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morlingcollege edited this page Nov 16, 2023 · 25 revisions

Definition:

Extensions are used to define any required variations to an Indicator Item. This can include variations to the icon appearance and changes to the selection criteria.

Usage example:

An item for a Donor Status with a criteria of "contains" might have the following extensions:

  • a pale green icon for total donations $0 to $9,999
  • a dark green icon for total donations $10,000 to $49,999
  • a pale yellow icon for total donations $50,000 to $99,999
  • a dark yellow icon for total donations $100,000 or greater

Create the Indicator Item Extension:

Field Example Value Description Tip
Label Donor Status Give it a descriptive name Include the Object Name
Indicator Item Extension Name Donor_Status The API name
Active true Leave this unchecked until the Indicator is ready to be added to a Bundle
Priority 'XXXX' Priority rules: If the first extension priority rule is met then further rules are ignored Optional
Minimum (>=) '0' The minimum value required Optional
Maximum (<) '1000000' The maximum value required Optional
Contains Text '$500' The feild contains this text
Description If the Contact's Donor Status is Entered the icon will show Write something useful here, your future self will thank you
Hover Text 'The Contact has a Donor Status entered' Text to display when the user hovers over the icon Leaving the Hover Text blank will show the field value as the hover text
Static Text '' Text to display instead of a field value, icon, or image URL (only the first 3 characters or emojis will display) Copy and paste Emojis here for some fun Indicators
Image The URL to the image of the Indicator when being used instead of Field, Text, or Icon eg link to a Static Resource, File, or Document in your Org
Icon Value custom:custom17 The Lightning Design System icon when being used instead of Field, Text, or Image URL. Get Icons from from https://lightningdesignsystem.com/icons/. Enter the full category and icon name like `custom:custom32' If Static text is entered, the Icon colour will be used, with the static text in white
Icon Background Override the default background of the Indicator's icon
Icon Foreground Override the default foreground of the Indicator's icon
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