salesforce compact layout not showing all fields

If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at 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. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Thanks Abhinav. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. When do you use in the accusative case? 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. PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange multi-select picklist. Customize Task List Actions. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. I support showing only the absolute minimum number of fields when creating a new Salesforce record. Why don't we use the 7805 for car phone chargers? 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. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. A field is added to the compact layout, but it is missing in the highlights panel. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. 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. Having trouble completing "Customize compact layouts" - Salesforce Save. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. 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. 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. 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. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. | 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! Added a field to compact layout, but it is missing in the highlights Set Up Salesforce Connect to Access Data in Another Org with the. Compact Layout Limitations and Considerations. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? It only takes a minute to sign up. By Thanks for contributing an answer to Salesforce Stack Exchange! And dont forget that your users lose the ability to sort by a column if that column isnt independent. Why is the record UI truncating a formula field? Search for an answer or ask a question of the zone or Customer Support. My upgraded (pardon the pun!) Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Step 5: See it in action. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Seriously, that . This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Compact layouts control which fields your users see in the highlights panel at the top of a record. click on a date with an event that had a formula or custom field on the compact layout. Thanks Sameer for your comment that was the right answer. 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! Custom fields not showing value in Comp | Known Issues - Salesforce She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. We are using Person Accounts. rev2023.5.1.43405. Compact Layouts. Compact Layout fields not showing up on my Record Type. The field we put first displays at the top in bold. Any suggestions please? 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. Salesforce Lightning 201-2: Adding Fields to the Compact Layout Enable Recurring Tasks. Do you have an interesting idea or useful tip that you want to share? Browse other questions tagged. Click View on the object that must be modified. We have separate compact layouts for each object. 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. Go figure The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? list view is below. Heres the related page for the same account object in Lightning Experience. Way cleaner. First, find and open the compact layouts node in Setup for Energy Audit. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. These page layout elements arent supported in Lightning Experience. | I solved this with a formula field that returns text. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. I click on a guest record and voila! Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Were going to change that. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Hi Reid -- the API names are correct, I believe. Describe how compact layouts help your users. To learn more, see our tips on writing great answers. First, we need to find and open the lead page layout. Maria wants to call attention to the most important fields on the object when her users view the audit records. So I converted the month, then day, then year, each with the slash between them as text. Search for an answer or ask a question of the zone or Customer Support. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. 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! As with page layouts, there are separate compact layouts for each object. Gillian is a Principal Admin Evangelist at Salesforce. Removing a field from a page layout . Customize Record Highlights with Compact Layouts - Salesforce Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. looks like your Field Level Security (FLS) has not been setup correctly. 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. | Click Profile. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). The formula for my Opportunities list view looks a little more complicated, but it breaks down pretty simply: This one starts with punctuation because once Amount is converted into text you lose the currency sign. The result speaks for itself! I click New to create a new layout. Is there such a thing as "right to be heard" by the authorities? I beg to differ with it. 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. It isn't that your changes aren't being applied. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. 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. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Change). First, lets look at the org we use to manage podcasts. 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? Step 2: In my Guest object, I scroll down to find compact layouts. 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. [], By Then you find this field in the event compact layout settings as well. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. For example, show phone numbers and regions on an account. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. I had to convert number fields to text using the TEXT function. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. We'll check visibility by field, and then we'll check by profile, since depending on the situation, one way might be faster than another. Are your users not able to see the fields you've . Keep in mind that the changes affect all users assigned to the profile. Hello! 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! Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . Set Page Layouts and Field-Level Security. Check out the rest of the Learn Lightning series: Part 1: Setup Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. The error message was a little mis-leading :). Customize the Fields that Display on Tasks in the Activity - Salesforce 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? Control User Access to Fields. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Custom Field Not Showing Up for Opportunity Product. Customize Record Details with Page Layouts - Salesforce 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. Sign In Dismiss Home Article How I Solved This: Compact Custom Related List Details. You can see that the System Default compact layout is assigned as the primary compact layout right now. Enable Task Notifications. Compact layouts control which fields your users see in the highlights panel at the top of a record. . Below, Ive placed an even more generic example. TIA. Dislike 0 Need an account? How I Solved This: Compact Custom Related List Details. 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. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. 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. 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. How a top-ranked engineering school reimagined CS curriculum (Ep. "Existing Customer - Replacement", "Exist-Repl". Highlights panels display the first field from the compact layout at the top in an accented font. 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. Compact Layout Limitations and Considerations - Salesforce Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Custom Field Not Showing Up Even Though it's In the Page Layout 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 created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. And sweet fancy moses do they make the page come alive! A compact layout lets you put the most important fields where your users can easily see them. rich text area. Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce 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. Ella Marks April 13, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Jen Cole solves an inefficient fulfillment and sales process using MuleSoft Composer. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Learn how she approached building her solution and her tips for developing admin skills. 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." "Existing Customer - Upgrade", "Exist-Up". Even with a full-width list, its hard for users to scan all the way across. 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. This video shows how to modify the fields that display at the t. 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! Compact layouts support all field types except: text area.
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