Closed mrbelvedere closed 8 years ago
Note: this can be seen in the template org.
This is looking like a Salesforce1 bug: the cards are using the related list columns, as they should, but they aren't spanning to other objects like the related lists do. So fields on the affiliation record are showing up, but not fields on the contact.
Temporary workaround: add a formula field on affiliation with the contact name, and replace the contact's first and last names in the related list on Household Account with this field.
It could be called something like "Affiliated_Contact_Name", and its value could be like:
npe5__Contact__r.FirstName + ' ' + npe5__Contact__r.LastName
Or npe5__Contact__r.Name
, which would include the new standard Middle & Suffix fields if being used.
You can go one step further and make the name clickable by wrapping a hyperlink function around the name:
HYPERLINK("/"+ npe5Contactr.Id ,npe5Contactr.FirstName + ' ' + npe5Contactr.LastName)
Looks like you need to create a custom compact layout too cuz you can't edit the packaged one. Also if you need to access Affiliations from the parent you'll be viewing the related list, not the compact layout. As such your new formula field needs to be one of the first four columns in your related list. Don't like it? Vote this up: https://success.salesforce.com/ideaView?id=08730000000l5EpAAI
Only Role, Status and Start Date are shown. However, the affiliation Compact Layout does show Affiliation Name, Organization Name, and Contact Name. It seems like the Compact Layout shown is not defining the fields shown in the Record Preview Card.
Reported at https://powerofus.force.com/_ui/core/chatter/groups/GroupProfilePage?g=0F980000000CmVX&fId=0D58000001NRRcj