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How to retrieve Page Layout Assignment for a profile using Tooling REST API?
Using Force.com Tooling API(REST),How do I get the page layout-record type assignments for the given profile id?
Requesting with
/services/data/v36.0/tooling/query?q=Select+Name,+Metadata+From+Profile+where+Id='00eXX000000XXXX'+limit+1
responds with blank nodes for recordtypes etc.
Is it even possible to retrieve the full metadata of Profile object with Tooling API?
In short term, the layout assignment information is listed in RecordType instead of Profile.
When you retrieve whole SObject Describe from this endpoint:
The response have a "recordTypeInfos" section like this:
For each recordTypeInfo, it contains a value called url:
If you send a GET request to this endpoint, in the response you will see the Layout Id in:
So the mapping is already done by salesforce. That layout id reflects the layout assigned to the current user.
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Is Page Layout Assignment in SFDX source?
I'm noticing that every time I spin up a new scratch org, I lose the page layout assignments I've specified for each of my Product2 recordtypes.
Is page layout assignment something that's supposed to be included in my SFDX project source? If so, does anybody have any ideas about why that isn't being pulled down when I do a force:source:pull? And if not, has anyone come up with any workarounds for this issue?
- salesforcedx
- Did you pull the Profile object as well? If not, then that would be an expected behavior. – sfdcfox ♦ Commented Dec 14, 2017 at 23:22
- I didn't think it was possible not to. I understood that force:source:pull is going to pull all the custom metadata in a scratch org regardless of type. Is there something specific I need to do to reference specific metadata types? – AGallinat Commented Dec 14, 2017 at 23:51
- @AGallinat Did you find out how to get the layout assignment metadata? – Carl Otto Gjelsvik Commented Jan 22, 2019 at 14:14
2 Answers 2
I noticed that to get layout assignment you have to specify that you want to retrieve Profile, Layout, RecordType and CustomObject at the same time. You may also want to provide your_custom_object, like this:
For some reason, changing page layout assignments isn't detected by sfdx force:source:status or pull. I got the whole profile metadata using
Then snipped out everything except the layoutAssignments snippet(s) I wanted.
- 1 Any idea why both sfdx force:source:retrieve and sfdx force:mdapi:retrieve aren't giving me the layoutAssignments? – digglemister Commented Apr 6, 2021 at 1:02
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This type extends the Metadata metadata type and inherits its fullName field. To edit the Ideas layout, specify it by name in the package.xml file. In package.xml, use this code to retrieve the Ideas layout. <types> <members>Idea-Idea Layout</members> <name>Layout</name> </types>. Note.
The deployment succeeds, but there is no change in the page layout assignments when viewed in Setup in the org. I thought perhaps I need to also deploy the Account.object and the Account-Custom Account Layout.layout files along with the Profile. Again that deploy succeeds but does not modify the page layout assignments for the System ...
Details. You're asking two things. Compact Layout Assignments. This is stored in the custom object metadata under compactLayoutAssignment within the RecordType property so you need to include whatever object you're changing the record type/compact layout assignment. It'll look like something like this within the metadata you pull
ArticleType Layout. Represents the metadata associated with an article type page layout. Article type layouts determine which fields users can view and edit when entering data for an article. Article type layouts also determine which sections appear when users view articles.
I tried this using ANT migration tool and it worked. I retrieved all profiles, record types and Page layouts. It retrieved layout assignments as well. Give it a try. Here is my package.xml. * Layout * Profile * RecordType 52.0. answered Apr 4, 2022 at 3:54. Naval.
Salesforce: Page layout assignments with XML metadata APIHelpful? Please support me on Patreon: https://www.patreon.com/roelvandepaarWith thanks & praise to...
the Save button. Presentation metadata concerns the layout of your org, and authorization metadata determines user access. Salesforce metadata also describes your org's general configuration. For example, you can configure Chatter to block emoticons in posts. Metadata API works with metadata types and components. A metadata type defines the ...
Salesforce Authenticator MFA Issue Impacting Android Users Read More. Close. Extend Salesforce with Clicks, Not Code. Table of Contents. Close. Search. After defining page layouts, assign which page layouts users see. A user's profile determines which page layout he or she sees. In addition, if your organ...
In short term, the layout assignment information is listed in RecordType instead of Profile. When you retrieve whole SObject Describe from this endpoint:
Layout Properties. The following are properties for Layout. customButtons. The custom buttons for this layout. customConsoleComponents. Represents custom console components (Visualforce pages, lookup fields, or related lists) on a page layout. emailDefault. Default value for the email checkbox. Only relevant if the showEmailCheckbox property is ...
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Represents the metadata associated with a compact layout. This type extends the Metadata metadata type and inherits its fullName field. A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations. For more information on compact layouts, see Compact ...
Salesforce Authenticator MFA Issue Impacting Android Users Read More. Close. ... Change Page Layout Assignment and Fields of User Setting Object. Change Page Layout Assignment of Sales Organization Object. ... Downloading Latest Metadata. Download Latest Metadata. Mobile App Themes.
A profile defines a user's permission to perform different functions within Salesforce. This type extends the Metadata metadata type and inherits its fullName field. In API version 29.0 and later, you can retrieve and deploy access settings for these managed components in profiles and permission sets: Apex classes.
Customize Page Layouts with the Enhanced Page Layout Editor. User Interface Elements for the Enhanced Page Layout Editor. Standard Object Record Page Save Options on Page Layouts. Tips for Using the Enhanced Page Layout Editor. Assign Page Layouts to Profiles or Record Types. Edit Multi-Line Layouts for Opportunity Products.
2. From documentation: Compact layouts are defined as part of the custom object, standard object, or external object definition. You need to have it defined in the Object's metadata xml definition as below: <fullName>testCompactLayout</fullName>. <compactLayoutItems>textfield__c</compactLayoutItems>. <label>testCompactLayoutLabel</label>.
Some Salesforce features have metadata types that aren't available in Metadata API. These metadata types can't be retrieved or deployed with Metadata API. To make changes to these types, you must do it manually in each of your organizations. Special Behavior in Metadata API Deployments.
Run metadata deployment with either remove or comment out <compactLayoutAssignment> in the metadata object source file. Observe if the Compact Layout Assignment changed/reset to Primary in the Object Manager page. Re-run the same metadata deployment include the <compactLayoutAssignment> field with desired value in the metadata object source file.
OR. sfdx force:source:retrieve -m Layout. You may like to verify if you have the Layout attribute added in your package.xml. This has worked for me in VS Code, if at all you are open to this option. Create a Project with Manifest. In the package.xml, specify the layouts (make sure you have it in package.xml), example as below:
3. I noticed that to get layout assignment you have to specify that you want to retrieve Profile, Layout, RecordType and CustomObject at the same time. You may also want to provide your_custom_object, like this: sfdx force:source:retrieve -m Profile,Layout,RecordType,CustomObject:your_custom_object. Share.
From Setup, go to Object Manager, and then find and select User Setting. Click Fields & Relationships, and then perform these steps: Click Landing Page. In the Values section, click New. Add AdvancedUserCockpit. Save your changes. Click Page Layouts, and then click User Setting Layout. Click Related Lists, and then drag Managed Products to the ...
The following are properties for LayoutSection. Indicates if this section's label is custom or standard (built-in). Controls whether this heading appears on the detail page. Controls whether this heading appears on the edit page. The label; either standard or custom, based on the customLabel property. Lists the layout columns.