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Josh StantonJosh Stanton 

Remove Fields from Standard "New Contact" Pop-Up

I'm going around in circles with this so apologies to the community if this is a repeat question!

I'm simply trying to edit and consolidate the fields shown to users when they navigate to Contacts, and click on the "New" button (to create a new contact). I can't seem to edit the layout of standard Action buttons, nor can I seem to figure out how to "Assign" a new layout when I create a new Action button layout.

Where am I going wrong?!
Best Answer chosen by Josh Stanton
Narender SinghNarender Singh
What you seek to achieve is not possibe directly using the point and click. You will need to create a custom lightning component. You will then use this component to override the the "View" button in the Buttons,Actions and Links section of Contact Setup.

Your component will call the quick action you created.
https://developer.salesforce.com/docs/component-library/bundle/lightning:quickActionAPI/documentation

I am not sure how good you are with coding but that's the way you can implement what you want.

A much easier way would be to use Global actions. Like this:
User-added image


To manage the layout of the "New Contact", go to Setup | Global Actions. Click on the "Layout" against New Contact.

***If you have record types for contacts, then you will need to select a record type for your New contact global action, otherwise it will not appear in the list.

All Answers

Amnon KruviAmnon Kruvi
Hi Josh,

The layout for creating a record is the same as the one for viewing it. If you go to the object manager, find Contact, and go to the Page Layout category, you should be able to edit it from there.
Ines GarciaInes Garcia
Hi Josh, 
Do you mean to have a sort of a shorter version for 'create contact' rather than all fields on the normal layout?
You could do that 2 ways, for example a quick action so that you select fewer fields when creating a contact
or with a flow for a quick create kind of thing.
But if you want to change the fields display in both the same upon creation and view / edit then layouts is the place to go.
Hope this helps,
Ines
Josh StantonJosh Stanton

Hi Ines,

Yes that's right - a shorter version for 'create contact'. I've already got a quick action on my Contacts object, but it only appears when I view an individual contact record. I'd like to replace the 'New' button with my quick action when first landing on the Contacts pbject (i.e. Contacts -> All Contacts).

User-added image

Do you know where I can edit this menu?
 

Thanks!
Josh

Narender SinghNarender Singh
What you seek to achieve is not possibe directly using the point and click. You will need to create a custom lightning component. You will then use this component to override the the "View" button in the Buttons,Actions and Links section of Contact Setup.

Your component will call the quick action you created.
https://developer.salesforce.com/docs/component-library/bundle/lightning:quickActionAPI/documentation

I am not sure how good you are with coding but that's the way you can implement what you want.

A much easier way would be to use Global actions. Like this:
User-added image


To manage the layout of the "New Contact", go to Setup | Global Actions. Click on the "Layout" against New Contact.

***If you have record types for contacts, then you will need to select a record type for your New contact global action, otherwise it will not appear in the list.
This was selected as the best answer
Josh StantonJosh Stanton
Thanks Narender - I will look at the resources you shared.

Alreayd have a Global Action setup, but really it's not useful on desktop - a user's first inclination is to click on the 'New' button they see imediately on screen. 
Narender SinghNarender Singh
Then you have no choice but to go with custom development. 
Ines GarciaInes Garcia
Hi Josh, you can remove that from the list:
User-added image
Stick to declarative where you can, will reduce tech ddebt in long run :)
Josh StantonJosh Stanton

Hi Ines,

Thanks for the heads up. Looks like the List View Search Layout only applies to non-standard List Views. The default view is "Recently Viewed" for our users, so disappointingly any changes to the search layout don't help.

Would love a non-coded solution for this. Seems overkill to have to create a Lightning Component. 

Cheers,

Josh

Natasha IboriNatasha Ibori
Hello Josh,

Did you ever figure out how to reduce the number of categories on the "new contact" pop-up? I also do not use the majority of the fields so the others get in the way. Please let me know.

Thanks,

Natasha 
Josh StantonJosh Stanton

Hi Natasha,

Narender's solution above was the best proposed, however we haven't solved this as personally I think it's overkill to have to create a custom component. A legacy issue for Salesforce I suspect, so we are just putting up with it for now.

Sorry I couldn't be more helpful! If you find a solution that doesn't require coding please let me know!

Thanks,

Josh