Published at: 2026-09-17

Object customization FAQ

Troubleshoot common issues with objects, fields, layouts, rules, and permissions.

Object management

Why are UI load events not triggered when editing draft data?

The system does not support triggering UI load events when editing unsaved data in the draft box. Submit or save the object configuration first, then test page UI events.

Why does disabling or deleting an object fail?

Check whether the object is associated by other objects or still referenced by layouts, workflows, rules, buttons, or functions. The system blocks disabling or deleting when dependencies exist.

Why is the entry not visible on the frontend after creating a custom object?

Check the object status, application menu, object permissions, and page layout. After enabling the object, assign object view permissions to the target roles.

Field management

How do I change the frontend display name of a standard field on a preset object?

Standard fields usually cannot be renamed directly in the field list. Go to Setup > Object Name Settings and modify the corresponding language value in the field translation or multilingual translation configuration.

Why can’t I modify the owner, owner’s primary department, or owning department on the edit page?

These fields involve data permissions and organizational ownership. The system restricts users from manually modifying them on regular edit pages. To change them after data creation, use the Change Owner button, a dedicated business button, or function logic.

How do I troubleshoot a single-select field showing “Option deleted”?

Check the following:

Browser cache has not been refreshed.
A default value references a deleted option.
A workflow, function, or mapping rule has backfilled a non-existent option value.
The single-select field has field dependency configured, and the default value is not within the current available sub-options.
The default value formula output does not match the option API Name.

How do I troubleshoot a default value field showing empty or calculating incorrectly?

Check whether the calculation fields are empty, whether the default value formula only triggers on create or edit, whether the data comes from imports or function backfills, and whether the related object references an incompletely loaded primary object field.

How do I determine whether data was manually entered, copied, imported, or mapping-backfilled?

Add and view the Modification History component on the detail page. The first operation log entry for a field value usually indicates the source.

Under multi-currency, the default value amount is correct but the currency symbol is wrong. Why?

The default value formula only copies the numeric value and does not sync the currency unit. The displayed currency is determined by the currency setting of the current object record.

After setting a date field to year-month format, why does data entry still require a specific day?

The underlying date field always stores a standard date type and requires a specific day. The year-month format only affects list page display, frontend filter conditions, and exported text format.

Why are fields missing from the import template?

Check field permissions, field types, field status, import rules, and object layout. For the owner field, also check whether Update Owner is enabled during import.

Why are some fields not copied when duplicating data?

If the current user has read-only or invisible permissions for a field, the system does not copy that field value to the new record.

Do read-only or invisible permissions block backfilling during data mapping?

Not necessarily. Data mapping may still backfill fields according to rules. Verify together with object mapping rules, field permissions, and modification history.

Field dependency and field filtering

Why is the cross-object filter button not visible on the frontend?

Check whether Cross-object filtering is enabled in the object’s optional features in Setup. When not enabled, the advanced filter entry is not displayed on the frontend.

Why can’t I find the cross-object filter toggle for some preset objects?

Currently, only some core preset objects and custom objects support cross-object filtering. Unsupported objects need to wait for future capability releases.

Is there a limit on the number of filter conditions in cross-object advanced filtering?

Cross-object filtering supports up to 3 OR condition groups. Each OR group supports up to 6 AND conditions.

During cross-object filter configuration, why can I only select fields from the current object?

First specify the associated object in the Select Object step. When no associated object is specified, the system only shows current object fields.

Why does the page take a long time to load after cross-object filtering?

Cross-object filtering performs cross-table join queries at the underlying level. When the associated table data reaches millions of records, query time increases significantly.

Why can’t the owner’s primary department be sorted in list page filter fields?

Owner's primary department is a dynamically calculated field, not a physical column in the current object table. The database does not support direct sorting.

Why can’t I find tags in list page filter fields, or can’t select tag values when filtering by tags?

Check whether the tag group applies to the current object, whether the tag or tag group is enabled, and whether the organization has enabled the tag filter-related beta feature.

Object relationships

When configuring filter values, what are the fields under the current object, associated object, and primary object?

Fields under current object: Fields of the object where the current field being configured resides.
Fields under associated object: Fields of the object that the current lookup field points to.
Fields under primary object: When the current object is a detail object, these are the fields on its master object.

Why can’t I add OR logic to filter conditions?

Using OR conditions requires the organization to subscribe to the corresponding add-on license. After subscribing, custom object filter conditions can support OR logic.

How do I display information beyond the primary attribute when quickly associating data?

Enable Object Display Fields in the associated object and configure the display fields to more identifiable information such as name, price, or a formula field.

Why does the frontend show a blue “–” and clicking it says the associated relationship does not exist?

