Record Layout

GridMate provides a lightning component GM - Record Layout to display record details or any related parent using a layout configuration.

In this tutorial, we will configure the GM - Record Layout component to display the sponsor details on the Opportunity page.

1. Select an opportunity record and edit the page in the Lightning App Builder.

2. From the components list, drag and drop the component GM - Record Layout.

3. The component is now ready for configuration in the Lightning App Builder.

4. To perform a quick configuration, populate required property values:

   • Object Name : Contact.

   • Record Id Field : Sponsor__c.

   • Show Border : Checked.

   • Record Layout : See Layout Configuration

   • Record Actions : See Actions Configuration

Below is a step by step tutorial to configure the GM - Record Layout component.

To display information based on the related record, ensure that those fields are displayed on a separate GM - Record Layout.

Layout Configuration

{
    "sections": [
        {
            "name": "contactInformation",
            "label": "Contact Information",
            "active": true,
            "cols": 3,
            "rows": [
                [{"apiName": "Name"}],
                [
                    {"apiName": "ReportsToId"},
                    {"apiName": "MailingStreet"},
                    {
                        "apiName": "MailingCountry",
                        "coloring": [
                            {
                                "color": "#a6f79e",
                                "exp": {
                                    "MailingCountry": {
                                        "operator": "=",
                                        "value": "USA"
                                    }
                                }
                            }
                        ]
                    }
                ],
                [
                    {
                        "apiName": "MailingCity",
                        "autocomplete": [
                            "Paris",
                            "New York",
                            "London",
                            "Rome"
                        ],
                        "noWhitespace": true
                    }
                ],
                [
                    {"apiName": "OwnerId"},
                    {"apiName": "LeadSource"},
                    {
                        "apiName": "Title",
                        "readOnly": {
                            "Title": {
                                "operator": "in",
                                "value": ["Other"]
                            }
                        }
                    }
                ],
                [
                    {"apiName": "Level__c"},
                    {"apiName": "CLevel__c"}
                ],
                [
                    {
                        "apiName": "Salary__c",
                        "required": false
                    }
                ],
                [
                    {
                        "apiName": "CreatedById",
                        "noWhitespace": true
                    }
                ],
                [
                    {
                        "apiName": "LastModifiedById",
                        "noWhitespace": true
                    }
                ],
                [
                    {
                        "apiName": "Notes__c",
                        "noWhitespace": true
                    }
                ],
                [
                    {
                        "apiName": "RecordTypeId",
                        "noWhitespace": true
                    }
                ]
            ]
        }
    ]
}

Actions Configuration

[
    {
        "name": "Contact.Update_Status",
        "icon": "utility:close",
        "label": "Status",
        "visibility": {
            "Approval_Status__c": {
                "operator": "!=",
                "value": "Accepted"
            }
        }
    },
    {
        "label": "Open",
        "name": "open",
        "icon": "utility:new_window",
        "event": {
            "name": "e.force:navigateToSObject",
            "params": {}
        }
    }
]