Services Estimator Lightning Components
Certinia provides Services Estimator 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 on 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 Services Estimator custom Lightning components for use on Lightning pages:
| Component Name |
Description |
Managed Locations |
Supported Locations |
Properties |
|---|---|---|---|---|
| Services Estimator Actions: Estimates | Contains actions to create a project from an estimate and add an estimate to an opportunity. | Estimate Record Page | Estimate record pages | |
| Services Estimator Actions: Estimate Products | Contains an action to add estimate product items to an estimate product. | Estimate Product Record Page | Estimate Product record pages | |
| Services Estimator Actions: Opportunities | Contains an action to create a project from an estimate. | Opportunity Record Page | Opportunity record pages | |
| Services Estimator Actions: Projects | Contains an action to add records from an estimate to a project. | None | Project record pages | |
| Services Estimator Estimate Builder | View, edit, and add estimate products, line sets, tasks, and role requests to the estimate. | Estimate Record Page | Estimate record pages | |
| Services Estimator Estimated Expenses Highlight Cards | View summary details of the estimated expenses on an estimate. | Estimate Record Page | Estimate record pages | None |
| Services Estimator Estimate Variables | View and edit the details of an estimate. | Estimate Record Page | Estimate record pages | None |
| Services Estimator Scoping Session | Enable users to respond to requirements in a scoping session. | Scoping Session Page | Lightning pages | None |
| Services Estimator Workspace Actions | Contains an Actions accordion with actions to create an estimate or an estimate template. | Services Estimator Workspace | Lightning pages | None |
| Services Estimator Scoping Requirement Set | Enables users to add sections, requirements, and responses to a scoping requirement set directly from the requirement set record page. | Scoping Requirement Set Record Page | Scoping Requirement Set record pages | Scoping Requirement Set Lightning Component Properties |