Edit a Page to add a Lightning Component

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Overview

Salesforce Lightning components can be quickly and easily added to a record page to have an immediate view of information, such as the GL Current Balance for a selected GL account. Another example would be as a multi-ledger user, including the Ledger Manager component provides easy access for ledger management. These components are available from the Gear icon by selecting Edit Page.

When using any of these components, keep the following points in mind:

Components can only be used in Salesforce’s Lightning UI.
My Domain in Salesforce must be enabled. To learn more, view the Salesforce My Domain knowledge article.

The name and description for each component displays below, along with steps to add a Lightning component, add a Single Related List, and to change the Lightning record page template.

Expense Line Add Edit
GL Account Current Balance
Ledger Manager
Time Card Line Add Edit
Edit a Page to Add a Lightning Component
Add a Single Related List
Change the Lightning Record Page Template

Expense Line Add Edit

The Expense Line Add Edit component provides the ability to add and/or edit Expense Lines on an Expense Report from the Expense and Mileage Lines data grid. The data grid includes an Expenses tab and a Mileage tab. That way, you can select each tab to enter the information separately. With this component added, the date and/or dollar amount on each line can be adjusted directly from the data grid. In addition, you have the option to add an internal comment and/or invoice comment directly from the data grid.

GL Account Current Balance

The GL Account Current Balance component displays the balance on a Balance Sheet or Profit & Loss GL Account, as of the current accounting period. For Multi-Currency users, this will display the balance in the active Ledger’s currency. This component also takes into account amounts from archived periods.

Note: Cash Flow Categories (which are recorded as GL Account data records) are not supported with this component.

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Ledger Manager

For multi-ledger users, the Ledger Manager component provides an easy way to set and change the active ledger for working in a desired ledger. In addition, it provides an easy way to view or identify your active ledger.

GL_Account_Balance_2.0.png

Time Card Line Add Edit

The Time Card Line Add Edit component allows you to add and/or edit one or multiple lines on a Time Card. With this component, the Time Card Lines section will be available on the selected Time Card record page. From here, you will be able to add/edit lines for the selected Time Card Period to include information such as the Project/Project Task, indicate whether or not this will be Billable, or identify whether or not this Time Card Line should include Overtime pay. When this information is saved, the Time Card Lines data grid will be available for adding daily hours to the Time Card Line(s).

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Edit a Page to Add a Lightning Component

Important: The screen captures in the steps below focuses in on adding the Current Balance component. However, these same steps can be used to select and add any Lightning component.

Display a desired record page for editing.
Click the Gear icon and select Edit Page.

The Lightning Components display on the left navigation panel.
From the left navigation panel, scroll down the Lightning Components to select a component.
Click and drag the component into the right panel.

The selected component turns light green as in the sample screen below.
Drag and drop the component up or down based upon the location where you want it to display. You can also drag and drop the component to the right or left.
Click Save.
Click Activate.
Assign the default for the Lightning Record Page, as appropriate (Org Default, App Default, etc.).
Click Next.
Click Save.

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Add a Single Related List

Adding a single related list is a two part process. The related list will need to be added to the standard page layout and added to the Lightning page. The steps below shows how to add a single related list to a Billing record. However, the same process can be followed to add a single related list to other records such as a Payable record.

Display a Billing record.
Click the Gear icon and select Edit Object.
Select Page Layouts and select the Billing Object.
Drag and drop the Transactions related list onto the page.
Click Save.
Now that the single related list is on the standard page layout, you need to add it to the Lightning page. Click the Gear icon and select Edit Page.
Drag and drop the Related List - Single component onto the page.
Select the related list.

Note: To remove a Related List - Single component, click the Delete icon.
Then, select Transactions from the Related List drop-down list, which display on the right.
Select Enhanced List from the Related List Type drop-down list.
Click Save.
Click Activate, if necessary.
Click Next and Save, if necessary.
Refresh the Billing record. The Transactions related list displays on the record.

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Change the Lightning Record Page Template

The Lightning Record page of an object page can be changed for the Salesforce Lightning UI by accessing the Template menu and selecting the desired template. You can make this change directly from a record within an object with Edit Page.

Edit Page Option

Navigate to the record you want to change (this update will change all records with the object e.g. Billing.)
Click the Gear icon and select Edit Page.
Navigate to Template and click Change.
Select Grouped Header and One Region.
Click Next.
From the next screen, map the template regions as displayed below and click Done.
Click Save after configuration changes are completed.
From the Page Saved screen click Activate and then click Close.
Note: Repeat these steps for each object.