Adding PSA Custom Lightning Components to a Lightning Record Page

For information about creating Lightning record pages and using Lightning components, see "Lightning App Builder" in the Salesforce Help. However, we have provided some examples to create and use custom Lightning components, record pages, and layouts.

To add a custom Lightning component to a page:

  1. Using Lightning App Builder, create a Lightning record page for the relevant object and select the page template you want to use.
  2. Drag the component on to the relevant part of the Lightning record page layout.
  3. Use the properties pane to configure the Lightning component.
  4. Save and activate the page.

To create a Lightning record page for selecting resources and performing actions:

  1. Using Lightning App Builder, create a Lightning record page for the Resource Request object and give it a suitable name, such as Resource Request Lightning Record Page.
  2. Select the Header and Right Sidebar page template.
  3. Drag the standard Highlights Panel component on to the Header part of the page layout.
  4. Assign the Resource Request Compact Layout as the primary compact layout.
  5. Drag the standard Tabs component on to the main region of the page layout.
  6. Drag the standard Record Detail and Related List - Single components on to the Details and Related tabs.
  7. Using the properties pane, add a custom tab called “Resources” to the Tabs component.
  8. Set the Resources tab as the default tab.
  9. Drag the custom PSA Resourcing component on to the Resources tab.
  10. Drag the custom PSA Resource Filter Lightning component on to the Sidebar part of the page layout.
  11. Save and activate the Lightning record page.

You can create your own compact layout if the Resource Request Compact Layout does not contain the fields you require.

To create your own compact layout:

  1. Navigate to Setup | Objects and Fields | Object Manager.
  2. Click Resource Request.
  3. Select Compact Layouts and click New.
  4. Type a name and label for the compact layout.
  5. Move the fields you want to be displayed on the compact layout into the Selected Fields list and click Save.
    Note:

    All fields might not fit in the width available if you include a long field name on the compact layout.

  6. On the Compact Layout Details page for the new compact layout, click Compact Layout Assignment.
  7. Click Edit Assignment.
  8. Select your new compact layout from the Primary Compact Layout drop-down list.
  9. Click Save.