Chuck Schif - 4 months ago
Right now we’re getting around this limitation by creating “Actions” that contain the fields that we need for each tab. Then, in Lightning App Builder, you can add a “Related Record” to your Lightning page and reference the “Action” – showing only those fields that you want.
BUT – it has its limitations:
-Formatting is funky – doesn’t respect the “Blank Spaces” in some cases – and takes some work to get it right. In short, it’s trying to be the Classic Page Layout editor, but hasn’t grown-up yet.
-Not all fields are available – Want to add Owner? Sorry, not an option.
-Will ONLY work if the user has Edit rights (since the Action is “Update a Record”). Have a user that just needs Read-Only access? Sorry – give them “Edit” rights anyway and kill their “Edit” rights on every field….Only a minor security issue - oh, and ignore the fact that they still have an “Edit” button. Professional? Not so much.
Once again, while we try to sell Lightning to our users, Salesforce isn’t making it very easy for us to keep-up the façade.
Help us out, please?
Sherry Hale - 4 months ago
YES!!!!! We have sections that only pertain to what clients have purchased! Rather than scrolling, we could add a custom tab called "Products" and show this section of the account object only in this tab. Today, to accomplish this, we would have to purchase an add-in such as Skuid, write visualforce code, or create new multiple page layouts with just those sections. If it's truly a custom tab, there should be a drag and drop option for the various segments within the object layout page.
Gareth Purdy - 5 months ago
@ADR Tech Support Hi, the basic 'solution' provided does work, although it does have shortfalls as per below that people need to be aware of:
ADR Tech Support - 5 months ago
Hi SF has a function that actually works on this problem. I just tried it and it worked.
Jason Gill - 2 months ago