The record referenced by the lookup field has been physically deleted. The field still retains the original record ID at the underlying level. Use a function or data repair to clear the lookup field value.

Page layouts

Why do all layouts show the same last modified time after adding or deleting a field?

When object fields change, the system synchronously updates related layouts under the object. Therefore, the last modified time of multiple layouts may change simultaneously.

What is the draft save time when editing pages?

Web and mobile object page layout drafts are saved on the server side and do not have a fixed expiration time.

Why can’t I configure field required or read-only styles on the detail page?

If the object has new/edit page layouts enabled, field input styles must be maintained uniformly in the new/edit page layout.

Why doesn’t the mobile show buttons configured on the PC detail page?

Check whether independent mobile layout is enabled and whether the button is displayed in the mobile layout’s button management.

Where can I disable quick edit or real-time edit on the detail page?

This is a beta feature. Request your account manager to enable the Disable real-time edit for all objects beta. After enabling, no object detail page provides real-time editing.

Can the table component in a form layout lock rows or columns?

No. The table component scrolls with the page and does not support locking individual rows or columns.

How do I configure related list summary fields?

The configuration entry is at Setup > Associated object detail page layout > Related list independent configuration. Confirm the related list style and summary scope.

Why doesn’t the list page reflect the renamed default layout from Setup?

Check whether the frontend is still using personal-level configuration, record type-specific layout, or role-specific layout.

Which components does the floating quick navigation support jumping to?

It usually supports jumping to sections, related lists, and some page components on the detail page. The specific options depend on the layout configuration page.

Why doesn’t the mobile object name follow the detail page tab name change?

The mobile object name may come from the mobile independent configuration or object name settings. Check the mobile layout and object name configuration separately.

Why does translating the related list name on the detail page only take effect on the web?

Mobile may use an independent layout or independent name source. Check the mobile detail page layout and related list configuration.

Why doesn’t the detail page or web list tag column display colors after setting colors for fields or options?

Check whether the field or option supports color display and whether the current layout or list column type supports color rendering.

Why doesn’t the frontend reflect the field order change in the related list column settings?

Check whether related list independent configuration is enabled and whether the user has personal column settings.

Why doesn’t the related list show the inline button that was configured on the detail object list page?

The detail object independent list page and the related list on the master object detail page use different configurations. Configure button display in the related list independent configuration.

Why doesn’t the list page data update after saving the new/edit page?

Refresh the list page and check for cache, list filter conditions, data permission changes, or backend asynchronous updates.

Why doesn’t hiding detail object fields through UI events on the new/edit page take effect?

Detail object fields on the new/edit page may be affected by the sub-table component and field permissions. Check layout rules, UI event trigger timing, and sub-table field configuration.

Why does the lookup field display on the new page but not on the edit page?

Check field permissions, edit page layout, record type layout, and lookup field filter conditions.

Where do I configure the exposed sub-table fields on the mobile new/edit page?

Check the mobile independent layout and sub-table component configuration. If the mobile independent layout is not enabled, the system usually follows the web configuration.

Can the owner and owning department be shown again after hiding them on the edit page?

The owner and owning department involve data permissions. Regular edit pages usually cannot edit them directly. Use the Change Owner button or function-based approach.

Why does saving the layout show “Option does not exist” or “Sub-option field does not exist”?

Check field dependencies, single-select field options, and field references in the layout. Deleted or disabled options may cause save failures.

Why doesn’t pasting detail data trigger UI events during master-detail create/edit?

Pasting detail data does not necessarily trigger row-level UI events. Use pre-save validation, functions, or other batch processing methods for additional control.

Why is the quick navigation not displayed on the left side of the new/edit page?

Check whether the layout contains navigable sections and whether the current page width and layout mode support quick navigation.

List page, scenarios, and mobile

Why don’t frontend users see changes after modifying the “All” scenario fields in Setup?

Frontend users may have personal-level column settings. Have users restore system defaults, or have the administrator clear personal configurations in the scenario configuration.

Where do the list header fields and order come from?

They usually come from scenario configuration, personal column settings, and related list independent configuration. Personal settings may take priority over backend default configuration.

Which fields do quick filters support? Why can’t I select reference fields or formula fields?

Quick filters usually support fields suitable for indexing and quick queries. Reference fields, formula fields, or complex fields may not be supported.

Why don’t the default column widths set in the scenario apply to the sub-table on the new/edit page?

List page scenarios and the new/edit page sub-table are different page configurations. Configure column widths in the corresponding sub-table component.

Why aren’t mobile filter fields displayed as configured in Setup?

Check whether the mobile has independent configuration enabled and whether the user has mobile personal filter settings.

After full-field search, why doesn’t the export data volume match the search results?

Check export permissions, data permissions, backend asynchronous export scope, and search index synchronization status.

