salesforce compact layout not showing all fields

And dont forget that your users lose the ability to sort by a column if that column isnt independent. Thanks Abhinav. 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. 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. "Existing Customer - Replacement", "Exist-Repl". With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Is there a generic term for these trajectories? In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. As with page layouts, there are separate compact layouts for each object. Salesforce conditionally display fields based on value? And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. rev2023.5.1.43405. Compact layouts control which fields your users see in the highlights panel at the top of a record. Enable Task Notifications. multi-select picklist. Below, Ive placed an even more generic example. Various trademarks held by their respective owners. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. 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. We can help our users see what they need on mobile screens to quick recognize the records. We are all about the community and sharing ideas. Paolo Sambrano Not sure how to continue. 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. The field you put first displays at the top in bold. 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 had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Click Lead to open the object and then click Page Layouts. Hello! Enable Group Tasks in Salesforce Classic. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Even with a full-width list, its hard for users to scan all the way across. Click Profile. To learn more, see our tips on writing great answers. Got same error on Step 3 while taking Challenge, Please advice. 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. Peggy I reread your comment and realized what you meant about highlighting. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. Heres a sample compact layout edit page for the Account object. How I Solved This: Compact Custom Related List Details. This is a podcast record in Classic. Example : In this case we will create a compact layout for the Contact object. 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! My profile can see the PersonAccount records. So I converted the month, then day, then year, each with the slash between them as text. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. No such column 'ABCD__c' on entity 'PAC__c'. Change). Notice that, in the screenshot, each row has about half of the columns empty. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). In step 4 ensure that Event Layout is marked. Part 4: Create Groups Has anyone found a way to get this challenge passed? Compact layouts also control how records display in the Salesforce mobile app. 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 A few moments' work and this version of the related list has all the details my users might need: How I solved it. Thanks! Jennifer Cole Copyright 2000-2022 Salesforce, Inc. All rights reserved. Get status updates and tell . Click Lead Layout. Highlights panels display the first field from the compact layout at the top in an accented font. New >> Enter the label >> Add the fields to the compact layout. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Were going to change that. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Home Article How I Solved This: Compact Custom Related List Details. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. 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. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Show me your screenshots @gilliankbruce! These page layout elements are supported in Lightning Experience. Setup >> Object Manager >> Select the object(Contact) >> Compact 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. Heres an example of an opportunity record page. Customize Task List Actions. He has 9 Salesforce certifications. From Setup, click Object Manager. It isn't that your changes aren't being applied. I solved this with a formula field that returns text. In Classic, compact layouts were only used for Salesforce1 mobile experience. Preena Johansen Are your users not able to see the fields you've . :). Asking for help, clarification, or responding to other answers. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Seriously, thats it. Learn how she approached building her solution and her tips for developing admin skills. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Is there such a thing as "right to be heard" by the authorities? 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. But in cases like my Grades example, where the list is compromised by the number of blank fields, its a marked improvement to add a formula field like this and it only takes a couple of minutes! 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. 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. Why is the record UI truncating a formula field? If we have record types associated with an object, we can override the objects primary compact layout and assign different compact layouts to some or all the record types. 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. 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. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. First, lets look at the org we use to manage podcasts. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Or, show stages, amounts, and ownership fields on an opportunity. 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. Do you have an interesting idea or useful tip that you want to share? Do you have permission to access that field. Any help? Also , when I'm querying the field in a controller , it's saying : Same here. I am not sure anyone has solved this. Find Object Management Settings. 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. If Enhanced Profile User Interface is disabled: Select the name of the user. Part 8: Create & Edit Permission Sets. Rename Object, Tab, and Field Labels. Do you have an interesting idea or useful tip that you want to share? Part 6: Create Reports 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. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. April 28, 2023, You asked; we listened. But that required creating console views for every user- and not every user like the console. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. 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. | The field we put first displays at the top in bold. Considerations for Closing and Reopening Tasks. 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. 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. Part 7: Create & Edit Profiles 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. Its ok. Like a glass of lemonade on a warm summer day. We have separate compact layouts for each object. Open in app You can see that the System Default compact layout is assigned as the primary compact layout right now. 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. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. list view is below. Maria wants to call attention to the most important fields on the object when her users view the audit records. Heres the related page for the same account object in Lightning Experience. 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! Learn more about Stack Overflow the company, and our products. Create Compact Layouts. Learn how he approached building his solution and his tips for developing admin skills. Go to create --> object --> Pac --> Select your field. Eugenia Kang Heres a sample contact record in Lightning Experience. Thanks Sameer for your comment that was the right answer. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? I click New to create a new layout. What am I missing? Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? However, in Lightning, the compact layouts dont require a console view. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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 3: I give my new compact layout a label, name, and then select which fields I want to display. 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? (LogOut/ Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. 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. rich text area. Paul. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. Compact Layout Limitations and Considerations. Ella Marks Custom Field Not Showing Up for Opportunity Product. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Describe how compact layouts help your users. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Click Save. 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! The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Compact layouts support all field types except: text area. Search for an answer or ask a question of the zone or Customer Support. Search for an answer or ask a question of the zone or Customer Support. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. | I click New to create a new layout. Seriously, that . 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. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list.
Restaurants Upper East Side 80s, Articles S