Hello Salesforce Thinkers, In our previous blog we learned how to Create Objects in a Lightning app in this blog we are going to learn how to “Create Fields and Tabs in a Lightning App.
Tabs:-
Tab is a User interface to build records for object and to view the records in objects.
Tabs display data of the object or any other web content built into the application. Custom object records are accessible only when a custom object is linked with a custom tab.
Types of Tabs:–
Custom Object Tabs :- Custom Object Tabs display the data of our custom objects in a user interface tab. Custom object tabs look and function just like standard tabs.
2. Web Tabs :- Custom web tab are used to display any external application or web page. we can include the sidebar or span across the entire page without the sidebar.
3. Visualforce Tabs :- It displays data from a Visualforce page.
4. Lightning Page Tabs :- Let you add Lightning Pages to the Salesforce1 navigation menu, to make lightning component available in lightning experience ,we have to make a lightning component tab.
To create custom Tabs follow the below steps:-
We can create tabs with two ways,
- While creating an object by selecting “Launch a new custom tab wizard after saving the custom object” Checkbox.
2. From Setup >> enter Tabs in Quick find box >> Select Tabs.
Click on New Button.
Select the custom object to display in the custom tab.
Choose the Tab style with the lookup icon.
If Tab style is already in use then you may change certain modifications like change color for the icon, change the height of the content frame, add square brackets and more.
Give a description to the tab, Click Next.
now choose the user profiles for which the new custom tab will be available. .
then Click on Next.
Choose the custom apps where you want to use the new tab.
And Click on Save.
Open your app in which you have added the tab.
Fields :-
Fields can store many types of data. A field is like a custom Database column.
By default, custom object has some standard fields on it. we can add more fields to store relevant information about an object. Object field Store the data for our records.
We cannot delete salesforce standard fields. If we want we can change label of the field.
To create Fields follow the below steps:-
Setup >> Object Manager >> From the list of objects, click the object in which you want to create fields.
Here we will create fields in Student Information object.
Click the Fields & Relationships section from the left navigation.
Click on New button.
The first step in creating a custom field is choosing the type of the field.
Select the type of the field and click next.
Let’s create a field with type “Text“.
The type Text allows you to enter any combination of letters, numbers, or symbols. It’s maximum length is up to 255 characters.
Fill the custom field details:
Field Label, Length,Field Name, Description ,Help Text, Check the Required checkbox if you want this field to require a value in order to save a record , also you can make the field Unique(case insensitive or case sensitive).
Click on Next.
Establish field-level security:-
Add the field to the page layout.
Click on Save. your field is ready.
or you can Click on Save and New to return to the first step of the wizard.
Similarly You can create more fields according to your requirement.
Look what we have done,
Click the App Launcher and select the Education app, Click the Student Information tab, and click New.
Here we see the fields that we have added to the Student Information object.
Thank you for reading this blog, Hope it is helpful.
Salesforce Thinkers 