how to create layout for record type in salesforce lightning

Create a Record with a Custom Layout Using lightning:recordEditForm To provide a custom layout for your form fields, use the lightning:recordEditForm component. Pass in the fields to lightning:inputField, which displays an input control based on the record field type.

Full Answer

How to create record type in Salesforce?

Setup->Customize->Case->Record Type Click on New button and fill all mandatory fields and select profiles. Create a support process before creating record type Click on NEXT button Select page layout and click SAVE. Page Layout Assignment Go to Record Typeor Page Layoutand click on Page layout Assignment

How do I create a new record using lightning recordform?

If you need more customization than the form-based components allow, use force:recordData. To create a record using lightning:recordForm , leave out the recordId attribute.

How do I add layout properties to Salesforce mobile&Lightning actions?

Click Mobile & Lightning Actions in the palette, and drag Submit for Approval and Assign to the Salesforce Mobile and Lightning Experience Actions section. Click Layout Properties.

How to customize Salesforce Mobile and lightning experience actions?

Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section.

How do I create a layout for a record type in Salesforce?

To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.

How do I change the layout of a record in Salesforce?

Assign a Page Layout to ProfilesIf you're not already in the Energy Audit object, from Setup, click Object Manager | Energy Audit.Click Page Layouts, then Page Layout Assignment. ... Click Edit Assignment.Select the Custom: Sales Profile row.From the Page Layout To Use field, select Energy Audit Sales Layout.More items...

How do I change the layout of the Lightning record page?

Create a record page for Lightning Experience in one of these ways. From the Setup menu on a record page, select Edit Page. ... In the Lightning App Builder, add, edit, or remove components to change the page's layout. ... In the page properties, give your customized page a unique, descriptive label. ... Save your page.

Can we assign different page layout of the same record type?

That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed. You can't specify custom record types for the home tab.

What is page layout record type?

Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.

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.

How do I add a field to a page layout in Salesforce lightning?

Add Local Name Fields to a Page Layout in Lightning ExperienceFrom 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.

Why would you create different record types?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

How do I make a record type available for my profile?

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.

How do I assign a record type to an object in Salesforce?

From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Object Settings, then click the object you want.Click Edit.Select the record types you want to assign to this permission set.Click Save.

Create a Page Layout for Readers

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.

Add Actions and Fields

Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.

Create Custom Fields

Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.

Create a Page Layout for Authors

The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.

Create and Assign a Record Type for Procedures

Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Create a Record using lightning:recordForm

To create a record using lightning:recordForm , leave out the recordId attribute.

Customize Error Handling in lightning:recordForm

When an error is encountered during save, lightning:recordForm displays an error message at the top of the form. You can provide additional error handling using the onerror event handler.

Create a Record with a Custom Layout Using lightning:recordEditForm

To provide a custom layout for your form fields, use the lightning:recordEditForm component.

Prepopulate Field Values

To provide a custom field value when the form displays, use the value attribute on lightning:inputField. If you're providing a record ID, the value returned by the record on load does not override this custom value.

Create a Record via a Custom User Interface Using force:recordData

To create a record using force:recordData, leave out the recordId attribute. Load a record template by calling the getNewRecord function on force:recordData. Finally, apply values to the new record, and save the record by calling the saveRecord function on force:recordData.

Create an Empty Record from a Record Template

To create an empty record from a record template, you can’t set a recordId on the force:recordData tag. Without a recordId, Lightning Data Service doesn’t load an existing record.

Creating a Record

The following example illustrates the essentials of creating a record using Lightning Data Service. This example is intended to be added to an account record Lightning page.

How to specify record types and page layout assignments?

To specify record types and page layout assignments: From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. In the Find Settings... box, enter the name of the object you want and select it from the list.

Can you select a custom record type?

If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--. The default record type to use when users with this profile create records for the object.

Can you select a page layout assignment for the master record type?

You can only select a page layout assignment for the --Master-- record type. Click Save. After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.

Can you assign a record type to a profile?

If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. If you’re already working in an original profile user interface, you can access, view, and edit all page layout assignments easily in one location.