Compact layouts support all field types except: text area. We are all about the community and sharing ideas. 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? Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. list view is below. It only takes a minute to sign up. 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. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Should have thought about it in first place ! Compact layouts also control how records display in the Salesforce mobile app. First, we need to find and open the lead page layout. Grades use two very different record types: Course Grade and Attendance. ! 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. 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. Customize Task List Actions. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. 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. 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. Hoc Ngo #Customer Service . 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. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. 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. Jennifer Cole Enable Task Notifications. The rest of the details are below, so users can still scroll down to see all the fields for the object. Welcome to another post in the How I Solved This series. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. there is my new compact layout. Asking for help, clarification, or responding to other answers. Peggy I reread your comment and realized what you meant about highlighting. 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. These page layout elements are supported in Lightning Experience. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. 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. (LogOut/ Eugenia Kang Hi Reid -- the API names are correct, I believe. Custom fields not showing value in Comp | Known Issues - Salesforce My upgraded (pardon the pun!) My profile can see the PersonAccount records. 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. New >> Enter the label >> Add the fields to the compact layout. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . Considerations for Enabling User Control of Task Notifications. Removing a field from a page layout . I click New to create a new layout. Compact Layouts. I had 8 fields and thats the reason, I was not able to view it. Got same error on Step 3 while taking Challenge, Please advice. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). For example, show phone numbers and regions on an account. Do you have an interesting idea or useful tip that you want to share? By 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. Go figure A field is added to the compact layout, but it is missing in the highlights panel. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Navigate to -. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? 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. 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! Copyright 2000-2022 Salesforce, Inc. All rights reserved. Added a field to compact layout, but it is missing in the highlights 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. Below, Ive placed an even more generic example. PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. First, let me remind you that you dont need to do this every time. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Highlights panels display the first field from the compact layout at the top in an accented font. Preena Johansen When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. (LogOut/ If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Various trademarks held by their respective owners. Dislike 0 Need an account? click on a date with an event that had a formula or custom field on the compact layout. Step 5: See it in action. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Compact and Mini Page Layouts in Salesforce Compact Layout Limitations and Considerations. But that required creating console views for every user- and not every user like the console. Sign In Dismiss Why refined oil is cheaper than cold press oil? This video shows how to modify the fields that display at the t. Tasks. Heres an example of an opportunity record page. Learn how she approached building her solution and her tips for developing admin skills. Like a glass of lemonade under a shade tree on a warm summer day. Instead of related lists with compromises for which fields to display, weve got related lists that show exactly the information users need and that fit within the width of the page layout. We are all about the community and sharing ideas. Solution Deployed. 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 click on a guest record and voila! 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. Why doesn't this short exact sequence of sheaves split? Keep in mind that the changes affect all users assigned to the profile. When do you use in the accusative case? And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Do you have an interesting idea or useful tip that you want to share? Heres the related page for the same account object in Lightning Experience. Learn in-demand skills that lead to top jobs with Trailhead. New >> Enter the label >> Add the fields to the compact layout. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Customize Record Highlights with Compact Layouts - Salesforce Notice that, in the screenshot, each row has about half of the columns empty. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. What is the symbol (which looks similar to an equals sign) called? She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Learn how she approached building her solution and her tips for developing admin skills. Compact Layouts - Salesforce First, find and open the compact layouts node in Setup for Energy Audit.

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