Embedding the xP&A Embedded Plan Component

You can use the xP&A Embedded Plan component to display the plans related to a record on its record page, and to create new plans from a plan record.

To embed this component into your Lightning page:

  1. Create a lookup field on the Plan object to the object that you intend to create plans for. For example, Account.
  2. Edit the Lightning page to which you want to add the xP&A Embedded Plan component.
  3. [Optional] Add a new tab named Plans.
  4. Drag the xP&A Embedded Plan component and drop it into the tab you created in the previous step.
  5. In the properties panel, search for and select a relationship field. For example, Account.
  6. [Optional] Search for and select the plan template that you want to use when creating plans from the component.
  7. [Optional] If you selected a plan template in the previous step, you can enter a JSON structure to map template filters to record fields. This filters the data source associated with the template. Use "filterIndex" to specify the number of the filter by order of creation within the template. Use "field" to specify the reference to the page record field that contains the required information to enable the filter. For example, [{"filterIndex": 0, "field": "Name"},{"filterIndex": 1, "field": "Practice__r.Name"}].
  8. Save and activate the page.

For more information on how to embed a Lightning component in a page, see the Salesforce Help.