6-2-5. Creating and applying Setting records(Setup SkyVisualEditor FlexibleDataTable)
■Overview
・Creating a configuration record allows you to specify the fields available in the flexible data table, turn each function on or off, and configure other detailed function settings.
・This functionality can be configured for the Salesforce organization as a whole, as well as individually for specific users.
・There are two types of settings: "Main Settings" that apply commonly to all users, and "User Settings" that are applied preferentially only to specific users,
This allows for customization such as "CSV export is not available in the Main settings, but only certain users can use it.
・The procedure for creating and applying a setting record is as follows
Create a setting record from the "Setup SkyVisualEditor FlexibleDataTable" tab.
Select a configuration record from the Lightning Application Builder properties in the Flexible Data Table
■ Create Setting record
・Create a setting record from the "Setup SkyVisualEditor FlexibleDataTable" tab
・It is possible to create new, edit, copy, and delete Setting records to be applied to the flexible data table.
◇Main settings
・Configure settings that apply to all users.
Property | Details |
---|---|
Setting name | Enter a unique setting name. |
Default Layout | Set an existing layout as the default layout. |
Select available fields | Sets the fields available in the flexible data table. |
Select input fields | ・Set the available fields as either input or output fields. ・This can only be set if inline editing is enabled. ・Unsupported Fields are set as output fields in inline editing. |
Enable feature | Each function of the flexible data table can be enabled or disabled. |
◇User Setting
・Create settings that apply preferentially to specific Salesforce users.
Property | Details |
---|---|
User setting name | Set any name. |
User selection | Select the appropriate user ID to which the activation of each feature applies. |
Enable feature | Each function of the flexible data table can be enabled or disabled. It takes priority over the Main settings. |