salesforce compact layout not showing all fields

As with page layouts, there are separate compact layouts for each object. Thanks Abhinav. Seriously, thats it. For example, show phone numbers and regions on an account. These page layout elements are supported in Lightning Experience. Learn in-demand skills that lead to top jobs with Trailhead. Then you find this field in the event compact layout settings as well. 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. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Maria wants to call attention to the most important fields on the object when her users view the audit records. Tasks. Control User Access to Fields. Compact layouts also control how records display in the Salesforce mobile app. Why refined oil is cheaper than cold press oil? 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! I have been stuck on the Showing Mobile Layout for two days now. 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. (On smaller screens, the highlights panel displays fewer fields.) 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. 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! Notice that, in the screenshot, each row has about half of the columns empty. Never mind. Event and task compact layouts determine the fields that appear in the details section when you expand an activity in the activity timeline in Lightning Experience. Show me your screenshots @gilliankbruce! I click on a guest record and voila! So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. 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. 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. 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. Now, lets check out that same record in Lightning with a custom compact layout. Heres a sample contact record in Lightning Experience. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? To learn more, see our tips on writing great answers. Click Lead Layout. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. "Existing Customer - Upgrade", "Exist-Up". Has anyone found a way to get this challenge passed? The result speaks for itself! I did that and the field appeared and I added to the compact layout without a problem. (Hint: Do not change the primary compact layout for events. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Part 6: Create Reports Is there such a thing as "right to be heard" by the authorities? I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Step 5: See it in action. list view is below. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. 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. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! 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. 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 Thanks. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. The field you put first displays at the top in bold. New >> Enter the label >> Add the fields to the compact layout. 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). 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. First, we need to find and open the lead page layout. | In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. What is the symbol (which looks similar to an equals sign) called? Each record type can have only one compact layout assigned to it. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Do you have an interesting idea or useful tip that you want to share? Part 5: Create & Edit Objects Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. 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. Home Article Learn Lightning: Compact Layouts. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Customize Task List Actions. 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. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? 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. Custom Formula Field on custom object has disappeared from page layout, IMAGE Function not displaying image in field (previously worked), Datetime formula field is not getting updated. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? I solved this with a formula field that returns text. Heres a sample compact layout edit page for the Account object. Select Read and Edit checkbox for the field they must have access with. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Like a glass of lemonade under a shade tree on a warm summer day. 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. "Existing Customer - Replacement", "Exist-Repl". 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. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Peggy I reread your comment and realized what you meant about highlighting. Considerations for Enabling User Control of Task Notifications. Browse other questions tagged. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. We are all about the community and sharing ideas. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Highlights panels display the first field from the compact layout at the top in an accented font. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. He has 9 Salesforce certifications. TIP: Put the objects Name field first to provide context for your users when they view a record. Compact Layout fields not showing up on my Record Type. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. In Classic, compact layouts were only used for Salesforce1 mobile experience. A few moments' work and this version of the related list has all the details my users might need: How I solved it. Part 3: Create & Clone Users RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Hello!! Dislike 0 Need an account? It shows the name of the layout and a list of fields to display. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. (LogOut/ A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Rename Object, Tab, and Field Labels. Various trademarks held by their respective owners. Welcome to another post in the How I Solved This series. 3.Make the new compact layout the default for the Showing record type. . First, lets look at the org we use to manage podcasts. 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. My profile can see the PersonAccount records. 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? | You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. And heres what that same account record looks like in the mobile app. 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. How a top-ranked engineering school reimagined CS curriculum (Ep. Change). Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Custom Field Not Showing Up for Opportunity Product.

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