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In this section, you can see various options that appear while configuring the Likert Scale. These options include:

likert scale attributes.png

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

Attributes

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.

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 Likert Scale will appear in the preview section after making changes.

Note: This field is not applicable for Non-Record Page.

Label

This option allows you to assign a title to the Likert Scale.

Options

This attribute used to add new items to the Likert Scale and assign specific values to each option. This allows you to customize the scale to accurately capture the range of responses or opinions, ensuring that each option reflects its intended level of agreement or satisfaction. ns.

To know more about Option Reference: Option

Item Source

It determines the origin of the items used in the Likert Scale.

  • Fields: Select this option to use predefined fields within your application as the source for the Likert Scale items. This allows you to leverage existing data fields for your survey or feedback questions.

  • Records: Choose this option to use specific records from your database as the source for the Likert Scale items. This is useful for dynamic surveys where the items are derived from individual records or entries.

Items

It includes options for adding follow-up questions, enabling the collection of additional feedback. To know more about items.

Reference: Items

Note: This field is visible only when the item source is set to "Fields."

Child Relationship

The "Child Relationship" field allows you to select the child object that you want to display in the Likert Scale.

To know more about Child Relationship. Reference: Child Relationship

Note: This field is visible only when the item source is set to "Fields."

Object Name

The name of the selected child relationship object will be auto-populated here in a read-only format.

Note:

  • If no child relationship object is selected, the record object will be auto-populated by default. Otherwise, you will need to choose an object for this field.

  • This field is visible only when the item source is set to "Fields."

Label Source

Allows you to select the label used for the Likert Scale items. This determines which text will appear as the questions or statements that respondents will rate.

Note: This field is visible only when the item source is set to "Fields."

Value Source

It allows you to choose a field from the selected object where user feedback will be stored.

Note: This field is visible only when the item source is set to "Fields."

Filter Criteria

Filter Criteria in the Related List component allows users to define specific conditions to filter and display within the data table.

Reference: Filter Criteria

Note: This field is visible only when the item source is set to "Fields."

Order By

This feature allows user to sort data in the related list in both ascending and descending order.

Note: This field is visible only when the item source is set to "Fields."

Padding Location

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

  • You can set the padding location for Likert Scale as:
    Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Padding Size

You can set the padding Size for Likert Scale 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 Likert Scale as:
    Around, Top, Bottom, Left, Right, Horizontal, Vertical.

Margin Size

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

Options

options.png

  • Label: Enter the descriptive text for each response option (e.g., "Strongly Agree", "Neutral").

  • Value: Assign a numerical value to each label to quantify the responses (e.g., 5 for "Strongly Agree," 3 for "Neutral").

Items

image-20240830-075243.png

  • Label: Use this field to enter the question or statement for which you want users to provide feedback. For example, you might ask, "How effective was the training session in improving your skills?"

  • Value: Select this option to choose a field from the selected object where user feedback will be stored.

Child Relationship

  • This field allows you to select the child object that you want to display in the Likert Scale

  • You can configure the display to include data up to a 3-level hierarchy, enabling detailed and nested information to be shown within the Likert scale.

child .png

Filter 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.

image-20240905-062437.pngScreenshot 2024-08-05 024132.pngScreenshot 2024-08-06 165740.png

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.

image-20240905-063806.png
  • No labels

If you have any concerns or queries, then please contact us on support@orektic.com