The Quick Access Panel

Overview

The Quick Access Panel appears on the Application page layout. It shows the related records (Education History, Test Score, Recommendations and Admission Document records) in one convenient view where you can also create new records and update each record’s status, key dates, portal display, as well as portal and internal comments.

The Quick Access Panel is implemented two ways:

  • As a Lightning Component. This is the most preferred way.
  • As a Visualforce Component. This is obsolete.
Important:
If you are using the Visualforce Component, we recommend you remove it from all page layouts and replace it with the Lightning Component.

Putting the Quick Access Panel Lightning Component on the Page

  1. Navigate to an Application’s detail page in Lightning
  2. Click the gear icon in the upper right and choose Edit Page. This will open the Lightning Page Editor
  3. If you already have the Visualforce component on your page layout, you will see it nested within the Details tab like this:

  4. To remove the Visualforce component: In the right column, click the name of the layout to open the Classic page layout editor where you can remove the Visualforce component from the Details section like this:

    1. If you have a page section that is now empty because you deleted the Visualforce component, then delete that page section, too.
    2. Click Save and close the window, which will take you back to the Lightning Page Editor.
    3. In the Lightning Page Editor, click Refresh to see your change to the Details tab, with the Visualforce component removed.
  5. Drag the new Lightning Component called checklist_requirementQuickAccessPanel and position it above the Details tab like this:

    1. Now the page editor will show the Lightning Quick Access Panel above the Details tab like this:

  6. Save and click the Back button to return to the Application Detail View, which will look like this:

New in Summer '21 - QAP Configuration



Starting with the Summer '21 release of Core, you can customize the display and content in the Quick Access Panel component with the QAP configuration interface, accessible from the Admin Panel. Click here for details.