Saving and activating
Last updated
Last updated
Once set up, you'll need to save the configurator using the button at the top of the builder before you can start using it.
You can preview the implemented schedule configurator by using the Preview button at the top of the builder.
You can create a Quick Action button on the Record Page Layout of the configured Parent Object by directly generating a component.
Currently, only the Aura Component is available.
Create Aura Component
Navigate to the management page of the Parent Object in the Configurator. (ex. Setup > Object Manager > Opportunity)
Click the 'Buttons, Links, and Actions > New Actions' button to add a Quick Action.
Add the Quick Action you created to the Page Layout.