Setting up Certinia Highlight Picklist Cards

This topic describes how to add the FDN Highlight Picklist Card component to a Lightning Record page. For more information about the overall process, see Adding Customizable Lightning Components to Certinia Lightning Pages.

The picklist card displays the picklist value contained in a picklist field on the object that the Lightning Record page corresponds to. A threshold can then be added to the picklist card; the threshold determines the color the picklist card will be displayed in.

The color of the picklist card changes when the field’s value is above or below the threshold that has been set. If the value does not match the threshold rules, the picklist card is displayed in the default color.

This section provides an example of a picklist card that displays the risk impact of the milestone object for the PSA Project Manager or risk owner.

The component is configured to display the impact and severity of the risk against any milestone.

The following table displays the values entered to set up the component.

Field Value Details
Picklist Field Impact The picklist field that is displayed on this Highlight Picklist card.
Field Title [Optional]   Leave blank to display the name of the corresponding picklist field.
Default Color [Optional] Gray The default color of the picklist card when the value of the corresponding picklist field is within the criteria set.
Green Picklist Values [Optional] 2 The picklist values that you would like to display in green on the Highlight Picklist card.
Green Value Description [Optional]   A custom description to display that the green picklist value is at low risk.
Orange Picklist Values [Optional] 3 The picklist values that are displayed in orange on the picklist card. The value in this field indicates that the picklist card is at warning.
Orange Value Description [Optional]   A custom description to display that the orange picklist value is at warning.
Red Picklist Values [Optional] 5 The picklist values that are displayed in red on the picklist card. The value in this field indicates that the picklist card is at high risk.
Red Value Description [Optional]   A custom description to display that the red picklist value is at high risk.

To add a Picklist Card to a Lightning record page:

  1. Edit the Lightning Record page you want to add the component to. The Lightning App Builder is displayed.
  2. Click and drag the FDN Highlight Picklist Card component to the relevant part of the Lightning Record page layout. As you make changes to the component, the Lightning App Builder displays a preview of your updates.
  3. In the properties pane, complete the following information:
    1. Select the picklist field that you want to display on this picklist card.
    2. [Optional] Enter a custom label for the picklist field. Leaving this blank displays the default label for the selected field.
    3. [Optional] Select the default color to display the picklist card in.
    4. [Optional] Enter the picklist values you would like to display in green on the picklist card.
    5. [Optional] Enter a description for the picklist values that are displayed in green. The value in the Green Value Description field indicates that the value is at low risk.
    6. [Optional] Enter the picklist values that you would like to display in orange on the picklist card.
    7. [Optional] Enter a description for the picklist values that are displayed in orange. The value in the Orange Value Description field indicates that the value is a warning.
    8. [Optional] Enter the picklist values that you would like to display in red on the picklist card.
    9. [Optional] Enter a description for the picklist values that are displayed in red. The value in the Red Value Description field indicates that the value is at high risk.

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

  4. Save the page.