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Configuring Custom Detail Pages Using Lightning Flow

Summary​

You can customize which fields you want displayed for a document detail and/or item detail page by creating and configuring a new SAP Sales Document Details flow.

Configure a New SAP Sales Document Detail Flow​

  • Go to Setup.
  • Use the Setup Quick Find box to search for "Flows", then click the Flows link (under Process Automation). The Setup Flows page displays.

  • Click on the SAP Sales Document Details flow label link. The Flow Builder displays.

  • Double click on the document detail or item detail page screen interaction element that you want to customize (example: SAP Delivery Detail).

Edit the Component's Properties​

  • Click on the component you want to configure (example: SAP Delivery Detail).

  • Fields are listed on the right-hand side of the Edit Screen modal.

    • Fields that have GlobalConstant.True = will be displayed in the component.
    • Fields that have GlobalConstant.False = will NOT be displayed in the component.
    • Components that allow you to change the title or define custom field labels have free text fields that allow you to manually enter a value.

  • Follow these steps to change a field's value:

    • Click in a field.
    • Remove the current value.
    • Select the new value (GlobalConstant.True or GlobalConstant.False).

Repeat the Process for Each Property​

  • Click the Done button after you've made all of your desired changes to all components for a screen element.
  • Repeat the preceding steps for each screen element that you want to customize on the various document / item detail pages.

Save and Activate Your New Flow​

After you've made all of your desired customizations, you must save and activate your custom flow. Follow these steps:

Save Your Flow‌​

  • Click the Save As button in Flow Builder.
  • In the Save As modal, enter a name for your custom flow in the Flow Label field (example: SAP Delivery Detail Custom). The Flow API Name field will use your Flow Label text to auto-generate a unique name that will be used by the Salesforce API.
  • You can enter a brief description of your custom flow in the Description field.​

  • Click the Save button

Activate Your Flow‌​

  • Your flow is created and is set to "Inactive" status. Click the Activate button in Flow Builder.
  • Your custom flow is active.

Configure a Lightning Component to Use the New Detail Flow Override​

  • Go to the Accounts tab and select an account.
  • Click on the Setup cog icon and click Edit Page to open the Lightning App Builder.
  • Select the Lightning components that you want to use the new detail flow.
  • Enter the API name of the flow that you want that component to use when displaying a detail page.

  • Click Save, then click the Back (<-) arrow.
  • Click on the detail link to the left of a document in the list for that component.
  • Your customized detail page should display.