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 panel to configure the Lightning component.
  4. Save and activate the 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.