Integrating Oneflow for Salesforce with other Salesforce apps
Ändrad den: Mån, 29 nov., 2021 at 2:03 E.M.
Our Lightning Contracts Component is available out-of-the-box on our Oneflow app. It is available to all Users who have one of the Oneflow permissions sets and a license assigned to them.
However, if you would like to have our component available on other apps, or use related lists instead, please take a look at steps listed below.
At the moment, both Oneflow Contract List and Related Lists are only available for Opportunities and Accounts.
Oneflow Contract List
To add the Oneflow Contract List component, edit the Record Page for the desired object and record type, then drag-and-drop our component. Located on the bottom left side of the page you will find the Oneflow Lightning Components, under Custom - Managed.
The component is available (see image below):
OneflowContractList - List all contracts related to the current object, with detailed status information. Also has a button for creating new contracts.
Drag it in where you wish to display your contracts.
To add the Oneflow Contract to the related lists of your layout, go to the desired layout, Account, Opportunity or other configured object and select Edit Layout. In the list of available Related Lists you will find Oneflow Contracts (see image below).
After adding the related list you will need to change the columns that are shown (see image below). The UI for selecting the columns looks this:
It is also possible to sort the contracts, by for example creation date.