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Add the Claim Workflow Rules Component to the Product Details Page

Add the Claim Workflow Rules Component to the Product Details Page

Use Lightning App Builder to add the Claim Workflow Lightning web component to the root product details page.

Required Editions

  1. From the App Launcher, find and select Product Catalog Management.
  2. Select a root claims product.
  3. On the root claims product details page, from Setup, select Edit Page.
  4. Add a new custom tab and give your tab a unique, descriptive label. For example, Claim Workflow Rules.
  5. In Lightning App Builder, drag the Underwriting Rules component to the new tab in the page layout.
  6. To choose how you want to activate the page, click Activation.
  7. Select the APP, RECORD TYPE, AND PROFILE tab to assign the page to a combination of Lightning apps, record types, and profiles.
  8. To show the Claim Workflow Rules component only for root products, set the record type scope to Product when adding assignments.
  9. Save your changes.
 
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Salesforce Help | Article