salesforce lightning app builder related record component

SALESFORCE LIGHTNING APP BUILDER RELATED RECORD COMPONENT UPDATE

You can only adjust them in the properties pane. You can’t drag the tabs inside the component to move them around.

Select the tabs component on the canvas, and in the properties pane, change the order of the tabs to: Details, Activity, Recent Items, then Related.

Add a Related Lists component to the Related tab, an Activities component to the Activity tab, and the Recent Items component to the Recent Items tab.

Drag a Record Detail component right below the Details tab, into the green highlighted area.

You can click around between the tabs, but nothing changes because the tabs don’t have any components in them. The Recent Items tab is now in the first position in the tabs component.

Drag the Recent Items tab to the top of the Tabs list in the properties pane.

From the Tab Label dropdown menu, select Custom, and give the tab a new label: Recent Items.

But because we already have one, let’s change this new one to something else.

In the Tabs component details pane, click Add Tab.īy default, another Details tab is added.

The Tabs component comes with some default tabs already in place.

Add a Tabs component to the lower left region.

Add a Chatter component to the lower right region.

Add the Path component to the region below the highlights panel.

Click See How It Works in the component properties pane to find out where the highlights panel content comes from.

Drag the Highlights Panel component into the top region of the page.

We’ll see this behavior in action when we test our finished page. The same is not true for Chatter Publisher, which is supported on desktop only. For example, if you add the Chatter Feed component to your page, it displays when you view the page on both a desktop and in the Salesforce mobile app. The icons that appear in the palette show what form factors each component supports.

From the settings menu ( ), select Always show icons.

In the components pane, you see all the standard components available for opportunity record pages and any custom components that you’ve installed in your org.

Choose the Header, Subheader, Right Sidebar template, and click Finish.

Start typing an object’s name in the Object field to filter the list and find what you’re looking for more quickly.

Name your page New Opportunity Page, and select Opportunity.

Select Record Page and start stepping through the wizard.

From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.

After you’re comfortable with that, you can go to town and customize your record pages any way you like. We’ll tweak the standard record page layout just a bit, so you can get a feel for how things go together. Save everything, and users will only see the Related Record component corresponding to the correct Record Type when they look at the record page.Let’s build a custom opportunity record page. Set the Quick Action and Component Visibility for each of the Record Types. Put the Developer Name (usually has underscores instead of spaces) in the Value of the filter, leaving Equal as the Operator:Īdd four more Related Components, each one under the last, so you end up with 5 stacked on top of each other. (Or, if you're wanting to filter for the Record Type of the related record, navigate through the appropriate lookup relationship, and then to the Case Record Type and RT Name field). Click Select field, choose Record, and then navigate to Case Record Type > Record Type Name. Then, under Set Component Visibility, click Add Filter, then Advanced for Filter Type.

Choose the relevant Lookup field, and then choose the Update Action for one of the record types.

In Lightning App Builder, open your Case Record Page. On the layout editor, select the fields you want to display for that record type. I recommend using a Label like 'RR - ', eg, 'RR - Product Support' to keep track. Create a new Action of type Update a Record. Start by creating the Quick Actions: Setup > Object Manager > Case > Buttons, Links and Actions. You can do this by creating Update Quick Actions for each Record Type, and then adding 5 Related Record components to the page, each using a different Quick Action for the fields, and then filter visibility for each component based on the Record Type.

SALESFORCE LIGHTNING APP BUILDER RELATED RECORD COMPONENT UPDATE

Salesforce lightning app builder related record component