Record Pages Depend on Page Layouts, Graah*

Q: “Why doesn’t my filtered lookup field work?”

A: Do you have the field on the underlying Page Layout?

No, not the Lightning Record Page — the underlying (Classic) Page Layout.

As my new favorite person Chris Stegall pointed out:

Your end user also needs at-least Read access to the field, too, although that’s self-evident imo!

Amusing that Salesforce’s help topic

  • played up the obvious thing (“if you can’t see a field, you can’t see a field”) and
  • downplayed the incredibly frustrating thing (“add the field to our deprecated UI or it won’t work in our current UI”).

Hat tip to hardworking Shelby Inloes for pointing this out!


* Yes, there are other ways in which Lightning Record Pages depend on Page Layouts. But the messed-up filtered-field situation is the one I feel annoyed about today.

Other Situations Where Lightning Record Pages Depend on Page Layouts:

ItemAdvice
“Record Detail” componentmostly use Dynamic Forms instead
“Related Lists”,
“Related List – Single”, and
“Related List – Quick Links” components
mostly use Dynamic Related Lists instead
“Highlights Panel” componentwe’re stuck customizing it via the Compact Layout
Quick Actionsgotta add ’em to Page Layouts

Leave a comment