You are here:
Customize the Visit Lightning Record Page
Help inspectors, compliance officers, and caseworkers conduct efficient visits with a custom Lightning record page that includes essential actions, important details, and useful tabs and related lists.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To edit Lightning pages in Lightning App Builder: | Customize Application |
Public Sector Solutions includes these Lightning components to enable inspectors, compliance officers, and caseworkers to conduct inspection visits.
- Inspection Actions
- Shows Start Visit and End Visit buttons as well as the time elapsed for the inspection.
- Inspection Details
- Shows fields from the Visit object, including Location Name, Scheduled Time, Person to Visit, Address, and Inspection Type.
- Inspection Tab Container
- Includes tabs for Tasks, Notes, and Details as well as a progress ring.
Create two custom visit Lightning record pages, one for the desktop and one for mobile, that include the components. The desktop version supports a unified hierarchical view of records related to license and permit applications, public complaints, and accounts. The mobile version is designed solely for inspectors in the field and doesn't include the Hierarchical View component.
Customize the Visit Lightning Record Page for the Desktop
Add the inspection components to a visit Lightning page that also supports a unified hierarchical view.
- From Setup, in Object Manager, select Visit.
- Click Lightning Record Pages and then click Visit Record Page.
- Click Edit.
- Drag the Inspection Details component to the page canvas. With the component selected, in the Properties pane, review the Inspection Details Fields. Click Select to add or remove fields.
- Drag the Inspection Actions component to the page canvas.
- Drag the Inspection Tab Container component to the page canvas. If you don’t want to show the progress ring on the page, in the Properties pane, deselect Show progress ring.
- Drag the Action Plan List component to the page canvas.
-
Add two Hierarchical View components to the page.
- Drag the Tabs component to the page canvas and add two tabs to it.
- Make them custom tabs and, for Custom Label, name one Unified View and name the other Fees.
- Drag the Hierarchical View component to each of the new tabs.
-
Specify two levels of related lists for the new tabs.
Tab First-Level Related List Second-Level Related List Unified View Regulatory Code Violations Violation Enforcement Actions Fees Regulatory Transaction Fees Regulatory Transaction Fee Items
- Save your changes and activate the page. Assign it as the org default for desktop.
Customize the Visit Lightning Record Page for Mobile
Create a version of the visit Lightning page that contains only the components that inspectors need to conduct a visit, and make it the default page for phone.
- From Setup, in Object Manager, select Visit.
- Click Lightning Record Pages and then click Visit Record Page.
- Click Clone.
- In the page properties, change the label to Visit Page Mobile.
-
Remove any elements that inspectors don't need. For example, remove the highlights panel,
and if it's on the page, remove the Hierarchical View component.
Note Keep the Regulatory Code Violations related list component.
- Save your changes and activate the page. Assign it as the org default for phone.
