I'm wondering if there is a built in way to display record details in any other way than a basic list format? I have a detail fields (various budget values and team members) that I want to group together and display either in another tab or in another component on the page. Is this possible? Or do I simply need to build a completely custom record page with aura, JS, and Apex?
I'm hoping to keep the page as close to the vanilla Lightning experience as possible to maintain a cohesive look and ensure future stability.
4 answers
Hi Sam - you can check out this post for how to do this with a quick action and related record lightning component, let me know if you have any questions on how to set it up.
https://theaccidentaladmins.com/record-detail-tabs
PS: you can use conditional filters on the component to only display the related record component to certain users, roles, profiles, or when certain record conditions are met.
The one drawback of this approach though is the fields will not appear on the edit screen when creatiing a new opportunity, they'll need to be populated separately after the record is saved.
