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Configure Record Pages for Warranty Parts Return

Add Action Launcher to the Account record page and service request attributes to the Case record page so that users can start and review Warranty Parts Return requests.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To customize Lightning record pages: Customize Application
To add Action Launcher to a record page: Industry Service Excellence

Add Action Launcher to the Account record page, and then add service request attributes to the Case record page.

  1. From Setup, open Object Manager, and then select Account.
  2. Click Lightning Record Pages, and then select the Account record page that users open.
  3. Click Edit.
  4. From the Components panel, add Action Launcher to the page.
  5. In the component properties, set Action Launcher Configuration to Unified Catalog.
  6. Save and activate the record page.
  7. Add service request attributes to the Case record page.
    1. In Object Manager, select Case.
    2. Click Lightning Record Pages, and then select the Case record page that users open.
    3. Click Edit.
    4. From the Components panel, add ECM Service Catalog Attributes to the page.
    5. Save and activate the record page.