The article provides a high-level overview related to the basic configuration options for deploying AdvoLogix in Lightning Experience (LEx).
Step 1 - Determine the Audience
If you are migrating from the classic user interface (UI), it may be best to choose a pilot group for the initial implementation of the lightning UI. We recommend creating a unique Lightning Experience User Profile for your pilot users. This will allow you to assign default application behaviors tailored specifically for the lightning users while preserving the current default experience for the other users remaining in the classic UI.
In preparation for this step we suggest this help article on setting up users for lightning.
Step 2 - Create the Lightning Experience Profile
You will find the following options useful for customizing a user profile for lightning. If you are migrating a subset of your user base, you may clone an existing AdvoLogix user profile as a good starting point for customization. It may be necessary to refine these settings after completing the remaining steps.
- Under Custom Tab Settings hide Activities and the second listing for the following duplicative tabs:
- Batch Time
- Billing Preview
- Focus Matters
- Matter Calendar
- Matter Gantt
- Under the Administrative Permissions, enable the Lightning Experience User option.
Step 3 - Configure the Lightning Application
AdvoLogix includes a dedicated lightning application with default user experience settings, which allows some limited customizations.
- The utility bar provided as part of our included lightning application cannot be customized.
- The main menu can be modified to include additional custom tabs along with the default list of tabs included in our lightning application.
The concept of an application defines the navigational user experience through two primary navigation components: the main menu and the utility bar.
The lightning application determines which areas of the program can be quickly accessed via the main (horizontal) menu. The application can be created and customized to include quick access to various features via the Lightning Application Utility Bar.
- The utility bar may be optionally displayed at the bottom of the user interface. Within the Application Manager, these options are selected during step two and may consist of standard platform components and lightning components provided by AdvoLogix, the AppExchange, or those created custom within your org.
- The main menu options are displayed horizontally along the top of the user interface. Within the Application Manager, these options are selected during step three and may consist of standard platform options such as Home, Chatter, Dashboards, Reports, etc. Menu options also include record tabs, Visualforce tabs and lightning pages.
- In addition to the navigation options, step one of the Application Manager allows you to pick an image and menu bar color to be associated with the Application.
Suggestions for Customizing a Lightning App
To have full control over your AdvoLogix lightning application, you may create a new custom lightning application.
- Navigate to the setup menu option titled App Manager.
- If you have previously created an application, select the edit option for your application. You can discern the lightning app from the classic app by the column labeled App Type. If a lightning app does not exist, consider creating a new app at this time. The Edit App dialog will have several tabs across the top for use as follows:
- You may optionally use the Utility Bar tab to add features to the application's utility bar. For instance, if your organization will be using the AdvoLogix Multi Timer, we encourage you to add it to the application's utility bar.
- Use the Select Items tab to determine which AdvoLogix features will be available in the main menu.
- Use the Assign to User Profiles tab to assign the application to the appropriate user profiles.
- You may optionally use the Utility Bar tab to add features to the application's utility bar. For instance, if your organization will be using the AdvoLogix Multi Timer, we encourage you to add it to the application's utility bar.
Step 4 - Customize the Lightning Record Pages
Lightning record pages allow your organization to add, remove, or reorder lightning components to give users a customized view for each data element (Matter, Account, Contact, etc) using the Lightning App Builder. It is important to note, although record pages incorporate page layouts they are distinctly unique in their ability to incorporate a collection of lightning components around the page layout.
Suggestions for Customizing the Matter Record Page
AdvoLogix also includes a pre-configured AdvoLogix Matter Record Page for the lightning app builder. This page can be cloned to give full editing capabilities for component placements of your choice and requirements.
The most direct way to modify a lightning record page is as follows:
- Navigate to a record for the page you would like to modify.
- Using the setup menu select Edit Page. This will launch the lightning application builder with the current page loaded automatically in design mode.
- Drag and drop components from the component palette onto the page designer.
- Save your new record page and assign it as the default page or to the appropriate user profiles.