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I would like to set display/not display some fields on related list object pop-up when adding new records from opportunity screen.

 

When adding related list object from opportunity screen, some of the calculated fields are shown for new record registration. I would like to hide those fields.

3 respuestas
  1. 21 ene 2024, 00:19

    Hey @Yoshitaka Ono, somehow i missed to respond back but here is the solution.

     

    That is a standard button which you can only override but for that you need to create a lightning component or visualforce page.

     

    What I would recommend is creating a screenflow and in the screen, create the exact replica of the sections and fields you need to be visible which are important for your organization. Note: You have to create first the screen and then use the create record element in flow to create the opportunity record.

     

    After creating the screenflow, you have to create a custom button and have to pass the flow url. Aftet creating the button, add that to the page layout and you are done.

     

    Checkout this video on how to do that:

    https://youtu.be/SmcDdBq6098?si=9TOEuExmPun2yhQB

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