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Attribute Name | Description | ||||
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Record Object | This represents the object for which the configuration is created. The object is already selected, as it was chosen during the initial configuration.
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Record to Preview | This feature allows users to select an object record to see how the progress bar will appear in the preview section after making changes.
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Categories | Here users can select the SLDS categories of icons to be used.
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Size | Here users can select the size of the icon. size can be:
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Icons | Here users can choose and add multiple icons.
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Alignment | Here users can set alignment for the button group in 3 locations namely:
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Padding Location | You can set the padding location for components (e.g., 'around,' 'left') to create space around them. After setting the location, you can adjust the padding size accordingly. | ||||
Margin Location | You can set the margin location for components (e.g., 'around,' 'left'). After setting the location, you can adjust the margin size accordingly. |
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Configuration Attribute | Description | ||
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Value Source | Here user can select a value source for category, from the values sources, namely:
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Value Type | This is a read-only field that shows the data type of the field for the icon.
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Value | Here user can select the icon category depending on the value source.
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Static Values
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Value | Description |
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Utility | Utility icons are simple, single-color glyphs that identify labels and actions across form factors. |
Doctype | Doctype icons represent document file formats. |
Standard | Standard Object icons represent Salesforce entities and objects (e.g., Accounts, Leads, Cases, etc.) |
Custom | Custom Object icons represent Salesforce entities and objects. |
Action | Action icons are for use with quick actions on touch-screen devices. |
Icons config:
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Icon Attribute | Description | ||
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Name | Name Attribute is the text displayed on the button. | ||
Select Icon | Here user can simply select the desired icon.
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Visible | Allows users to decide visibility of icon depending on criteria they choose from dropdown, namely:
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Read Only | Allows users to decide read only ability of icon depending on criteria they choose from dropdown, namely:
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Filter Criteria:
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The Filter Criteria feature allows you to sort and refine the data in the config object records based on specific conditions. You can apply different types of filtering criteria to control when the button should be visible or disable:
In addition to conditional-based filters, you can also select values from various sources to filter the data.
Filter Condition | Description |
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All Conditions Met (AND) | This filter displays records that meet all of the specified conditions. For example, if you set two conditions, only records that satisfy both conditions will be shown. |
Any Condition Met (OR) | This filter displays records that meet at least one of the specified conditions. For instance, if you set two conditions, records that meet either condition will be shown. |
Custom Logic: | This option allows you to create complex filters by combining the above two conditions. You can define custom logic to include a combination of AND and OR conditions to fine-tune the data displayed in the related list. |
Value Source:
In this section, users can choose from various input sources, including:
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