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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 for record page type, as it was chosen during the initial configuration. Note: This field is disabled and pre-filled for Record Page. Note: This field is not applicable for Non-Record Page. | ||
Record to Preview | This feature allows users to select an object record to see how the Icon Group will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. | ||
Categories |
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Size | Here users can select the size of the icon.
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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:
Note: By default, alignment is set to Left. | ||
Padding Location | You can set the padding location for Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical. | ||
Padding Size | You can set the padding Size for Button Group as XXX Small, XX Small, X Small, Small, Medium , Large, X Large. | ||
Margin Location | You can set the Margin location for Button Group as Around, Top, Bottom, Left, Right, Horizontal, Vertical. | ||
Margin Size | You can set the Margin Size for Button Group as XXX Small, XX Small, X Small, Small, Medium , Large, X large. |
Categories Configuration:
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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:
By default, value source selected is Static.
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Value Type | This is a read-only field that shows the data type of the field for the icon. | ||
Value | Here user can select the icon category depending on the value source.
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Static Values:
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
Icons config:
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Icon Attribute | Description | ||
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Name | Name Attribute is the text displayed on the Icon. | ||
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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Visible and Read Only 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 icon 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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