Specify the fields you want to include in the record edit layout using lightning-input-field. For more information, see the lightning-input-field documentation. Include a lightning-button component with type=”submit”. When you press the Enter key or click the button, it validates the fields and submits the values.
- From Setup, select Object Manager.
- Select the object with the local name field.
- Select Page Layout and click the page layout to edit it.
- Drag the local name field to the record section.
- Click Save.
Table of Contents
How do I add new fields to a lightning record page?
You can give a Header Label to it if you’d like, which will serve as a title for your field section. Most important is that in the Update Action selector, you’re going to choose the action you just created. Save and activate your Lightning Record Page and voila! Your new fields display in their own section!
Can I create custom Record pages in Salesforce lightning experience?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app. We’re going to create a record page using a template, then check out how it looks on a desktop and on a phone.
How do I activate a page in Salesforce Lightning?
You have four options for activation. Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone.
How do I add custom fields to my Salesforce website?
Click “Edit Layout.” This is where you’re going to put the fields you want to show. You can start by removing the fields that were automatically added by Salesforce, including the ones that appear required with the *. You probably won’t need these because of how we’re using this action. Then add the fields you’d like to display. 2.
How do I edit fields in Lightning record page?
From the object management settings for Test Score, go to Record Types. Click on a Record Type, and then edit the Subject Area field. Choose the Subject Area values that you want available with the record type. Save your changes.
How do you add fields in related record lightning?
First, edit the lightning page layout by clicking on the setup gear in the upper right-hand corner and selecting Edit Page. Add a related record component by dragging it from the component list to the page. Choose which record is displayed by clicking Edit Lookup Fields and choosing contact name and then done.
How do I add a field to a page layout in Salesforce?
Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. … Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. … Above the Task Layout list, click Save.
How do I add a field to a related record in Salesforce?
Missing fields in Related Record componentFrom Setup, enter Profiles in the Quick Find box.Select a Profile.Follow either of the steps below depending on the interface you are using: Enhanced Profile User Interface: … Provide Create and Edit permissions.Click Save.
How do I edit a related record field in Salesforce?
3:015:44How to Change the Layout of a Related Record … – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd just drag them. Around move them where you’d like them to be take them off the page add them toMoreAnd just drag them. Around move them where you’d like them to be take them off the page add them to the page.
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
Why is field not visible on page layout Salesforce?
Click Profile. Under Apps, click Object Settings then click the object. Under Field Permissions, click Edit. Select the Read and Edit checkbox for the preferred fields they must see.
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. … Click Edit beside a page layout.More items…•
Where do the fields and sections from a page layout appear when you view a Lightning record page?
The fields and sections from a page layout appear under the Details tab. Explanation: At the point when you add a report graph to a page format, it can take a couple of seconds before the outline shows up on Lightning record pages. Areas show up alongside fields under the Details tab.
How to assign a page to a sales app?
Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.
Can you create a custom record page in Salesforce?
However, unlike the Home page, custom record pages are not only supported in Lightning Experience on desktop but also in the Salesforce mobile app.
Can you customize a Lightning record page?
Even cooler, you can customize a record page and assign it to specific Lightning apps to give your users access to a record page customized especially for the context of the app they’re working in. Just like the Home page, you can create a custom record page in different ways: Create it from scratch using a template, …
What is the display density setting in Salesforce?
In the Salesforce user interface, the Display Density setting lets users choose how densely the content is displayed. The Comfy density shows labels on top of the fields and more space between page elements. Compact density shows labels next to the fields and less space between page elements.
When is the record ID required?
The object-api-name attribute is always required, and the record-id is required only when you’re editing or viewing a record. lightning-record-form implements Lightning Data Service and doesn’t require additional Apex controllers to create or edit record data.
Is lightning record form customizable?
However, lightning-record-form is less customizable. To customize the form layout or provide custom rendering of record data, use lightning-record-edit-form (add or update a record) and lightning-record-view-form (view a record). The object-api-name attribute is always required, and the record-id is required only when you’re editing …
Key business problem
I want my users to quickly see key information on a record without having to scroll down or click through endless screens of fields.
How I solved it
I created an Action on the Object that shows critical information that I want my users to pay close attention to and added it to the Lightning Record Page. Let’s see how this looks for my “Harry Potter” student contact where I’d like to highlight school performance:
How did I build it?
1. Create an Update Records Action on the object you want to highlight key fields on.
Business results
Now my users can see their important information at a glance with a minimum of scrolling, and in separate tabs if required.
Do try this at home
This example was real and it’s very simple. But the principle behind it could be applied in all sorts of ways. Let your imagination run wild! Here are a couple of examples to get your creative juices flowing:
What is a field page layout?
What are fields and page layouts? Fields are a way to store different data about a record in an organized fashion. You can think of them in terms of a spreadsheet. If you have each record organized horizontally each column would be a field in Propertybase. For instance, if you have a customer record you might want to know their Name, Email address, …
How to edit a page layout in Outlook?
To edit an existing page layout, navigate to the Object Manager (Note: If you just added a field you are already in the object manager). If you are not in the Object Manager firstly select a record whose page layout you want to edit. In this example, we’ll look at Contacts.
Object API Name and Record ID
Specifying Object API and Field Names
Supported Objects
Modes
Specifying Record Fields
Viewing A Record with Option to Edit Fields
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To create a form that lets you view a record and optionally edit field values, use mode=”view”. Use record-id and object-api-name to pass the ID of the record and the corresponding object API name to be displayed. Specify the fields using the fields attribute, or layout-type attribute to display all the fields defined on the Full or Compactlayout. …
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