Configuring Lightning components on Lightning pages

Lighting components can be added on the lightning apps so that the user can directly submit tickets, raise requests, or view self help articles without logging into any other URL. For more information, refer the following sections:

Lightning App Builder

The Remedyforce Lightning components can help you build your own user interface through Lightning App Builder, which is a point-and-click tool that makes it easy to create custom pages on Lightning pages.

Lightning app builder_1.png

Prerequisites

Setup domain for the organization.

Configuring domain for the Lightning components

To configure the domain, perform the following steps:

Navigate to Setup > Settings > Company Settings > My Domain.
Enter the domain name and click Check Availability.
Click Register Domain.

Configuring Lightning component

You can configure three Remedyforce components on Lightning pages for any Salesforce application:

Submit Ticket
Service Requests
Self Help Articles

To configure the component on the Lightning pages, perform the following steps:

Navigate to Setup > Platform Tools > User Interface > Lightning App Builder.
On the Lightning Pages section, click New.
Select App Page, Home page, or Record page, where you want to add the component.
In the Label field, enter the name of the lightning page and click Next.
Note
If there are no custom components displayed in the Customs list on the left panel, then click Deploy My Domain.

Configuring Submit Ticket component

You can submit a ticket from any of the Salesforce application by configuring the submit ticket component.
To configure the component, perform the following steps:

Drag the Submit Ticket component on the Lightning App Builder page.
(Optional) Enter the required label name in the Override Button Label Name field.
Note
The changed label name will not be localized.
(Optional) Select the required template from the Template field.
The fields defined in the selected template gets auto populated in the form.
If no template is selected, then the default template is applied to the form.
Click Activate.
On the Activation page, select Lightning Experience tab.
Select the required Lightning application to configure the component.
Click Add Page and save.

Configuring Service Requests component

You can create raise a service request from any of the Salesforce application by configuring the request service component.
To configure the component, perform the following steps:

Drag the Service Requests component on the Lightning App Builder page.
(Optional) On the right panel, enter the title for the Service Request component.
(Optional) From the Category field, select the required category.
(Optional) Enter the number of services to be displayed on the form and click Save.
Click Activate.
On the Activation page, select Lightning Experience tab.
Select the required Lightning application to configure the component.
Click Add Page and save.

Self Help Articles component

You can create view self-help articles module from any of the Salesforce application by configuring the Self Help Articles component.
To configure the component, perform the following steps:

Drag the Self Help Articles component on the Lightning App Builder page.
(Optional) On the right panel, enter the title for the Self Help Articles component.
(Optional) From the Category field, select the required category.
(Optional) Enter the number of articles to be displayed on the form and click Save.
Click Activate.
On the Activation page, select Lightning Experience tab.
Select the required Lightning application to configure the component.
Click Add Page and save.

Editing components

To edit the component, perform the following steps:

Navigate to Setup > Lightning App Builder.
Select the required Lightning page and click Edit.