FinancialForce provides customizable Lightning components that can be added to FinancialForce Workspaces, Lightning Record Pages, Lightning App pages.
The table below provides an overview of the page types that each component can be added to:
Key: Y - The page types that each component is added to.
|
Component Name |
Workspace |
Lightning Record page |
Lightning App page |
|---|---|---|---|
| FF Alert Card | Y | Y | |
| FF Count Card | Y | Y | |
| FF Navigation | Y | Y | Y |
| FF Highlights Panel | Y |
FF Alert Card
An alert card can display up to three key performance indicators (KPIs) relating to a specific object.
To do this, you can:
- Define a major KPI by selecting an appropriate object and list view. You can then specify whether you want to display a count of records in the list view or a count or sum of values for a specific field.
- Define up to two minor KPIs by selecting appropriate fields. You can specify whether you want to display a count or a sum of the values.
For example, in PSA, you can create a custom alert card that shows the total number of active projects and the associated values for bookings and billed activity.
FF Count Card
Each count card displays a count of records in the corresponding object's list view.
For example, in PSA, you can create a custom count card to view a list of projects that are due to be completed in the next month.
For more information, see Setting up FinancialForce Count Cards.
FF Navigation component
The FF Navigation component provides a tailored navigation experience for end users. By logically grouping links to commonly used features and pages, an administrator can provide simplified navigation that helps speed up the workflow for their end users. Administrators can also add the FF Navigation component to Lightning Record pages.
FF Highlight Number Panels
Highlight numbers panels can be added to any Lightning Record page and used to summarize key information relating to the record. They display the value of up to three number or currency fields as cards in a summary panel on your Lightning record page layouts. Threshold color coding can be added to support the users understanding of the current state of the record.