AdvoLogix Lightning Components
The following summary of Lightning Components and Lightning Pages are unique to the AdvoLogix Lightning Experience and may be implemented in a variety of ways. Please see each item's dedicated articles (in this help guide) for more information.
1. Global Lightning Components
Although AdvoLogix provides an excellent ecosystem in which to manage your organization's conflict of interest requirements the Conflict Check feature is designed to aid the process through a centralized and cohesive user experience and work space.
1.1.1. Batch Conflict Check (Lighting Page)
The Batch Conflict Check feature allows organizations to quickly execute up to 20 conflict checks simultaneously. This feature provides the ability to enter multiple search terms from within a single user experience.
The Focus Matters Lightning Application Page allows users to work with their Focus Matters on a dedicated page while working in (and reviewing) the Matter's Timeline, in context with the selected Matter. This page can be added to your Lightning application menu or selected at runtime from the application waffle.
Intake forms are created using the AdvoLogix Intake Form Designer. The designer provides a rich “what you see is what you get” (WYSIWYG) user experience for selecting and positioning data elements within the form. The designer also provides control over several aspects of the user experience during data entry.
The AdvoLogix Multi Timer is a Lightning Component which can manifest within the Lightning Experience in a variety of ways. This component can be accessed from the Salesforce mobile app, the Utility Bar, the Home Page, and from the Matter's Lightning Record Page. The component's built-in intelligence identifies when the Timer is docked on the Matter's Lightning record page. In this case, the Timer will automatically be assigned to the Matter and the list of Timers displayed are only relevant to the Matter in context.
When used in an organizational context, the Matter Calendar can display Events, Tasks, Time and Key Dates for multiple Matters and multiple users. Activities and Key Dates are selected for display based on filters and options found across the top of the display. This component can also be accessed from the Salesforce mobile app, the Utility Bar, and the Home Page.
2. Record Page Components
The AdvoLogix Kanban Lightning component provides a task management working environment for users who prefer to use a project management style user experience for visualizing and updating tasks. The drag and drop nature of the interface improves user productivity by allowing quick changes to task status and user assignments.
When used in an matter context, the Matter Calendar Lightning component can display Events, Tasks, Time and Key Dates for the underlying matter. In this use case, the component can be docked inside the matter page layout confining it's content to the current matter only.
The Matter Timeline Lightning Component is an extension of the existing Matter Timeline functionality. This component is an enhanced user interface consistent with the Lightning Experience Activity Timeline. The Matter Timeline component can be docked on the Matter Page or a custom Lightning Page (as with Focus Matters).