Configuring Home Tab

← Setting Up JustOn Cash Management

The Lightning Experience App Cash Management by JustOn (see App Overview) includes the Home tab, which shows a dashboard that summarizes important cash management-relevant data and highlights tasks at hand.

Enabling Home Tab Access

For users to be able to access the Home tab, you add it to the navigation bar:

1. Click to enter Setup, then navigate to Apps > App Manager.
2. In the row of Cash Management by JustOn, click to open the action menu, then select Edit.
3. Navigate to Navigation Items.

4. Select Home and move it to the Selected Items column.

   

5. Click Save.

   This makes the Home tab available to all users of the org.

   For more details, see Adapting Navigation Bar.

Allowing Reports

The default configuration of the Home tab includes reports on entries and payments. This is why the Entry and Payment objects must allow for reporting. Otherwise, the report chart will produce an error.

To allow reports on objects:

1. Click to enter Setup, then navigate to the object management settings of the relevant object.
2. On the Details view, click Edit.
3. In the Optional Features section, select Allow Reports.
4. Click Save.

Repeat this for every object for which your Home tab includes a report. For the default configuration, this involves the Entry and Payment objects.

Customizing Home Tab

Org administrators can configure the Home tab to cover the individual needs of their org. To this end, you clone and adjust the page in the Lightning App Builder.

1. Click to enter Setup, then navigate to User Interface > Lightning App Builder.
2. In the row of Cash Management Home Tab, click Clone.

3. Add, edit, reorder or remove components as necessary.

   For details on using task indicators, see Configuring Task Indicators.

4. Click Save.

5. Click Activate.

   This makes the customized page available to users.

   When you save the customized page for the first time, you can activate it from the Save dialog. Later, you can use the Activation... dialog.

   For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.

6. Add the customized Home tab to the navigation bar.

   See Enabling Home Tab Access for details.

   If the default Home tab has already been added to the navigation, make sure to remove it.

Changing Home Tab Icon

To change the icon of the Home tab to a custom one:

1. Click to enter Setup, then navigate to User Interface > Tabs.
2. In the Lightning Page Tabs section, click Edit in the row of your custom Home tab.

3. Click Tab Style.

   This opens the Tab Style Selector.

4. Click Create your own style.

   This opens the Define a new color style dialog.

5. Click Insert an Image.

   This opens the Attach File dialog.

6. Select an icon.

   The image must be part of an installed package or be available in a document library in Salesforce Classic (the Documents tab).

7. Optionally, select a tab color.

8. Click OK.

9. Click Save.

   This saves the the icon and color style, respectively, for your custom Home tab.

   For details, see Create Lightning Page Tabs.

Configuring Task Indicators

Task indicators are Lightning page components intended to point users to tasks that need to be done. To this end, they show the number of items in a specifically configured list view.

The default configuration of the Home tab includes a number of task indicators. Administrators can add, edit, reorder or remove task indicators according to their org's needs.

1. Click to enter Setup, then navigate to User Interface > Lightning App Builder.
2. In the row of Cash Management Home Tab, click Clone.

3. Add, edit, reorder or remove task indicators as necessary.

   Find the JustOn Task Indicator in the Custom - Managed list.

   For each task indicator, the following parameters are configurable:

   Parameter	Required	Description
   Object		Specifies the API name of the object for which the source list view is defined. Must include the namespace, like, for example, JPAY1__Payment__c. Find the API names of objects under Setup > Object Manager.
   List View		Specifies the API name of the list view on which the task indicator will be based. Must include the namespace, like, for example, JPAY1__FailedPayments. Find the API name of a list view by clicking List View Controls > Rename.
   Date Filter		Specifies the date to be used as the time filter criterion. No Filter: List view items are listed without additional filter. Last Modified Date: Counts only items that were last modified in the specified watched period. Created Date: Counts only items that were created in the specified watched period.
   Watched Period		Specifies the period to which the record retrieval will be restricted. Is only used when Date Filter is set to something other than No Filter.
   Warning Threshold		Defines the number of records on the list view at which the task indicator will switch from neutral to warning mode. Defaults to 1. The warning mode will show the item count in a warning color as well as a warning icon next to it. The threshold can be useful, for example, when there is outdated data that should not be touched.
   Hide When Neutral		Specifies whether the task indicator is always visible (false, default) or in warning mode only (true).
   Title		Specifies the title of the task indicator. It is used to identify the related list view or the associated task. Defaults to the list view label.
   Help Text		Specifies the help text shown to users. It is used to provide details on the tasks indicated by the list view.

4. Click Save.

5. Click Activate.

   This makes the customized page available to users.