CaseCloud Help

Lightning Community Limitations

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CaseCloud and the Salesforce platform offer our customers thousands of options, some of which are not available within community platforms.

2. CaseCloud Lightning Community Template Limitations

Expand or collapse content 2.1. Custom Tabs

Lightning-based communities do not support custom tabs. This limitation impacts CaseCloud in the following ways:

AdvoLogix Impact
 
Workaround Available
 
Batch Time None
Batch Conflict Check None
Billing Preview None
Timesheet None
Matter Calendar Add the Matter Calendar Lightning component to a community tab.
 
Matter Gantt None
Focus Matters Add the Focus Matters Lightning component to a community tab.
 
AdvoLogix Setup None

 

Expand or collapse content 2.2. List Buttons

Visualforce custom list buttons are not supported in Lightning communities.

AdvoLogix Impact 
 
Workaround Available
 
Mass Edit/Update None
Create Activity Plan None
Create Document None
Export None
Expand or collapse content 2.3. Standard Action Buttons

An object's standard actions (new, edit, delete, view) are hidden if a Lightning component or Visualforce page has overridden them. 

CaseCloud Impact
 
Workaround Available
 
New Time 1. Create new time entries from the Multi Timer.
2. Use a quick action on the matter object's page layout.
Edit Time Create a custom edit button linked to the TimeEditSLDS Visualforce page from the time object's page layout.
New Participant Use a quick action (for each applicable participant type) on the matter object's page layout.
Edit Participant Create a custom edit button linked to the ParticipantEditSLDS Visualforce page from the participant object's page layout.
New Budget No
Edit Budget Create a custom edit button linked to the BudgetEditSLDS Visualforce page from the budget object's page layout.
New Cross Reference Matter Use a quick action on matter object's page layout.
Edit Cross Reference Matter Create a custom edit button linked to the CrossReferenceMatterEdit  page from the "cross reference matter" object's page layout.
Delete Cross Reference Matter Create a custom edit button linked to the CrossReferenceMatterDelete  page from the "cross reference matter" object's page layout.
New Activity Plan Template No
Edit Activity Plan Template No
View Activity Plan Template No
New Activity Plan Consider using an automation via Process Builder.
Edit Activity Plan No
View Activity Plan No
Edit Intake Form No
Expand or collapse content 2.4. Other

The following areas of functionality are impacted by the lack of support for Visualforce in Lightning community templates.

CaseCloud Impact
 
Workaround Available
 
Matter Planner Not recommended for communities.
Matter Hierarchy Will not manifest in the community theme.
Participation Map Will not manifest in the community theme.
Create Activity Plan Will not manifest in the community theme.
Create Document Will not manifest in the community theme.
Process Assignment Will not manifest in the community theme.
Launch Intake Form Will not manifest in the community theme.
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