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          Create Lightning Record Pages for Insurance

          Create Lightning Record Pages for Insurance

          Create the Lightning record pages that apply to Insurance and Insurance Industries Extension orgs.

          1. From Setup, use Quick Find to find and select Lightning App Builder.
          2. Click New.
          3. Select Record Page, then click Next.
          4. For Label, enter a unique, descriptive name. For example:
            • Claim Product Record Page

            • Product Record Page

            • Product Class Record Page

            • Product Coverage Record Page

            • Product Spec Record Page

            For Object, enter Product. Then click Next.

          5. For the page template, click Clone Salesforce Default Page, and then select Grouped View Default. Then click Finish.
          6. Click the Tabs component, then click Add Tab.
            ​Tabs​ component and Add Tab​​ button highlighted

            Add the custom tabs that belong on the page. Here are the typical ones.

            Record Page Custom Tabs
            Claim Product
            • Injuries
            • Properties
            • API
            • Rules
            Product
            • Coverages
            • Insured Items
            • Rating Facts
            • Attributes
            • Rules
            • Surcharges
            • Simulate
            • API
            Product Class
            • Coverages
            • Insured Items
            • Rating Facts
            • Attributes
            • Rules
            Product Coverage
            • Attributes
            • Surcharges
            Product Spec
            • Attributes
          7. Find the Vlocity Cards component and drag it to a custom tab. Then define the appropriate Layout Name and Custom Visualforce Page. Do this for each custom tab.
            Illustrates the Vlocity Cards component.

            Here are the values for each type of record page.

            Record Page Tab Properties
            Claim Product Injuries

            Layout Name: ins-claims-injuries-admin-container

            Custom Visualforce Page: InsuranceClaimsInjuriesAdmin

            Properties

            Layout Name: ins-claims-properties-admin-container

            Custom Visualforce Page: InsuranceClaimsPropertiesAdmin

            API

            Layout Name: ins-product-methods-helper

            Custom Visualforce Page: InsuranceProductMethodsHelper

            Rules

            Layout Name: ins-product-rules

            Custom Visualforce Page: InsuranceProductRules

            Product

            Coverages

            Layout Name: ins-coverage-container

            Custom Visualforce Page: InsuranceCoverages

            Insured Items

            Layout Name: ins-insured-items-container

            Custom Visualforce Page: InsuranceInsuredItems

            Rating Facts

            Layout Name: ins-rating-fact-container

            Custom Visualforce Page: InsuranceRatingFact

            Attributes

            Layout Name: ins-product-attributes-container

            Custom Visualforce Page: InsuranceProductAttributes

            Rules

            Layout Name: ins-product-rules

            Custom Visualforce Page: InsuranceProductRules

            Surcharges

            Layout Name: ins-product-taxes-container

            Custom Visualforce Page: InsuranceTaxesAdmin

            Simulate

            Layout Name: ins-product-rating-output-input-map

            Custom Visualforce Page: InsuranceProductRatingMap

            API

            Layout Name: ins-product-methods-helper

            Custom Visualforce Page: InsuranceProductMethodsHelper

            Product Class

            Coverages

            Layout Name: ins-coverage-container

            Custom Visualforce Page: InsuranceCoverages

            Insured Items

            Layout Name: ins-insured-items-container

            Custom Visualforce Page: InsuranceInsuredItems

            Rating Facts

            Layout Name: ins-rating-fact-container

            Custom Visualforce Page: InsuranceRatingFact

            Attributes

            Layout Name: ins-product-attributes-container

            Custom Visualforce Page: InsuranceProductAttributes

            Rules

            Layout Name: ins-product-rules

            Custom Visualforce Page: InsuranceProductRules

            Product Coverage

            Attributes

            Layout Name: ins-product-attributes-container

            Custom Visualforce Page: InsuranceProductAttributes

            Surcharges

            Layout Name: ins-product-taxes-container

            Custom Visualforce Page: InsuranceTaxesAdmin

            Product Spec

            Attributes

            Layout Name: ins-product-attributes-container

            Custom Visualforce Page: InsuranceProductAttributes

            Lightning record pages are now configured in your org. Activate them to make them available to users. See Activate the Lightning Record Pages You Create.

           
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