Icon Group Attribute Configuration

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.

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.

Categories

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

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.

Alignment

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

1. Center

2. Left

3. Right

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.

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.

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.

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.

Name

Name Attribute is the text displayed on the button.

Select Icon

Here user can simply select the desired icon.

Visible

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

Read Only

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

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.