Record Detail Tabs Configuration

    Learn how to configure Record Detail tabs in Ascendix Search

    Ascendix Search supports displaying Aura Lightning Components as custom tabs in the record detail area, which can be configured for each searchable object and accessed by users with a Preview Panel. For Lightning Web Components, see below for additional instructions.

    What you need to know about custom tabs:

    • You can define custom tabs for each object
    • In the record detail area, custom tabs will be displayed after all standard tabs
    • When a user clicks on a custom tab the custom component will be rendered
    • Your components must support the following interfaces:

    Adding a Custom Tab 

    • As a System Administrator, navigate to the Ascendix Search component via the App Launcher
    • After Ascendix Search loads, click on the gear icon in the top right corner of the Ascendix Search component to open the Ascendix Search Setup dialogue
    • Select the Object Manager tab
    • Click the Configure custom tabs button for the object you want to configure

    Configuring Custom Tabs Ascendix Search App for Salesforce

    Ascendix Search - Configuring Custom Tabs

    • Click the Add Tab button
    • Enter a Tab Label and the Component API Name. Include the component's namespace and name in the format namespace:componentName.  If you haven't set a namespace prefix for your organization, use the default namespace c when referencing components that you've created
    • Click the Add button
    • Repeat the same steps for any additional tabs to be added
    • Click the Save button to close the Customize Tabs dialog
    • Click the Save button to close the Ascendix Search Setup dialog

    Lightning Web Component (LWC) Considerations

    Lightning Web Components cannot be directly displayed in a custom tab but can be displayed inside an Aura Lightning Component used as a wrapper.  For example, to display the Ad-Hoc Lists component you would implement an Aura wrapper such as:

    <aura:component implements="force:appHostable,flexipage:availableForRecordHome,force:hasRecordId" access="global">
        <aura:attribute name="recordId" type="String" />
        <ascendix_search:adHocLists recordId="{!v.recordId}" />

    The following requirements should be noted:

    • The Lightning Web Component must accept the record ID as a parameter
    • The Aura Lightning Component wrapper must implement the following interfaces:
      • force:appHostable
      • flexipage:availableForRecordHome
      • force:hasRecordId