Certinia Alert Card Calculation and Field Type Compatibility Matrix
Calculation types perform different calculations to the values that are displayed on alert cards. The field types determine the type of field you want to use for calculations on the card.
The following table shows the mapping of field types and calculation types on the objects for the FDN Alert Card Lightning component in the Lightning App Builder. Standard Salesforce restrictions apply. If you map incompatible field types with the calculation types, an error is generated.
Key:
- Y - The calculation types are supported by corresponding field types.
- Y* - The calculation types display the records based on the values in the field.
Field Types |
Calculation Types |
|
|
|
|
|
---|---|---|---|---|---|---|
Average | Count | Maximum | Minimum | Sum | Unique | |
Checkbox | Y* | |||||
Currency | Y | Y | Y | Y | Y | Y |
Date | Y | Y | Y | Y | ||
Date/Time | Y | Y | Y | Y | ||
Y | Y | |||||
External Lookup Relationship | Y | |||||
Formula | Y* | Y* | Y | Y | Y* | Y* |
Lookup Relationship | Y | Y | ||||
Multi Picklist | Y | |||||
Number | Y | Y | Y | Y | Y | Y |
Percentage | Y | Y | Y | Y | Y | |
Phone | Y | Y | ||||
Picklist | Y | Y | Y | Y | ||
Roll-up Summary | Y* | Y | Y | Y | Y | Y* |
Text (String) | Y | Y | Y | Y | ||
Text Area | Y | Y | ||||
Time | Y | |||||
URL | Y | Y |
Certinia Alert Card Calculation Types
The table below lists the calculation types available when customizing the alert card.
Calculation Types |
Description |
---|---|
Average |
Displays an average of the values in the specified field for the records in the corresponding list view. For example, in PSA, you can create a custom alert card that displays the total average of hours remaining for an active project. |
Count |
Displays a total count of the records in the corresponding list view that contains a value in the specified field. The count calculation types return the total count of the records for both numeric and non-numeric field types. For example, in PSA, you can create a custom alert card that displays the total count of hours remaining for an active project. |
Maximum |
Displays the maximum value contained in the specified field on the records displayed in the corresponding list view. For example, in, you can create a custom alert card that shows the maximum value of an invoice amount billed for any of the projects displayed in the Active Projects list view. |
Minimum |
Displays the minimum value contained in the specified field on the records displayed in the corresponding list view. For example, in PSA, you can create a custom alert card that shows the minimum number of hours remaining for any of the projects displayed in the Active Projects list view. |
Sum |
Displays a sum of all the values in the specified field for the records displayed in the corresponding list view. 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. |
Unique |
Displays the count of unique values contained in the specified field for the records displayed in the corresponding list view. For example, in PSA, you can create a custom alert card that displays how many different project managers are assigned to the projects displayed in the All Active Projects list view. In this example, the All Active Projects list view contains six records. The values in the Project Manager field are Tom, Kate, Tom, Milissa, Bethany, and Bethany. In this case the unique value of 3 is displayed. |
Certinia Alert Card Field Types
The table below provides information about how specific supported Salesforce field types interact with calculation types when used with alert cards.
Field Types |
Description |
---|---|
Checkbox | The "True" value represents checked values. When using the checkbox field type, the alert card displays the count of true values for the records in the corresponding list view. |
Currency |
Depending on the associated calculation type, the alert card displays the number of records for the specified currency field in the corresponding list view. The number of decimal places displayed matches the decimal precision set in the currency decimal places in the Salesforce managed currencies available in your org. The values displayed in the currency field across all records in the list view must be rounded to the same decimal precision. In all cases, the currency values stored on the related records are unchanged when displayed in an alert card. |
Date | When using a date field with a minimum or maximum calculation type the date is displayed in the user's Salesforce locale. |
Date/Time |
When using a date or Time field with a minimum or maximum calculation type the date is displayed in the user's Salesforce locale. |
The Email field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
|
External Lookup Relationship | The External Lookup Relationship field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
Formula | The Formula field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
Lookup Relationship | When using the minimum and maximum calculation types, the alert card displays the values based on Id of the record rather than the name. To display the value by name, create a cross object formula field. For more information, see the Salesforce help. |
Multi Picklist | Displays a total count of the records in the corresponding list view that contain one or more picklist values in the selected multi picklist field. |
Number |
The number of decimal places displayed matches the decimal precision set in the field definition. In all cases, the number values stored on the related records are unchanged when displayed in an alert card. |
Percentage | Zero values are included in any calculations using a percentage field. |
Phone |
The Phone field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
Picklist |
When using the minimum and maximum calculation types, the calculation is based on the order of values in the picklist field definition. |
Roll-up Summary |
The Roll-up Summary field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
Text |
When using the maximum and minimum calculation types, the alert card displays the maximum and minimum text values of the records in alphabetical order. In this example, the All Active Projects list view contains six records. The values in the Project Manager field are Tom, Kate, Tom, Milissa, Bethany, and Bethany. In this case the minimum value is Bethany and the maximum value is Tom. |
Text Area | The Text Area field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
Time |
The Time field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |
URL | The URL field type uses the supported calculation types. For more information, see Certinia Alert Card Calculation Types. |