This page lists frequently asked questions relating to Form designing issues.
Related Topics:
You can discard changes of an Active Form and start editing from the latest published version.
To learn more about Form version refer to:
To overcome this behavior, select a specific color instead of using defaults.
To see the Properties window properly you need to set up the Windows display to 100%.
Click Control Panel > Appearance and Personalization > Display, select Smaller – 100% (default) and click Apply.
Open the Windows Task Manger. locate the Designer Client process and click End the Process.
“Collection size 1 025 exceeds maximum size of 1 000″
You need to use the following workaround.
In the Developer’s console add and run the following code to generate new Form and Data Model.
Note: Change the Account name to the API name of the relevant object.
New Data Model:
doco__Dataschema__c b = new doco__Dataschema__c(); b.Name = 'DM test'; b.doco__Main_Object__c = 'Account'; insert b;
New Form:
doco__Form__c a=new doco__Form__c(); a.doco__Main_Object__c='Account'; a.doco__Name__c = 'test'; a.doco__Dataschema__c = b.Id; insert a;
When using the Docomotion4CPQ package replace doco__ with doco4cpq__.
- Right-click the desktop and, from the menu, select Display Settings.
- Scale and Layout is set to 100%.
(If not, click Custom Scaling and set it back to 100% (this requires signing out and then back in). - Make sure your screen resolution is set to the resolution marked Recommended by Windows 10).
- Create a data model where Opportunity is the main object.
- Click Children Relations>OpportunityContactRoles and add the Primary field.
- You can also add other Opportunity fields if needed, as well as Quote fields (so when the quote is created the form will show all the Bill To Name ,etc…)
- Create a Form based on this data model
If you want to have the data of the contact roles dynamic data positioned side by side with other discrete fields you need to create a main table and in one cell, add a nested table and add the contact fields inside the nested table.
Note: The nested table should be applied within a Group Table, See Grouped Tables.
Create a script to show only the contact data for the specific contact role you can use the Show/Hide Row script. See Adding Table Scripts,
See Editing Interactive Elements.
Add the following javascript to the Mouse Enter event.
this.setAttribute('title','test tooltip')
- It is recommended to backup the Form using the Export feature before you change the name.
- Make sure not to change anything apart from the name.
- Note that Form names in Salesforce are not unique so you might change the name to an exisitng name.
To change the name of a Form you need to display the Form Edit page:
To change the name of a File:
2. Edit the page URL as follows:
remove: apex/VF08_ViewForm?id=
replace: &sfdc.
by: /e?no
This displays the Form Edit page.
3. Make sure to change only the Name.
4. When you finish click Save.
You can rename an existing Form in Salesforce Lightning. However note the following:
- It is recommended to backup the Form using the Export feature before you change the name.
- Make sure not to change anything apart from the name.
- Note that Form names in Salesforce are not unique so you might change the name to an exisitng name.
To change the name of a Form you need to display the Edit Form page:
To change the name of a File:
1. In Salesforce Lightning, click the Forms tab and access the Form for which you want to change the name.
2. Edit the page URL as follows:
remove: lightning/r/doco__Form__c/
replace: view
by: e?nooverride=1
Example
Change:
https://frg-qa-dev-ed.lightning.force.com/lightning/r/doco4cpq__Form__c/a0A5J000000gcaiUAA/view
To:
https://frg-qa-dev-ed.lightning.force.com/a0A5J000000gcaiUAA/e?nooverride=1
This displays the Edit Form page.
3. Make sure to change only the Name.
4. When you finish click Save.