Chart Config

Model

All the Models (Salesforce Object) you have created will appear in the list. You can select a specific model from the list to save and display its field values.

Chart Title

It is a brief heading at the top of the chart that describes the data being visualized. You can also assign a dynamic label using merge text.

Label Field

It is a text field that allows you to assign a name or title to a chart from the selected model object fields.

Value Field

It allows you to select a data point field from the model object to be represented in the chart, typically used to plot values on the chart's axis.

Group Field

It is used to categorize data in the chart by grouping it based on a selected field, allowing you to organize and compare data sets more effectively.

Show X Axis Label

This checkbox allows you to display or hide the label on the X-axis of the chart.

X Axis Label

It is a text field that lets you specify a label for the X-axis of the chart, indicating what the data along the horizontal axis represents. You can also assign a dynamic label using merge text.

Show Y Axis Label

This checkbox allows you to display or hide the label on the Y-axis of the chart.

Y Axis Label

It is a text field that lets you specify a label for the Y-axis of the chart, indicating what the data along the Vertical axis represents. You can also assign a dynamic label using merge text.

Show Legend

This checkbox allows you to display or hide the legend on the chart, which provides a key to understanding the chart's data series or categories.

Legend Title

It is a text field that allows you to specify a title for the legend in the chart. You can also assign a dynamic title using merge text.

Background Theme

It allows you to choose between a dark or light theme for the chart's background, enhancing the visual contrast and readability of the chart based on your preference.

Chart Theme

It allows you to select the overall visual style of the chart, including color schemes and design elements, to align with your preferred aesthetic or branding.

Is Animation Enabled?

It refers to whether dynamic visual effects, like transitions or movements, are activated for a more engaging presentation of the data

Show Gradient

It enables or disables gradient shading on the chart, allowing you to add a smooth color transition effect for enhanced visual appeal.

Show Label

This Checkbox allows you to display or hide labels on the chart.

Doughnut

This Checkbox allows you to switch a chart to a doughnut format, providing a circular chart with a central hole for displaying data proportions with enhanced visual clarity.

Step Field

This displays data with stepped lines, highlighting discrete changes with horizontal and vertical segments based on the selected field.

Timeline

This checkbox enables or disables the display of a timeline on the chart, providing a visual representation of data changes over time.

Show X Axis

This checkbox allows you to display or hide the X-axis on the chart, controlling whether the horizontal axis is visible in the chart's presentation.

Show Y Axis

This checkbox allows you to display or hide the Y-axis on the chart, controlling whether the Vertical axis is visible in the chart's presentation.

Visibility Type

It determines whether a component is visible on the layout. It offers the following visibility types:

1. Always: The component will always be visible.

2. Conditional: The component's visibility is determined based on specific criteria, which can make it either visible or hidden as needed.
   You can explore more about Visibility Type here.

Component Label

It simply shows the name of the component.

Equal

Number, Currency, Date, Text, Boolean, Picklist

The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE

Contains

Text, Picklist

The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE

Starts With

Text, Picklist

It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE.

Ends With

Text, Picklist

It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE

In

Text, Picklist

IN operator allows you to easily test if the expression matches any value in the list of values. Determines whether the value of an expression is equal to any of several values in a specified list.

Destination Type

Users can select the destination type from various sources.

Operator

Here, users can select different operators to add filters.

Source Type

Here, you can select the source type from various sources.
Reference: Available Sources.

Value

Here user can select the value from different Source Type.

Model

From this source, users can select a Model (Salesforce Object) field to be displayed as the destination type.

Variable

Here, users can select the destination type from variables such as Record ID, Is Disabled, Is Read only, or Is Visible.

User

Here, you can choose the label from user fields such as First Name, Last Name, Email, Name, Phone, or Session ID.

Record

It enables to choose record fields as destination type.

Device

It enables user to decide whether the action will be visible on the specific device type or not. Devices supported:

1. Mobile

2. Desktop

3. Tablet