Versions Compared

Version Old Version 2 New Version Current
Changes made by

Content Writers

Content Writers

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In this section, you can see various attributes that appear while configuring the Icon Group. These attributes include:

...

Info

Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview''

Attribute Name

Description

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.

info

Note: This field is disabled and pre-filled for Record Page.

Note: This field is

disabled if the user selects '

not applicable for Non-Record Page

' in the configuration

.

Record to Preview

This feature allows users to select an object record to see how the progress bar Icon Group will appear in the preview section after making changes.

info

Note: This field is not

available if the user selects '

applicable for Non-Record Page

' in the configuration

.

Categories

  • Here users can select

the SLDS categories of icons to be used

  • icons from multiple categories.

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

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

  • It is used to create space around an element's content.

  • 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.

Categories Configuration:

...

  • Icon Group as:
    Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Padding Size

You can set the padding Size for Icon Group as:
XXX Small, XX Small, X Small, Small, Medium , Large, X Large.

Margin Location

  • It is used to create space from outer edge of an element's content.

  • You can set the Margin location for Icon Group as:
    Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Margin Size

You can set the Margin Size for Icon Group as:
XXX Small, XX Small, X Small, Small, Medium , Large, X large.

Categories Configuration:

...

image-20240905-095458.pngImage Added

Value

Description

UtilityNote:

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 objects 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.

Value

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

Info

Reference: Value

Values Source & Values:

categories ig dropdown-20240811-172645.pngImage Removed


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

Doctype, Standard, Custom, Action are the icon categories from the Salesforce Lightning Design System.

Icons config:

...

Icon Attribute

Description

NameName Attribute is the text displayed on the button

Assign a name to the Icon.

Select Icon

Here user can simply select the desired icon.

Info

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

Visible

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

Note: the conditional filter is not available for Non-Record Page

Info

  1. Always: Icon is always visible.

  2. Never: Icon is never visible.

  3. Conditional: Icon is conditionally visible, depending on

Evaluation criteria

  1. custom logic.
    Filter Criteria

Read Only

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

Note: the conditional filter is not available for Non-Record Page

Info

  1. Always: Icon is always disabled.

  2. Never: Icon is never disabled.

  3. Conditional: Icon is conditionally

disabled

  1. visible, depending on

Evaluation criteria

  1. custom logic
    Filter Criteria.

...

Visible and Read Only Criteria:

...

  • 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 icon should be visible or disable:

  • In addition to conditional-based filters, you can also select values from various sources to filter the data.

Static Filter

...

Description

...

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.

criteria:

In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.

...

Custom Logic for Multiple Filters:

Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.

  • AND means all conditions must be true.

  • OR means at least one condition must be true.

...

Value Source:

In this section, users can choose from various input sources, including:

...

These input sources allow you to pass or set values for various attributes or fields.

...

Panel
bgColor#FFF0B3

For non-record pages, the attributes are similar, but some options may be unavailable, such as "Object Name" and "Record Preview.