Add Sync Configuration Manager Tool as Lightning App Page

Follow these steps to add the Sync Configuration Manager tool for admins to quickly access the tool in FieldFX Back Office.

To create a Lightning App page in FieldFX Back Office, see Salesforce Documentation: Create an App Home Page with the Lightning App Builder.

  1. In FieldFX Back Office, go to the Home screen for the org.

    You can modify an existing Lightning App page or create a new one.

  2. Click the gear icon and select Edit Page from the dropdown menu.

  3. At the Lightning App Builder page, select + New Page under Pages.

  4. Select App Page in the Create a new Lightning page model and click Next.

  5. Enter a name for the page in the Label input field and click Next.

  6. Select the format of the new page and click Done.

    When you select a choice, a preview of how the page looks appears to the left with a text description and also the supported form factors.

  7. Find the component for FXL Sync Configuration Wizard in the list of standard components.

    Use the Search field to quickly narrow down the results.

    For the FXL Sync Configuration Wizard component to appear, ensure that you have version 1.302 or greater of the FieldFX Lightning Package installed.

  8. Drag the component onto the canvase where it says Add Component Here and to where the area turns green.

  9. Click Save and a dialog appears with Page Saved.

    For admins to use this new page, it must first be activated.

  10. Click either Activate or Not Yet to delay visibility of the page.

  11. At the Activation: <page name>,

    1. In the Page Settings tab, set the Page Settings with the name, page activation (for all users, or for system admins only), and change the icon for the page.

    2. In the Lightning Experience tab, choose the Back Office module the new page will appear in.

      Once added, the new page appears in the list. Use the up/down icon next to the new page to change the order of how the page appears.

      The new page only appears in the selected module.

    3. In the Mobile Navigation tab, add the page to Mobile Navigation Menu

      Once added, the new page appears in the list. Use the up/down icon next to the new page to change the order of how the page appears.

    4. Click Save.

  12. Click the back arrow to return to org’s home screen.

    If you added the new page to a different module, use the App selector and switch to that module. The new page appears along the top in the order you set.