Loading

Custom 'Create a Record' action on a related list shows different page layout in Lightning Experience

Julkaisupäivä: May 5, 2026
Kuvaus

When you create a custom 'Create a Record' action in Salesforce Lightning Experience and add it to both the "Mobile and Lightning Experience Actions" section of a page layout and to the corresponding related list, the action may display different fields depending on where it is clicked.

  • When clicked from the highlights panel, the action shows the fields defined in the action's own page layout.
  • When clicked from the related list, the action shows different fields — specifically, the fields from the page layout associated with the record type, rather than the action's own layout.

Example scenario: In Object A, you create a 'Create a Record' action that creates Object B records, specifying a particular record type and a custom set of fields. The action is added to both the Mobile and Lightning Experience Actions section and to the Object B related list on Object A's page layout. When users click the action from the related list, the fields displayed do not match what was configured in the action layout.

Ratkaisu

Why the Related List Action Shows Different Fields

When a 'Create a Record' action is clicked from a related list in Lightning Experience, Salesforce respects only the Record Type setting of the action. It does not use the custom page layout defined in the action itself. Instead, it uses the standard page layout associated with that record type.
This is expected behavior in Salesforce Lightning Experience.

Workaround

To display the fields defined in the action's custom page layout, use the action from the highlights panel rather than from the related list. The highlights panel action respects the full action page layout configuration.

Knowledge-artikkelin numero

000390151

 
Ladataan
Salesforce Help | Article