Identify a customised Lightning page layout and add a field

This article explains how to identify if you're using a customised Lightning page layout and add a field.

To support new features, Lumary may make new optional fields available for some Lighting page layouts. If you're using customised Lightning page layouts and components, you may need to add these fields to those layouts.

We've used the Client Record Page layout in our examples, as this is one of the most commonly customised layouts in Lumary. You can apply the same steps to other objects and customised layouts. We've listed recommended updates to align to Lumary releases in the table at the end of the article.

The instructions in this article include:

• a step-by-step video
• step-by-step instructions, and
• a list of optional fields.

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. The same process can be applied to Lightning pages on other objects and record types. There is no audio in the video.

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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. The same process can be applied to Lightning pages on other objects and record types. 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:

1. Click on the cog setup icon.
2. Select Setup.
3. Click on the Object Manager tab.
4. Click in the Quick Find search field.
5. Type contact.
6. Click on the Contact object name text link.
7. Select Lightning Record Pages.
8. Click on the View Page Assignments button.
9. Click on the App, Record Type, and Profile tab.
10. 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.

11. Click on the text link of your custom Lightning page name.
12. 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.
13. Locate and click on the field section component that you want to add the field to.

14. In the left side panel, click on the Fields tab.
15. Type the field name into the Search... field.
16. Drag the field from the panel and drop it onto the desired location on the component.
17. Click on the Save button.
18. 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 relevant custom page layouts.

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List of optional fields

The following table shows fields that can be added to custom components on customised versions of the default Lightning page layouts. It also lists the minimum version of Lumary CM required for the fields to work.

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