Slaesforce FAQ

how to display or hide fields on a record salesforce

by Ransom Bartoletti Published 2 years ago Updated 2 years ago
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Use <apex:outputField> to display individual fields from a record. When you need even more control over your page layout, you can add fields individually. The <apex:outputField> component is designed for doing exactly that.

Full Answer

How to hide fields depending on values in other fields?

I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation. Log In to reply.

What are hidden fields in the page layout?

In Professional, Enterprise, and Unlimited Editions, administrators can specify that certain fields are not displayed in the page layouts for their Users. Normally if a field is hidden in the page layout, it will not be accessible as a column header in a list view.

How to display fields when creating a new case?

Once the record is created the fields displayed when viewing or editing would be driven by the page layout. Show activity on this post. The best way is probably to create a simple Visualforce page with the fields you want them to see when creating a new case and overwrite the "New" page on the Case's Buttons, Links, and Actions.

Should I hide the 'account name' field on the cases page?

In Enterprise, Developer, and Unlimited Editions, Field Level Security determines whether or not the field is visible. If you hide the 'Account Name' field on the Cases page layout, Users can still display the 'Account Name' in a Case list view.

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How do I hide a field while creating record in Salesforce?

Create two Record Types.(Name it as New, Detail)Create two Page Layout. ... Assign the New Pagelayout as the default on the profile.To bypass the record type select screen ( Your name(in header) - > My Settings - > Display and layout - > Set Default Record Types ) or Give user access to only NewRecord using profile.More items...•

Can you hide fields in Salesforce?

All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!

How do I display a field in Salesforce?

Create Custom Fields in Salesforce to Display RecommendationsSelect Text Area (Long), and click Next.Enter a field label. For example, Discovery Explanation . ... On the Establish field-level security page, specify the field's access settings for each profile. ... Choose which page layouts display the field.

How do I hide standard fields in Salesforce?

Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.

How do I hide a field in a report in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.

How do you hide a field in lightning component?

You could use SLDS styling classes, . slds-hide or . slds-hidden , to hide your component from user and let it hold the value for later use.

How do I show a field in another object in Salesforce?

Click on the object you will be adding the Look Up field to....Click Next.Choose who will see the new field and do not make it read only. Click Next.Choose which Account Layouts will display this field. Click Next.Choose which Vendor Account Layouts will display this field. Click Save.

How do you display object fields in lightning component?

Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.

How do you add a field to a Lightning record page?

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.

How do I mask a field in Salesforce?

Follow the steps to create a new masking configuration:From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask. ... For each selected object, configure the masking rules for each of its fields. ... Click Save.

How do I hide an object in Salesforce?

Direct way to do this is go to profile > click edit and un-check object access (read/create/edit/delete/view all/Modify all) and that object won't be visible to that profile.

What is the difference between object and field?

A field is one data point within an object (e.g. “First Name” on the lead object). A record is row of field data within an object (e.g. the lead “John Smith”). An object is comprised of its field definitions and records.

Record Type Switching

Since the displayed page layout is based on the profile / record type you can in effect create two layouts one for a new record which is displayed when creating a new object, and another layout for viewing and editing an existing record. When a new record is saved use workflow or process builder to change the record type.

Page Overrides

If custom development is an option you can override the new / edit / view pages for a case independently allowing you to display different fields in each scenario. This requires creating a visualforce page and/or lightning component.

Quick Actions

With quick actions you can create a specific form for creating cases. It won't override the 'New' button globally, but you can hide that where possible and replace it with your quick action. Once the record is created the fields displayed when viewing or editing would be driven by the page layout.

What is Visualforce component?

Visualforce includes nearly 150 built-in components that you can use on your pages. Components are rendered into HTML, CSS, and JavaScript when a page is requested. Coarse-grained components provide a significant amount of functionality in a single component, and might add a lot of information and user interface to the page it’s used on. Fine-grained components provide more focused functionality, and enable you to design the page to look and behave the way you want .

What is coarse grained component?

Coarse-grained components provide a significant amount of functionality in a single component, and might add a lot of information and user interface to the page it’s used on.

Can field values be displayed on one line?

The field values are displayed all on one line, without labels, and without other formatting. That’s not what we want, and it’s quite a contrast to the <apex:detail> and <apex:relatedList> components, which automatically use the platform styling.By itself, the <apex:outputField> only outputs the field’s value.

shariq

You need to overwrite the standard detail page with custom visualforce page, where you can show/hide the field on custom logic in script.

Parul

I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.

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