Tips for Fields

  • 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.

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