Add Components to Lightning Pages

Folio’s editors are Lightning web components placed on Lightning record pages in Lightning App Builder.

Components

• Folio Document Editor: the full Folio Docs editor. Place on object record pages where users should create and read Documents.
• Folio Jot Editor: the Folio Jot editor. Place where quick capture notes need to be taken.

Add a component to a record page

1. Open a record of the object you’re configuring (or go to Setup → Lightning App Builder).
2. Setup → gear icon → Edit Page (or edit the assigned record page from Setup).
3. In the component palette, search Folio.
4. Drag Folio Document Editor and/or Folio Jot Editor onto the layout.
5. Save and Activate the page (and assign to the right app, profile, or app page assignment as needed).

Both components can sit on standard or custom object pages.

Recommended placement and sizing

Choose placement based on the size of the page region. The editors are tuned for different layouts:

• The Folio Document Editor is best suited in a large segment of the page (the main content column). Adding it to a right-sidebar section will not be very usable. The most common placement is within the main segment of a Lightning page under its own Lightning Tab called “Folio Docs”.
• The Folio Jot Editor is best suited in a small region (e.g. the right sidebar) of the Lightning page. Adding it to a large section of the page will technically work but is not optimized for that placement.

Default heights

• The Folio Document Editor defaults to a height of 900px, but can be manually edited by admins on the component’s properties in Lightning App Builder.
• The Folio Jot Editor defaults to a height of 600px, but can be manually edited by admins on the component’s properties in Lightning App Builder.

Recommendation: Put the Folio Document Editor on high-traffic record pages where teams collaborate on long-form content (Account, Opportunity, Case). Use the Folio Jot Editor anywhere lightweight quick capture helps, typically in the right sidebar.

Related: Install the Package · Configure the Admin Panel · Compare Folio Jot and Folio Docs