Cookbook

Page in Progress!

We are going to follow the DLRS Cookbook methodology

https://sfdo-community-sprints.github.io/DLRS-Documentation/Cookbook/

See the Indicators Recipes

Rules

This section needs to be expanded upon

• The indicators work with Boolean or Text fields. Date Fields can be used if you enter Static Text as the value that is shown does not make much sense. Number fields can be used, if the number is not too big, or you use Static Text.
• If the field is a Boolean and the value is False the Indicator will not show unless Show When False or Blank is checked an an Inverse Icon Value is entered for that Indicator.
• If there is a value in Image that image will show. Or Inverse Image to show Images for False values.
• If the field is a Boolean and there is a value in Static Text then that text will show. Limit this text to 3 characters max, and Uppercase.
• If the field is a Boolean and there is no value in Static Text the Icon will be shown.
• If the field is a Text field and there is no value in Static Text the first 3 characters of the field value will show, in Uppercase.
• If there is Static Text, the Icon image will not be shown, but the colour will be from the Icon Value entered.
• There is no field validation to ensure you don't use a combination of entries that look weird, so if it looks strange, just go back to simple Boolean or text fields.

Tips

• Create a new Boolean Formula Field - eg Is Active (Is_Active__c) ISPICKVAL(Status__c,"Active")
  • OR use an Extension to show different Icons based on different Picklist Values - eg Green for Active, Red for Inactive.
• Create a new Text field that returns a 3 character (max) value based on Picklist values eg CASE(TEXT(Status__c),"Oh Hold","HLD","Waiting","WT!","Cancelled","X","ACT")
  • OR use an Extension for each Picklist value with a three character Static Text.
• Create a Formula for Is High Value Donor (Is_High_Value_Donor__c) and use $$$ as the text or the green money bag icon. npo02__TotalOppAmount__c > $CustomMetadata.ReportingSettings__mdt.HighValueDonor.Amount__c
  • OR use an Extension to add value ranges for different levels of Donors (it will depend on if you want to store the values in Indicators CMDT or your own CMDTs).
• You can traverse to parent field relationships by entering for example Account.IsActive__c in the Advanced Field field on an Indicator Icon for a Contact. Don't enter anything in the Field field.
• The Images can come from the Salesforce Logos page at https://login.salesforce.com/logos/. Copy the Logo URL value and use in the Image field. If using URLs for Images, don't enter anything in Icon Value.
• See Icon Tips for more excellent tips.