Various trademarks held by their respective owners. Check out the rest of the Learn Lightning series: Part 1: Setup (LogOut/ Go to Field Level Security. 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! | Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Part 6: Create Reports 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. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. 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! 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. Compact and Mini Page Layouts in Salesforce New >> Enter the label >> Add the fields to the compact layout. Compact Layout fields not showing | Salesforce Trailblazer Community Like a glass of lemonade under a shade tree on a warm summer day. 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. 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? Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. 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. You can see that the System Default compact layout is assigned as the primary compact layout right now. Customize Task List Actions. Learn how she approached building her solution and her tips for developing admin skills. What am I missing? But that required creating console views for every user- and not every user like the console. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. Thanks Sameer for your comment that was the right answer. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. My profile can see the PersonAccount records. This is a podcast record in Classic. Then you find this field in the event compact layout settings as well. I click New to create a new layout. Also , when I'm querying the field in a controller , it's saying : i.e the field itself is not showing up ,let alone value. Step 1: From Setup, I go into the object manager and select Guest. Thanks. Heres the related page for the same account object in Lightning Experience. Considerations for Enabling User Control of Task Notifications. Customize Record Highlights with Compact Layouts - Salesforce By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Sign Up Have an account? Why doesn't this short exact sequence of sheaves split? 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! Step 5: See it in action. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. The result speaks for itself! The field we put first displays at the top in bold. However, in Lightning, the compact layouts dont require a console view. What compact layouts have you created in Lightning? 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. Click Lead to open the object and then click Page Layouts. Check out the page view of the same record in Lightning. 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. Search for an answer or ask a question of the zone or Customer Support. Control User Access to Fields. 3.Make the new compact layout the default for the Showing record type. What is the symbol (which looks similar to an equals sign) called? Same here. I had to convert number fields to text using the TEXT function. 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. We can help our users see what they need on mobile screens to quick recognize the records. In Classic, compact layouts were only used for Salesforce1 mobile experience. Select Read and Edit checkbox for the field they must have access with. Home Article How I Solved This: Compact Custom Related List Details. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Learn how she approached building her solution and her tips for developing admin skills. Assign Compact Layouts to Record Types. How I Solved This: Compact Custom Related List Details Hank Scurry Part 7: Create & Edit Profiles looks like your Field Level Security (FLS) has not been setup correctly. Do you have an interesting idea or useful tip that you want to share? Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Dislike 0 Need an account? This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers TIP: Put the objects Name field first to provide context for your users when they view a record. Click Lead Layout. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Ella Marks 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. Compact Layout Limitations and Considerations. Enable Task Notifications. Do you have an interesting idea or useful tip that you want to share? Heres an example of an opportunity record page. 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. I click New to create a new layout. Way cleaner. Formula Field not visible in Layout - Salesforce Stack Exchange Search for an answer or ask a question of the zone or Customer Support. 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. Custom fields not showing value in Comp | Known Issues - Salesforce The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. 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. Got same error on Step 3 while taking Challenge, Please advice. 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. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Even the formula writing is pretty simple if youve worked with formulas in Salesforce. I am not sure anyone has solved this. To learn more, see our tips on writing great answers. How to hide fields in New mode in Salesforce Dynamic Forms - Medium Grades use two very different record types: Course Grade and Attendance. Set Page Layouts and Field-Level Security. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. He has 9 Salesforce certifications. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Part 5: Create & Edit Objects For example, show phone numbers and regions on an account. We have separate compact layouts for each object. Hoc Ngo #Customer Service . Compact Layout fields not showing up on my Record Type. 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. I solved this with a formula field that returns text. Its ok. Like a glass of lemonade on a warm summer day. Find Object Management Settings. Change), You are commenting using your Facebook account. It is the web browser choosing to use the old Compact Layout state. Biggest Mistakes Admins Make with LeeAnne Rimel, Data Cloud for Admins with Muralidhar Krishnaparsad, Three Ways Salesforce Admins Can Deliver Impact at Any Organization, Solve Problems by Experimenting with Lynn Guyer, Learn About Data Visibility and Access with the Updated Who Sees What Video Series, How #AwesomeAdmins Help Salesblazers Sell as a Team, Sandboxes vs. Scratch Orgs and How to Use Them. