Compatible with Salesforce Lightning Only
It is important to remember that this Lightning Component feature is ONLY available in Salesforce Lightning. Please work with your internal Salesforce Administrator to set up the pages as desired to conform with your lightning page configurations; GRAX does not provide Salesforce Administrator services.
*Also note that you may need to enable custom domain in Salesforce to work with custom lightning components. See Salesforce help for more information.
GRAX Lightning Connect is intended to be utilized to display related records which are in the datalake. Users have the ability to show an unlimited number of related lists, set the fields to be viewed, preview the records, and restore the records.
To create your Lightning Component related list, follow these steps:
- Go to the object an page layout that you would like to add the related list to then click the gear, and
- On the left hand side of the screen, scroll to the section
Custom - Managedand drag the component
GRAX_LgtCmp_CustomRelatedListto the desired location
- On the right hand side, set the following values:
Enter the API Name of the object that you want the related list to be based off of… for example “Consignment_Note__c”
Label for your related list if you do not want to use API Name
Fields to Display
Enter the API Name of the fields on the object that you want displayed separated by a comma. For example, “ID,Name”
This will set the height of the related list AND the preview screen if you select this option.
It is recommended to have a height no less than 400.
Show Preview Button
Set to true if you want to allow your users the ability to preview this record
Show Restore Buttons
Set to true if you want to have ability to restore certain records
Relationship Field Name
Enter the API name of the relationship field that you want to display. For example, the Contact object could have 10 different lookup fields to Account - which relationship/linkage field do you want to display with this related list component?
this powerful functionality allows you to further filter which records you want to display in the related list. For example, you could show only a certain record type etc.
- Save your updated page layout
Settings / Parameters
Ability to preview records
By checking the Display Restored Info checkbox you will add two columns to the component, the restored record and last restored date
As you can see in the Query Filter, here we are only showing Meter Reading records that have a certain field value of 965
Updated about a month ago