Lightning Experience 基本操作(創建app 修改filter page layout等)
阿新 • • 發佈:2018-04-22
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1,Lightning Experience app管理
打開setup 在setup中輸入app manager如下圖所示 可以進行 新建app 等操作
app 中能加載的內容 Web標簽,標準和定制對象,Lightning Voice一樣的實用功能
- Most standard objects, including Home, the main Chatter feed, Groups, and People
- Your org’s custom objects
- Visualforce tabs
- Lightning component tabs
- Canvas apps via Visualforce tabs
- Web tabs
2,創建filter列表
如下圖在右側齒輪處點擊new
可以點擊右側的縮進今昔縮放filter
新建立的filter在下面這個列表中可以選擇並修改
3 comapct layout做成如下圖
4 編輯畫面顯示
- Control which fields, lists of related records, and custom links users see
- Customize the order that the fields appear in the page details
- Determine whether fields are visible, read only, or required
- Control which standard and custom buttons appear on records and related lists
- Control which quick actions appear on the page
畫面如下在pagelayout中我們可以修改畫面的layout
- ―The field must have a value to save the record, but isn’t required on the page layout itself.
- ―The field must be included on the page layout because either an administrator configured the field as universally required or Salesforce automatically requires the field. Although you can’t remove such fields, you can move them to different locations.
- ―The field is a controlling field.
- ―The field is a dependent field.
- ―The field is read only.
可以修改一下頁面來改變用戶所使用的pagelayout
5 自定義按鈕
按鈕有以下幾種狀況
- List button—Appears on a related list on an object record page.
- Detail page link—Appears in the Links section of the record details on an object record page.
- Detail page button—Appears in the action menu in the highlights panel of a record page.
list button 只能用在關聯tab中
在文件中選擇share
取得鏈接後的地址
追加按鈕
在Buttons, Links, and Actions中點擊new追加按鈕 然後寫入link內容從/sfc開始
在關聯tab中追加內容
關於報表
權限為
me
other person
The dashboard viewer《--這個選線是動態根據用戶權限選擇的 用戶選自己就是自己 選all就是全部 等於是前兩個的結合
dashboard的數據可視權限【個數】如下
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition.
- Dynamic dashboards don’t support following components.
- You can’t save dynamic dashboards in private folders.
- You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.
Lightning Experience 基本操作(創建app 修改filter page layout等)