Recently I’ve been working with some fun ways to use the Lightning Page designer & various Lightning component to create better end user experiences. I recently shared how to use Conditional Record Detail Components and I’ll be posting a few more over the days to come.
*Shoutout to Christine Marshall who posted this same concept after I posted a much lamer idea in the Answer Community several weeks ago. I completely forgot about it, but clearly she inspired my subconscious!
Record Detail Tabs
Use Case: Universal Promotions’ admin, Kenny, has been asked to shorten the page layouts so users have to scroll less and find the fields they are looking for faster.
Build Requirements: Create ‘Update Records’ Quick Actions, Lightning Record Page, and Lightning Tabs Component
Example: Universal Promotions is an approved vendor to provide promotional items to MLB Baseball teams.
The Sales Manager, Kristi, believes the account pages have become cluttered with fields to track address information, details about the teams’ stadiums, and important contacts. Kenny has been asked to come up with a solution that will organize the fields, minimize scrolling, and provide users with fast access to the fields they need.
In Classic the only solution was to build a custom Visualforce page, but #AwesomeAdmin Kenny knows that with Lightning, he can deliver this functionality with clicks, not code.
Review your fields and determine how they should be grouped. In this example, Kristi & Kenny have decided the fields can be grouped into 3 categories: Addresses, Stadium Info, and Key Contacts.
Create one ‘Update a Record’ quick action for each grouping, giving it a descriptive name, and then adding the desired fields to the quick action page layout. Repeat this process for each group of fields.
Now that you have your actions, you’ll need to edit your existing or create a new Lighting Record Page. Add the Tabs Lightning Component to the page layout, naming the tabs to match your field groupings. Add the Related Record Lightning Component to each tab, selecting the appropriate Update Action to match your tab name. Save/Activate.
Edit or Create a new Lightning Record Page
Add the Tabs Lightning Component and name each Tab to match your quick actions & field groupings.
Add the Related Record Lightning Component to each Tab, configuring it with the corresponding Update Action and then Save/Activate.
The Result: Record detail fields are now displayed in tabs instead of down the page, allowing users to quickly see fields in groupings rather than scrolling.
Stadium Details Tab
Key Contacts Tab
Additional Use Cases:
- Opportunity Stages: If your selling process involves very specific tasks/fields for each stage, you can use this approach to create tabs for each stage, using the primary page layout to capture header level information.
- Conditional Tabs: Display header level information to some users, while making the tab component only accessible to those who should have access (see the prior post in this series for more information).
- View/Edit Related Object Record: For any lookup field on the object you are viewing, create a quick action on that related object. You can add that Update Quick Action to the Related Records component, pulling key fields from a related record onto the tab layout for users to interact with from the current record.
- And more: I can come up with a dozen more, but hopefully this is enough to stir your imagination and I would love to see your ideas in the comments below!