Setting up Certinia Highlight Percentage Cards

This topic describes how to add and configure an FDN Highlight Percentage Card component on a Lightning record page. For more information about the overall process, see Adding Customizable Lightning Components to Certinia Lightning Pages.

The card displays the value contained in a percentage data type field or relevant formula fields on an object's Lightning record page. You can set thresholds that determine the color of the card. If you don't set a threshold the card uses a default color.

The card enables you to display a percentage value, a label, a threshold color, and a progress bar.

To add a percentage card to a Lightning record page:

1. Edit the Lightning record page you want to add the component to. Lightning App Builder is displayed.
2. From the custom components list, drag the FDN Highlight Percentage Card component on to the record page.
3. In the properties pane, add the following details, as needed:
   • Select the percentage field that you want to display the value of.
   • [Optional] Enter a title for the card. Leave this blank to use the field name that you have selected in Percentage Field.
   • [Optional] Select a default color for the card. This is the color used when a threshold value is not defined or the value is between the threshold values.
   • [Optional] Enter a value between 0 and 100 for the higher threshold. Card values higher than this are highlighted with the color defined in the Greater Than Threshold Color field.
   • [Optional] Select a color for the card when its value is higher than the value in the Greater Than Threshold Value field.
   • [Optional] Enter a value between 0 and 100 for the lower threshold. Card values lower than this are highlighted with the color defined in the Less Than Threshold Color field.
   • [Optional] Select a color for the card when its value is lower than the value in the Less Than Threshold Value field.
   • [Optional] To hide the progress bar, deselect the Show Progress Bar checkbox.

For more information on controlling component visibility, see the Salesforce Help.

4. Click Save.