 2: Create an App For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. That solved it . So lots of work, little reward. Compact layouts also control how records display in the Salesforce mobile app. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. But what org type should you use for building and testing? The point Im making is that you get information fast. Peggy I reread your comment and realized what you meant about highlighting. We are all about the community and sharing ideas. Learn how she approached building her solution and her tips for developing admin skills. Home Article Learn Lightning: Compact Layouts. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. Dislike 0 Need an account? This is extremely painful. 4. looks like your Field Level Security (FLS) has not been setup correctly. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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! I have a formula field which , when I'm pulling to page layout is not showing up at all. However, in Lightning Experience, the page elements display differently and some arent supported. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. 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 Edit. Search for an answer or ask a question of the zone or Customer Support. 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. 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. Connect and share knowledge within a single location that is structured and easy to search. 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. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. How I Solved This: Compact Custom Related List Details 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. Save. Custom fields not showing value in Comp | Known Issues - Salesforce | Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. What am I missing? TIA. Salesforce Lightning 201-2: Adding Fields to the Compact Layout I am not sure anyone has solved this. Below, Ive placed an even more generic example. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Like a glass of lemonade under a shade tree on a warm summer day. April 28, 2023, You asked; we listened. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. For example, show phone numbers and regions on an account. I found a check box I hadnt checked fixing that solved the problem for the next module. I had to convert number fields to text using the TEXT function. Customize the Fields that Display on Tasks in the Activity - Salesforce You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. 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. Follow along with this video series to ensure youre adhering to the best practice of least privilege access: giving your users the data access they needand only what [], By I solved this with a formula field that returns text. Maria wants to call attention to the most important fields on the object when her users view the audit records. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. Compact Layout fields not showing up on my Record Type. Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce Goto Activity Custom Fields and create a new field "Property", Text 255. Open in app I beg to differ with it. By Move the required fields from Available to Selected. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. I had 8 fields and thats the reason, I was not able to view it. Thanks! Compact and Mini Page Layouts in Salesforce 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. Various trademarks held by their respective owners. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. 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. 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. Step 5: See it in action. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. In Classic, compact layouts were only used for Salesforce1 mobile experience. Lets look at the Details field for the Grades related list. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Rename Object, Tab, and Field Labels. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Go to create --> object --> Pac --> Select your field. 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. Grades use two very different record types: Course Grade and Attendance. Compact layouts control which fields your users see in the highlights panel at the top of a record. 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. Preena Johansen First, find and open the compact layouts node in Setup for Energy Audit. Is there a generic term for these trajectories? By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. When I . 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! 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. Find Object Management Settings. Paul. 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. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. 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. Then you find this field in the event compact layout settings as well. Control User Access to Fields. Example : In this case we will create a compact layout for the Contact object. Considerations for Enabling User Control of Task Notifications. 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. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Having trouble completing "Customize compact layouts" - Salesforce Heres an example of an opportunity record page. Thats not a bug, theyre just not the fields that are used for that record type. . Any help? She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. We can help our users see what they need on mobile screens to quick recognize the records. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Heres a sample compact layout edit page for the Account object. multi-select picklist. Step 1: From Setup, I go into the object manager and select Guest. We can also see the same contact record in the mobile app. Click Lead Layout. Thanks for contributing an answer to Salesforce Stack Exchange! My upgraded (pardon the pun!) Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. 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. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work.
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