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Configure Custom Fields for Lightning App Builder

Configure Custom Field Presets​

WARNING: You must create Metadata Settings before you can select a Custom Field Preset.

Follow these steps to configure how to display a custom field within a FlexiPage Surface component:

  • Use App Launcher to navigate to an existing FlexiPage (example: SAP Sales Document) where you want to add one or more custom fields.
  • Click on the Setup cog icon and click Edit Page to open the Lightning App Builder.
  • Add the desired Surface component to the page (example: SAP Customer Detail) OR select the component if it already exists on the page.
  • On the right-hand side of the screen, click the drop-down menu under Custom Field Presets.

Select the Custom Field Group​

  • Select the custom field group that you configured (example: Author).

  • The custom fields display in the Surface component.

Save the Page​

  • Click the Save button. The Page Saved modal displays.

Activate the Page​

  • Click the Activate button. The Activation modal displays.

  • Enter a name for your app in the App Name field (example: "SAP Sales Document Custom").

Select the Lightning App​

  • Click the Lightning Experience tab.

  • Select an item from the Add to Lightning Apps column (example: Sales), then click the Add page to app button.
  • Click the Save button.

Since you saved and activated your Lightning App, the App Name that you created displays in App Launcher.

Configure the Override Default Page Link​

You can override the default Surface detail components and redirect to your own custom detail components. Follow these steps:

  • Go to App Launcher and click on your custom app name (example: SAP Sales Document Custom).
  • Copy the last portion of the URL following the "/n/".

  • Navigate to the Lightning App Builder page where you want to add your custom fields.
  • Paste the copied portion of the URL into the Override Default Page Link field.

  • Click the Save button.