CaseCloud and the Salesforce platform offer our customers thousands of options, some of which are not available within community platforms.
1. Salesforce Lightning Community Template Limitations
2. CaseCloud Lightning Community Template Limitations
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 |
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 |
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 |
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. |