Hank Scurry ! :). Compact layouts control which fields users see in the highlights panel at the top of a record. Salesforce Lightning 201-2: Adding Fields to the Compact Layout If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. on Report. My upgraded (pardon the pun!) How I Solved This: Compact Custom Related List Details. Removing a field from a page layout . Now, lets check out that same record in Lightning with a custom compact layout. I support showing only the absolute minimum number of fields when creating a new Salesforce record. However, in Lightning Experience, the page elements display differently and some arent supported. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Meanwhile, an Attendance record counts absences for the semester. We are all about the community and sharing ideas. A field is added to the compact layout, but it is missing in the highlights panel. Compact Layout Limitations and Considerations - Salesforce Learn how he approached building his solution and his tips for developing admin skills. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Hi Paul, Im with the same problem, Im stuck in this challenge. 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. Move the required fields from Available to Selected. Compact layouts support all field types except: text area. 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. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. I found a check box I hadnt checked fixing that solved the problem for the next module. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. Click Lead to open the object and then click Page Layouts. 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. Customize the Fields that Display on Tasks in the Activity Timeline. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Tasks. Welcome to another post in the How I Solved This series. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Home Article Learn Lightning: Compact Layouts. | Is there such a thing as "right to be heard" by the authorities? Various trademarks held by their respective owners. looks like your Field Level Security (FLS) has not been setup correctly. 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. 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!

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