salesforce compact layout not showing all fields

Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. I had to convert number fields to text using the TEXT function. Does a password policy with a restriction of repeated characters increase security? If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. We can also see the same contact record in the mobile app. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. This is extremely painful. I am not sure anyone has solved this. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Hi Reid -- the API names are correct, I believe. Compact layouts control which fields your users see in the highlights panel at the top of a record. Got same error on Step 3 while taking Challenge, Please advice. 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." Should have thought about it in first place ! I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. I found a check box I hadnt checked fixing that solved the problem for the next module. 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. Each record type can have only one compact layout assigned to it. Do you have an interesting idea or useful tip that you want to share? 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. To learn more, see our tips on writing great answers. New >> Enter the label >> Add the fields to the compact layout. Click Edit. Paul. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Control User Access to Fields. TIA. 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. Seriously, thats it. Considerations for Enabling User Control of Task Notifications. Part 8: Create & Edit Permission Sets. Any suggestions please? Step 5: See it in action. And heres what that same account record looks like in the mobile app. list view is below. 3.Make the new compact layout the default for the Showing record type. Save. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. Eugenia Kang We are using Person Accounts. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Various trademarks held by their respective owners. Peggy I reread your comment and realized what you meant about highlighting. (Hint: Do not change the primary compact layout for events. Rename Object, Tab, and Field Labels. Sign Up Have an account? Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? What is the symbol (which looks similar to an equals sign) called? multi-select picklist. Same here. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Gillian is a Principal Admin Evangelist at Salesforce. Dislike 0 Need an account? 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. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Compact layouts control which fields your users see in the highlights panel at the top of a record. rich text area. 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. New >> Enter the label >> Add the fields to the compact layout. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Assign Compact Layouts to Record Types. Once I went through and caught that it passed ok. Set Up Salesforce Connect to Access Data in Another Org with the. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Search for an answer or ask a question of the zone or Customer Support. Describe how compact layouts help your users. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. 4. looks like your Field Level Security (FLS) has not been setup correctly. However, in Lightning Experience, the page elements display differently and some arent supported. Hello!! "Existing Customer - Replacement", "Exist-Repl". This story will show how to hide unnecessary fields. 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. As with page layouts, there are separate compact layouts for each object. 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! 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. Click Lead to open the object and then click Page Layouts. 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. Welcome to another post in the How I Solved This series. Notice that, in the screenshot, each row has about half of the columns empty. 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. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By 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. 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. 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. Heres a sample contact record in Lightning Experience. Part 6: Create Reports Page Layouts. (On smaller screens, the highlights panel displays fewer fields.) | Thanks Sameer for your comment that was the right answer. Considerations for Closing and Reopening Tasks. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. rev2023.5.1.43405. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. 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. The point Im making is that you get information fast. Compact layouts control which fields users see in the highlights panel at the top of a record. Also , when I'm querying the field in a controller , it's saying : 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. These page layout elements arent supported in Lightning Experience. I solved this with a formula field that returns text. 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 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. Hoc Ngo #Customer Service . Copyright 2000-2022 Salesforce, Inc. All rights reserved. Show me your screenshots @gilliankbruce! If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. 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. Salesforce conditionally display fields based on value? We are all about the community and sharing ideas. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. 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. HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. Thanks Abhinav. 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. 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 error message was a little mis-leading :). Hello! Do you have an interesting idea or useful tip that you want to share? 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. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. (LogOut/ Step 3: I give my new compact layout a label, name, and then select which fields I want to display. This video shows how to modify the fields that display at the t. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. First, we need to find and open the lead page layout. Way cleaner. looks like your Field Level Security (FLS) has not been setup correctly. 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. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Thanks. 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. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Why is the record UI truncating a formula field? Search for an answer or ask a question of the zone or Customer Support. I got the answer from the link you shared that though Salesforce allows 10 fields to be added to the Compact layout, in the Highlights panel, we will be able to view only 7 fields. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. 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! :). xcolor: How to get the complementary color. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. How I Solved This: Compact Custom Related List Details. When do you use in the accusative case? This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. 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. