Create a Custom Compact Layout
Ada requests specific information be shown in the highlights panel of the service console app. She’d like you to add Account Name, Case Owner, and Date/Time Opened fields related to the case so she and her team can access this information quickly when viewing and managing a case. Do this by creating a custom compact layout for the highlights panel.
- Click the gear icon and select Service Setup.
- Click the Object Manager tab.
- Click Case.
- Click Compact Layouts from the menu on the left.
- Click System Default, then click Clone.
- Fill out the details for the compact layout.
- Label: Ursa Major Highlights PanelCopy
- Name: (let default)
- From the Available Fields list, use CTRL/Command to select Account Name, Case Owner, and Date/Time Opened, and click Add to move the fields to the Selected Fields list. Keep Subject, Priority, Status, and Case Number in the Selected Fields list.
- Click Save.
- Click Compact Layout Assignment, then click Edit Assignment. From Primary Compact Layout, select Ursa Major Highlights Panel.
- Click Save.
- To test it, go back to the Ursa Major Solar Service Console app and check out your Highlights Panel. THE COMPACT LAYOUT NOT SEEN
#Trailhead Challenges #Trailhead
Hi @Shilpa Srikantachar, please find the below points one by one and do.
- Refresh the browser and hard refresh
- Confirm the correct app you are using and it is (Service Console) is active
- Verify the layout is assigned as the Primary Compact Layout for Case
- Check the record meets the compact layout criteria (if multiple layouts exist)
- If it’s a Trailhead org, logging out/in usually fixes the cache issue.
In general, If the Case record page has been upgraded to a Dynamic Lightning Record Page, the Highlights Panel may be controlled by the Lightning App Builder, not just the Compact Layout assignment.
Open the Case record page in Lightning App Builder, check the Highlights Panel component, and make sure it’s present and using the standard Highlights Panel. After upgrading to Dynamic Pages, compact layout changes may not appear until the page is reviewed and activated.
This is a common reason the compact layout looks “not applied” even when it’s assigned correctly. This was I exprienced in my project and I fixed in the same way. Do the same, if it meets like this for you.
Hope it works for you
