List Deployment and Management

After completing the setup, you can create and manage custom tabs based on the configured List Configurator. Once the custom tabs are created, they can be added as navigation items in Lightning apps, allowing users to access them conveniently. This ensures that users can fully utilize the features of the List Configurator within the Salesforce environment, while administrators can customize and manage the tabs to meet user needs.

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🔸 Save and Activate

1. Complete the setup and click the Save button in the top-right corner. The ACTIVE button will appear in the header.

   

   After saving, the Activate button appears.
2. Use the ACTIVE button to toggle the configurator’s activation status. When activated, the TABS button will appear. Click TABS to create and manage tabs.

   

   After activation, the Tap button appears.

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🔸 Create Tabs

1. Click the TABS button.

2. In the Tab Management screen, click Add Tab.

   

   Tab Addition and Management Screen
3. Enter the Tab Name and click the Add button to create the tab.

   

   Add Tab Screen

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🔸 Manage Tabs

1. Click the TABS button.

2. In the Tab Management screen, click Manage Tab.

   
3. Select the tab you want to manage and click the Next button.

   

   Tab Management Screen
4. Choose the profiles and apps you want to assign to the selected tab and click the Save button.

   

   Tab Management Screen

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🔸 Add Configurator to Communities and App Builder

1. To add the List Configurator or Compact List Configurator to the desired App Builder or Community Builder page, navigate to the Custom section in the bottom-left of the components panel. Find List Configurator or Compact List Configurator and drag it to the desired location on the page.

2. Click the inserted component and, in the properties pane on the right, select the appropriate List Configurator.

App Builder Screen

Community Builder Screen