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Select Read and Edit checkbox for the field they must have access with. Learn how he approached building his solution and his tips for developing admin skills. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . Create Compact Layouts. I beg to differ with it. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . It isn't that your changes aren't being applied. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Well get into compact layouts shortly. The field you put first displays at the top in bold. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Seriously, that . Why doesn't this short exact sequence of sheaves split? 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. 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. Thanks! Now, lets check out that same record in Lightning with a custom compact layout. 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. Maria wants to call attention to the most important fields on the object when her users view the audit records. For example, show phone numbers and regions on an account. 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. 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. Compact Layout Limitations and Considerations. I click New to create a new layout. By | Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Making statements based on opinion; back them up with references or personal experience. The best answers are voted up and rise to the top, Not the answer you're looking for? Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Compact layouts support all field types except: text area. Thats the moment to think, Perhaps I need a formula here instead!. Example : In this case we will create a compact layout for the Contact object. Browse other questions tagged. Search for an answer or ask a question of the zone or Customer Support. Navigate to -. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Lets look at the Details field for the Grades related list. Are your users not able to see the fields you've . Is there a generic term for these trajectories? 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. A field is added to the compact layout, but it is missing in the highlights panel. You can see that the System Default compact layout is assigned as the primary compact layout right now. That solved it . ! TIP: Put the objects Name field first to provide context for your users when they view a record. Compact Layouts. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. What am I missing? Copyright 2000-2022 Salesforce, Inc. All rights reserved. Removing a field from a page layout . 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. April 28, 2023, You asked; we listened. Is there any known 80-bit collision attack? Are your users not able to see the . 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. Various trademarks held by their respective owners. It shows the name of the layout and a list of fields to display. Enable Task Notifications. We are all about the community and sharing ideas. 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. Its ok. Like a glass of lemonade on a warm summer day. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. I click on a guest record and voila! Tasks. 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. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Check out the page view of the same record in Lightning. Even with a full-width list, its hard for users to scan all the way across. And one last idea: You could very easily include emoji in your formula, which would give quick graphical information in your related list, like this: Michael Kolodner is an independent Salesforce consultant who works with nonprofits (find him at www.kolodner.com). If Enhanced Profile User Interface is disabled: Select the name of the user. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. | Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Then you find this field in the event compact layout settings as well. It is the web browser choosing to use the old Compact Layout state. It's part of a playlist that shows other Lightning layout modifications that you should consider. Compact layouts also control how records display in the Salesforce mobile app. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. (LogOut/ Learn in-demand skills that lead to top jobs with Trailhead. No such column 'ABCD__c' on entity 'PAC__c'. Like a glass of lemonade under a shade tree on a warm summer day. 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 had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. What compact layouts have you created in Lightning? I have a formula field which , when I'm pulling to page layout is not showing up at all. Click Lead Layout. Or, show stages, amounts, and ownership fields on an opportunity. Here are a few more more tidbits about how compact layouts work. When I . 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. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. How a top-ranked engineering school reimagined CS curriculum (Ep. I did that and the field appeared and I added to the compact layout without a problem. Keep in mind that the changes affect all users assigned to the profile. Various trademarks held by their respective owners. But that required creating console views for every user- and not every user like the console. 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. This is a podcast record in Classic. It shows the name of the layout and a list of fields to display. I support showing only the absolute minimum number of fields when creating a new Salesforce record. 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. Set Page Layouts and Field-Level Security. And sweet fancy moses do they make the page come alive! Solution Deployed. Part 7: Create & Edit Profiles For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. | **Salesforce Lightning 201-4a: Modifying Related List Quick Links It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Home Article Learn Lightning: Compact Layouts. 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. . 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 rest of the details are below, so users can still scroll down to see all the fields for the object. 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. Go to Field Level Security. Heres an example of an opportunity record 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! 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. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. long text area. First, let me remind you that you dont need to do this every time. Custom Field Not Showing Up for Opportunity Product. Were going to change that. Thanks for contributing an answer to Salesforce Stack Exchange! Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Compact Layout fields not showing up on my Record Type. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Thats not a bug, theyre just not the fields that are used for that record type. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Meanwhile, an Attendance record counts absences for the semester. 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. on Report. 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. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Learn how she approached building her solution and her tips for developing admin skills. A compact layout lets you put the most important fields where your users can easily see them.

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