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.

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.

Categories

• Here users can select icons from multiple.

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

Size

Here users can select the size of the icon.

• 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 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.

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.

By default, value source selected is Static.

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 Icon.

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.