Lightning Page Templates Setup

Prerequisites

To set up lookups, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Customize Application

    • View Setup and Configuration

Basics

Lightning Page Templates provide a responsive page layout option for building record type pages for use in Lightning Experience.

There are three custom templates available.

Key Features

  • Each page template provides a collapsible header row with two nested panels nested.

    • The top header panel is a permanent panel that displays the record information and the Salesforce highlight panel.

      The record information stays in place when scrolling, but the Salesforce highlight panel scrolls off the screen to allow more work space for the user.

    • The bottom header panel is customizable.

      • This panel scrolls off the page to leave more work space for the user.

        If left empty, this portion of the header does not display to users.

  • Each page has a pinned content area as the main focal point for the FXL Data Grid.

  • Three templates provide different configurations of right and left sidebars. Like the header, sidebars are collapsible so a user can hide their contents from view to focus on a task at hand in the main area.

    1. Left collapsible sidebar only

    2. Right collapsible sidebar only

    3. Left and right collapsible sidebars

How It Works

  • Create a Record type page layout in the Lightning App Builder.

  • Select the type of collapsible sidebars for the new page layout and add Lightning Components to the view.

  • Users with Lightning enabled see the page layout when viewing an appropriate record.

  • Users can select arrow buttons on the screen to collapse or expand the header and either sidebar present on the page.

  • Users can resize the header and side panels on pages created from the templates.

    • Headers allow the height to be adjusted.

    • Side panels allow for both height and width to be adjusted.

  • The user’s adjustments are retained

    • If the adjusted panel is collapsed and then expanded again.

    • If the user leaves the page and returns.

Step by Step

For information about creating Lightning Apps and using the Lightning App Builder, see the Salesforce documentation.

  1. From the Setup screen, use the Quick Find field to search for and select the Lightning App Builder.

  2. Select New to create a new Lightning Page.

    Screenshot highlighting the New button to select to create a new page
  3. Select Record Page as the page type, then click Next.

    Screenshot highlighting the Record Page link to select
  4. Enter a Label for the new page, select the Object to use, then click Next.

    Screenshot showing the object label setup screen
  5. Under Choose Page Template, scroll past the STANDARD templates and select a CUSTOM FX page template to use, then click Finish.

    Screenshot showing the Custom section of record page templates
  6. Add Lightning components to the page sections as desired.

    Use tabs in the various sections of the page to organize the components for users.

  7. Save and Activate the page.