Indicator Item Extension

See Indicator Item to set up the Indicator Item and Indicator Bundle Item to set up the Indicator Bundle Item before setting up Indicator Item Extensions.

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.

A Simple Usage example

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

• “Donor Status under $10k”
  • a pale green icon for total donations $0 to $9,999
• “Donor Status $10k - $50k”
  • a dark green icon for total donations $10,000 to $49,999
• “Donor Status $50k - $100k”
  • a pale yellow icon for total donations $50,000 to $99,999
• “Donor Status over $100k”
  • a dark yellow icon for total donations $100,000 or greater

Add a new Indicator Item Extension

• Go to the Indicators Setup Tab
• Open the Indicators Setup Menu
• Use the New button to add a new Indicator Item Extension

Edit an existing Indicator Item

• Go to the Indicator Settings Tab
  • Choose the Indicator Bundle that the Indicator Item is on (or the Item will be in Unbundled Items if the Item is not on a Bundle yet).
  • Click the Edit button next to the Extension to edit.

OR, alternatively:

• Edit the Settings in CMDT:
  • Navigate to Salesforce Setup > Custom Metadata Types
  • Scroll to Indicator Item Extensions, and click Manage Records
  • Click Edit next to the Extension you want to edit

Indicator Item Extension Fields

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		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
Text Operator	Contains	options are: Contains (Will default to Contains if the field is empty), Does Not Equal, Equals, Starts With
Contains Text	$500	The field 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	The use of an Image overrides any Icon settings
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

New Field - Text Operator

Now you can set up an Extension to display based on the following text logic:

• Contains: (Will default to Contains if the field is empty). Eg Title Contains CEO
• Does Not Equal: Eg Title Does Not Equal System Administrator
• Equals: Eg Title Equals President
• Starts With: Eg Title Starts with Vice President

Tips

💡Setup Tips

• See Recipes that use Extensions for more ideas
• If you create Indicator Item Extensions to cover all required variations, the Indicator Item does not need to have the Icon fields entered.
  • Eg values are Hot, Warm and Cold, and there is an Extension create for each value. There is no need to set up an Icon to show for any value or blank value.

Display Multiple Icons with one Indicator

This is an excellent new feature for use with Multi Select Picklists or DLRS rollups using Concatenate Distinct.

For Example, you have a field on Contact named Product Categories that is a DLRS rollup of all the Product Families the Contact currently owns. Configure multiple Extensions with different Icons = eg Product Categories Contains PHON, Product Categories Contains LPTP, and Product Categories Contains WTCH. then if the Contact owns all three you will see 3 icons on the Contact Page.

Remember to check Display Multiple on the Indicator Item setup for this Indicator.

We recommend including this Indicator in a Bundle on it’s own, depending on how many Product Categories you have.

Next Steps

• Create more Indicator Item Extensions as needed
• Add the Bundle to your Lightning Page and check The Key