Want to show details about an associated contact on a case? You got it! Want to show the details of a case’s parent case? You got it! To top it off, your users will love the built-in record creation, inline edit, and ability to unlink a record and link a new one. Talk about increased efficiency!
Under the covers, the component uses quick actions and global actions to create and update the records. If there are no actions available for your lookup, follow the links in the Lightning App Builder property editor to create the actions. You can select any associated lookup field to display related details—even lookups for custom objects.
Sample Related Record Component
|Component properties in Lightning App Builder:||Component displaying a case’s related contact:
Component displaying a case’s related parent case:
Let’s take a walk in your users’ shoes. Say that you set up this component to display contact information for a case. However, a user opens a case that doesn’t have a related contact. With this component, they can create a contact or link one, all without leaving the page. And if they later find out that the contact info is out of date, they can update the details in-line. And if the info is incorrect, they can simply remove (unlink) the record and add a new record. Hooray for always staying in context!
|Component displaying no linked record:||Component displaying inline edit:|
When you’re ready to use this component, head over to the Lightning App Builder and edit or create a custom record page.