Extended Planning and Analysis Lightning Components
Certinia provides Extended Planning and Analysis custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Certinia Lightning components.
Adding Lightning Components to a Page
- From Setup | Lightning App Builder, select the page you want to add a Lightning component to.
- Click and drag a component to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component. See the table below for more information about a component's properties.
- Save your changes and activate the page if required.
- [Optional] Set your changes as the org wide default and click Close.
Certinia provides the following Extended Planning and Analysis custom Lightning components for use on Lightning pages:
| Component Name | Description | Managed Locations | Supported Locations | Properties |
|---|---|---|---|---|
| xP&A Plan Table | View and manage the various measures and dimensions of the plan. | Plan Record Page | Record Pages | |
|
xP&A Embedded Plan |
Display the plans related to a record on its record page. This enables you to easily view the related plans in the context of the record. For example, you can view the plans for a company or for a project. | None | Record Pages | Embedded Lightning Component Properties |
| xP&A Mass Plan Delete | Enable the user to delete plans from the List View. | Plan Record Page | Record Pages | |
| xP&A Delete Plan | Enable the user to delete plans. | Plan Record Page | Record Pages | |
| xP&A Import Plan | Enable the user to import plans from an XLSL file. | Plan Record Page | Record Pages | |
| xP&A Export Plan | Enable the user to export plans as an XLSL file. | Plan Record Page | Record Pages | |
| xP&A Manage Plan Table | View and manage the various measures and dimensions of the plan. | Plan Record Page | Record Pages |