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Nick Stofberg Create a form on account record
We currently have a button on our account records which when clicks opens a form with further information about the account that can be filled in. This was custom built but isn't user friendly and a bit of a mess to be honest.
We are moving to Lightning, and I would like to suggest that this is an idea time to revisit this.
Is there an easy way to recreate this perhaps using Lightning?
Essentially, there just needs to be a button or link on the Account record, that allows addditional custom fields / data to be recorded about that account. And then we also need to build a few reports to report on the data.
We are moving to Lightning, and I would like to suggest that this is an idea time to revisit this.
Is there an easy way to recreate this perhaps using Lightning?
Essentially, there just needs to be a button or link on the Account record, that allows addditional custom fields / data to be recorded about that account. And then we also need to build a few reports to report on the data.
In lightning you can create a custom lightning component using Field set and you can use this anywhare in tabs or in side component or button it self or quick action etc.
Please let me know if you need any other assistance we can directly connect to my gmail.
Thanks
Hemant
Email : sonihemant.jaipur@gmail.com
Why don't you directly use the standard Edit button to achieve this? If all the custom fields are on the Account object itself, then you can very well use the page layout.
if you need any help in lightning component then let me know.
Thanks
Hemant
Email : sonihemant.jaipur@gmail.com