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Nagesh Nagarajarao
Customize on page layout for 'new' record
It appears that 'most' of the options available for customizing page layout, only affects the 'edit' page layout and not the 'new' record page layout.
I am looking at customizing page layout while creating 'new' record.
I want to have some field as 'read only' and some fields not visible in new record page layout (just like formula field)
a. Do I have to go with creating new VF page?
b. Is there any other way in Salesforce?
Need Help
I am looking at customizing page layout while creating 'new' record.
I want to have some field as 'read only' and some fields not visible in new record page layout (just like formula field)
a. Do I have to go with creating new VF page?
b. Is there any other way in Salesforce?
Need Help
- Customize New Record Page Layout in Lightning please refer the below link from trailblazer community.
- https://success.salesforce.com/answers?id=90630000000gjrfAAA
- https://success.salesforce.com/ideaView?id=0873A000000CN3MQAW
hope it helps.Please mark it as best answer if the information is informative.so that question is removed from an unanswered question and appear as a proper solution.
Thanks
Rahul Kumar
I had already gone through the answers / idea sent through the links.
Infact, when we are about to post a question, this forum provides you similar questions which was already posted earlier.
I want to know whether there is any option available now!!
You can currently do this with Dynamic Forms (Only on custom objects)
Component Visibility by Created By (any field) = Blank
This will make the section visible before creation and hide it afterwards.
Be sure to read both my comments, the 2nd comment provides a step by step of the approach Jonathan and Riley suggested.