Why doesn’t the mobile frontend change after adjusting fields in the mobile summary layout?

Check whether the mobile uses an independent layout, whether it was published successfully, and whether the phone needs to refresh the cache.

Can the mobile summary layout display more than 8 fields?

It is not recommended to exceed the limit. The mobile summary layout should retain only key fields to avoid overly long cards.

Where do the Chats card fields forwarded to the enterprise work group come from?

They usually come from the mobile summary layout or object summary configuration. Check the mobile summary layout fields.

Custom buttons

How do I rename a preset system button?

Modify the display name through object name settings, multilingual configuration, or button-related configuration. Different button types have different supported scopes.

How do I troubleshoot a custom button not displaying on the frontend?

Check the button position, display conditions, data status, layout hidden settings, role button permissions, and mobile independent layout.

How do I disable the system notification when clicking a button that changes related team members?

Pass parameters in the button pre-validation function to not send CRM notifications. Have a developer or implementation consultant confirm the function implementation.

What should I do if the target field is not updated after executing a custom button?

Check the button post-action, function logs, field permissions, field read-only status, validation rules, and business status.

After renaming a button, record type, or field help text, the frontend still shows old content?

Refresh the cache and check multilingual configuration, terminal-independent configuration, and whether the frontend is still using the old layout.

Rules

Why does data still contain old values after a layout rule hides a field?

Layout rules only control page display and do not automatically clear field values. To clear values, configure a function, default value, or pre-save logic.

Why does a field still show a red asterisk after removing the required setting?

Check field-level required, layout-level required, layout rules, and record type layouts. Multiple configurations can make a field appear as required.

Why does the system save successfully even when a required field is not filled during editing?

Distinguish between field-level required and layout-level required. Imports, APIs, functions, or some non-page entries may not be controlled by layout-level required.

Why can’t I select a specific field when setting the controlled field?

The field may not support layout rule control, or it may be disabled, hidden, lack permissions, or the field type may not meet the control conditions.

Why are page control type layout rules grayed out and unselectable?

Check whether the current layout type, object type, terminal type, and page scenario support page control rules.

How do I troubleshoot when a validation rule does not block saving?

Check whether the rule is enabled, whether the usage scenario covers the case, whether the formula returns true, whether the data entry bypasses the page save, and whether the rule was created after the data.

Why doesn’t a validation rule using a roll-up summary field block on create?

Roll-up summary fields may read historical values from the database. When creating a record, the roll-up value has not yet been written, so it may not trigger the block.

What should I do if a validation rule referencing the owner’s primary department fails?

On create, the owner’s primary department may not have finished calculating. Use a cascade field from the owner object for validation instead.

Can the deduplication rule condition limit of 5 groups be expanded?

Expansion is not currently supported.

After enabling multi-dimension, can dimension fields be configured as deduplication conditions?

This is not currently supported.

Why does import update show a deduplication failure when there is no actual duplicate data?

Check whether it is a single deduplication rule, whether Do not match empty values is configured, and whether multiple batch imports occasionally succeed. If these conditions are met, consult whether the deduplication multi-rule beta needs to be enabled.

Why is deduplication inaccurate after adding parentheses to phone numbers?

Parentheses in phone numbers are filtered by ES and converted to spaces. The system splits the number by spaces, and if any numeric segment matches, it may be flagged as a duplicate. Use hyphens - instead.

Permissions

A field is added to the layout, but why can’t users see it?

Check field permissions, layout rules, record type layouts, data permissions, and user roles. A field displayed in the layout does not guarantee the user has read permission.

A field is removed from the layout, but why can users still see it?

Layouts only control the current page display. If the role has field read permission, users may see the field on the list page, in exports, reports, or APIs.

Why can users see buttons without object permissions?

Check all management roles, business roles, and system default roles assigned to the user. Final employee permissions are calculated as the union of all roles.

Why can’t a user with edit permission edit a specific record?

Object edit permission only means the user has the edit action entry. The user also needs read/write data permission for the record and must meet business status, approval status, lock status, and other conditions.

Why can users see the object list but can’t open the detail page?

Check whether the role has both View list and View details permissions.

Why can’t sub-department members see data after sharing to a department?

When the sharing target is a department or organization, the system only authorizes direct members by default. To include sub-department members, select Include sub-organizations and departments.

Why don’t data sharing rule changes take effect immediately?

Sharing rules require synchronization time after being enabled or disabled. The larger the data volume, the longer the effective time.

Import and data quality

What should I check first when an import fails?

Prioritize checking required fields, uniqueness, field types, lookup field values, validation rules, deduplication rules, and field permissions.

Why isn’t the owner updated during data import?

The owner is a sensitive field. During import, the system only updates the owner field when Update Owner is enabled.