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Note: This field is disabled if the user selects 'Non-Record Page' in the configuration.

Note: Here user can choose multiple categories at same time for selecting the icon. like Utility, Standard, Doctype, Custom, Action.

Attribute Name

Description

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.

Info

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.

info

Note: This field is not available if the user selects 'Non-Record Page' in the configuration.

Categories

Here users can select the SLDS categories of icons to be used.

Info
Info

Reference: Categories Configuration

Size

Here users can select the size of the icon. size can be:

  • X Small

  • Small

  • Medium

  • Large

Icons

Here users can choose and add multiple icons.

Info

Reference: Icon config

Alignment

Here users can set alignment for the button group in 3 locations namely:

  1. Center

  2. Left

  3. Right

Info

Note: By default, alignment is set to Left.

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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Note: By default, value source selected is Static.

Configuration Attribute

Description

Value Source

Here user can select a value source for category, from the values sources, namely:

  1. Static: This field is fixed, simply manually enter the values.

  2. Record Field: Use values from fields in Salesforce records.

Info
Info

Reference: Value Source

Value Type

This is a read-only field that shows the data type of the field for the icon.

Info

Note: Currently we support value type of Multi picklist only.

Value

Here user can select the icon category depending on the value source.

info

Reference: Value

Static Values:

categories ig dropdown-20240811-172645.png

Value

Description

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.

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Icon Attribute

Description

Name

Name Attribute is the text displayed on the button.

Select Icon

Here user can simply select the desired icon.

Info

Note: User can only select the icons from the categories he chose earlier.

Visible

Allows users to decide visibility of icon depending on criteria they choose from dropdown, namely:

Info

  1. Always: Icon is always visible.

  2. Never: Icon is never visible.

  3. Conditional: Icon is conditionally visible, depending on Filter Criteria.

Read Only

Allows users to decide read only ability of icon depending on criteria they choose from dropdown, namely:

Info

  1. Always: Icon is always disabled.

  2. Never: Icon is never disabled.

  3. Conditional: Icon is conditionally disabled, depending on Filter Criteria.

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.

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