Lightning Record Pages
  • 20 Feb 2024
  • 1 Minute to read
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Lightning Record Pages

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Article Summary

The most common location for the BT Payments Virtual Terminal is on a Lightning Record Page. Follow the steps below to add the BT Payments Virtual Terminal to a Lightning Record Page.

  1. Navigate to the Lightning Record Page where you want to place the BT Payments Virtual Terminal.
  2. Click the Gear icon in the upper right-hand corner.
  3. Click Edit Page to open the Lightning App Builder.
  4. Scroll down to the Custom - Managed section in the Components sidebar.
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  5. Locate the BT Payments Virtual Terminal component in the list.
  6. Drag and drop it onto the section, tab, or location of your choosing on the Lightning Record Page.
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  7. To ensure the BT Payments Virtual Terminal uses the correct record as the Parent Object, set the Record Id input to "{}".
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  8. You can also add filters for component visibility if you want the BT Payments Virtual Terminal to only appear on a page when the specified criteria are met.
  9. Click Save when you are done making the desired changes.

You can now make additional configurations such as adding fields, pre-populating values, customizing labels, or further customizing the visible actions and defaults on the user interface.