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            Add Ratings Layout to the Account Record Page

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            3. Administer Life Sciences Cloud

            Add Ratings Layout to the Account Record Page

            Show visual insights about account activity by adding the ratings layout to healthcare professional (HCP) and healthcare organization (HCO) accounts. Embed the Ratings component to the custom tab in the Lightning page and link it to the configured layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To set up and configure Ratings: Life Sciences Commercial Admin
            1. From the App Launcher, find and select Accounts.
            2. In the Accounts list view page, click the name of the HCP or HCO account.
            3. To edit the page layout, click the Settings icon. icon, and then click Edit Page.
              The Lightning App Builder opens.
            4. Click the section where you want to add a Ratings tab.
              The Properties pane opens on the pane.
            5. Click Add Tab.
            6. After the new tab is added, click the tab to customize it.
              1. Select tab label as Custom.
              2. Enter a custom label. For example, Ratings.
              3. Click Done.
            7. From the Components pane, in the Search field, enter the name of the Lightning component.
            8. Drag the Ratings component to the page layout.
              Customize the record page layout by dragging components to rearrange them within the page.
            9. Add properties to the Ratings component.
              1. Click the Ratings component you added earlier.
              2. In the Properties pane, from the dropdown, select the layout you created.
              3. Select Group Product Ratings by Detail Type.
            10. Save your changes, and then click Activation.
            11. In the Activation window, select whether to Assign or Remove your org as default, and follow the prompts to continue. You can also leave it as is and complete your activation.

            To make this tab available in the mobile app, generate a metadata cache.

            See Also

             
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