This article explains how to identify whether you're using a customised Lightning client record page and add a field.
To support new features, Lumary may make new optional fields available for the client record page layout. If you're using customised Lightning client record layouts and components, you may need to add these fields to those layouts.
We recommend that these types of changes be applied by system administrators with a good understanding of managing a Salesforce environment. If you’d like to engage Lumary to apply these steps on your behalf, please reach out to our Customer Success team to request a quote.
The instructions in this article include:
Step-by-step video
The following video provides an example of how to identify if you're using a customised Lightning client record page layout and how to add a field to a custom component. There is no audio in the video.
Step-by-step instructions
The following instructions explain how to identify if you're using a customised Lightning client record page layout and how to add a field to a custom component. These steps can be applied to add any of the fields listed in the table at the end of the instructions.
To add a field to a customised Lightning client record layout:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type contact.
- Click on the Contact object name text link.
- Select Lightning Record Pages.
- Click on the View Page Assignments button.
- Click on the App, Record Type, and Profile tab.
- Check the Client record types to see whether you have custom layouts assigned to Lumary profiles, for example Lumary - Advanced, Lumary - Basic or Lumary - Standard, or your System Administrator profile.
The default Lumary Lightning client record page is named Client Record Page and cannot be changed by a system administrator.
- Click on the text link of your custom layout name.
- Click on the Edit button. This button will only appear on customised Lightning record pages. It won't appear on the default Lumary Lightning client record page, which will only show the View and Clone buttons.
- Locate and click on the field section component that you want to add the field to.
System administrators can only add fields to custom components that aren't listed as Managed. You may need to add a new custom component to a layout before you can add fields to it.
- In the left side panel, click on the Fields tab.
- Type the field name into the Search... field.
- Drag the field from the panel and drop it onto the desired location on the component.
- Click on the Save button.
- Once the page has saved, click on the white back arrow on the blue background to go back to Setup. Repeat steps 3 to 17 for any other custom page layouts.
List of optional fields
The following table shows fields that can be added to custom components on customised Lightning client record page layouts. It also lists the minimum version of Lumary CM required for the fields to work.
| Field | Section | Suggested Placement | CM version |
| Gender Detail | Client Details | Drop the Gender Detail field below the Gender field | 21 minor 2 |
| Transitioned to PACE | Client Details | Drop the Transitioned to PACE field near the NDIS Number field | 21 minor 3 |