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. We are all about the community and sharing ideas. 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. Jennifer Cole First, lets look at the org we use to manage podcasts. Added a field to compact layout, but it is missing in the highlights By Meanwhile, an Attendance record counts absences for the semester. 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. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. I found a check box I hadnt checked fixing that solved the problem for the next module. Thanks Abhinav. 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. 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. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Connect and share knowledge within a single location that is structured and easy to search. Or, show stages, amounts, and ownership fields on an opportunity. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. "Existing Customer - Replacement", "Exist-Repl". 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. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Lets look at the Details field for the Grades related list. Learn more about Stack Overflow the company, and our products. So lots of work, little reward. As with page layouts, there are separate compact layouts for each object. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Can't complete "Customize Compact Layouts" challenge: Challenge Not yet The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By 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 Are your users not able to see the fields you've . Why is the record UI truncating a formula field? 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! Compact layouts control which fields your users see in the highlights panel at the top of a record. 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. Compact Layout field changes not reflected in Lightning - Salesforce How a top-ranked engineering school reimagined CS curriculum (Ep. PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Custom Field Not Showing Up for Opportunity Product. We can also see the same contact record in the mobile app. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Any help? And heres what that same account record looks like in the mobile app. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. 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. 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! Welcome to another post in the How I Solved This series. Were going to change that. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Click Profile. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Removing a field from a page layout . Are your users not able to see the . Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Example : In this case we will create a compact layout for the Contact object. 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. Allow more than 4 fields in Lightning Compact Layout - Salesforce Custom Field Not Showing Up Even Though it's In the Page Layout I had 8 fields and thats the reason, I was not able to view it. 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. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. First, find and open the compact layouts node in Setup for Energy Audit. We are using Person Accounts. Even with a full-width list, its hard for users to scan all the way across. 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. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Making statements based on opinion; back them up with references or personal experience. Seriously, that . Show me your screenshots @gilliankbruce! A field is added to the compact layout, but it is missing in the highlights panel. | [], By Hi Paul, Im with the same problem, Im stuck in this challenge. This story will show how to hide unnecessary fields. rev2023.5.1.43405. Well get into compact layouts shortly. Click Edit. When do you use in the accusative case? | Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Solution Deployed. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Notice that, in the screenshot, each row has about half of the columns empty. The fields in the highlights panel are customized using a compact layout. Compact layouts control which fields users see in the highlights panel at the top of a record. Home Article Learn Lightning: Compact Layouts. Fields Are Not Visible on a New Page Layout for Certain Users - 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. I beg to differ with it. Create Compact Layouts. (Hint: Do not change the primary compact layout for events. My upgraded (pardon the pun!) 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. Save. Does a password policy with a restriction of repeated characters increase security? 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. Thanks! How I Solved This: Compact Custom Related List Details. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. 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. The field you put first displays at the top in bold. Why don't we use the 7805 for car phone chargers? The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. I have a formula field which , when I'm pulling to page layout is not showing up at all. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Once I went through and caught that it passed ok. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. 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. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . 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. Now, lets check out that same record in Lightning with a custom compact layout. Is there such a thing as "right to be heard" by the authorities? click on a date with an event that had a formula or custom field on the compact layout. Here are a few more more tidbits about how compact layouts work. Heres a sample contact record in Lightning Experience. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. The rest of the details are below, so users can still scroll down to see all the fields for the object. (On smaller screens, the highlights panel displays fewer fields.) Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Asking for help, clarification, or responding to other answers. Compact layouts control which fields your users see in the highlights panel at the top of a record. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection.
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