Calculation and Field Types in Customizable Lightning Components

This topic lists the supported calculation types and field types on the FDN Alert Card Lightning component in the Lightning App Builder.

The calculation types perform the calculations on multiple field types for the different objects and then display the values on the alert card. Whereas the field types determine the type of record you want to display on the alert card.

List of Supported Calculation Types

The table lists the calculation types available when customizing the alert card.

Calculation Types

Calculation Types

Description
Average Displays an average of the values in the specified field for the records in the corresponding list view. 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.

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.

In PSA, 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.

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.

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.

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.

For example, the All Active Projects list view contains six records, and the values in the Project Manager field are Tom, Kate, Tom, Milissa, Bethany, and Bethany. The alert card displays the unique value for the Project Manager as 3.

List of Supported Field Types

The table lists the field types available when customizing an alert card.

Tip: We recommend you go through the field types definition Salesforce provides before you start using the supported field types in FDN Alert Card. For more information, see Salesforce Help.
Field Types

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 upon 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 field definition.

The values displayed must be rounded to the same decimal precision. In all cases, the values stored in the Org are unchanged when displayed in an alert card.
Date The alert card displays the records for the specified date field in the corresponding list view depending upon the associated calculation type. When displaying a value for minimum and maximum calculation type using the Date field type, the date is displayed in the user's Salesforce locale.
Date/Time

Depending upon the associated calculation type, the alert card displays the records for the specified date/time field in the corresponding list view.

When displaying a value for minimum and maximum calculation type using the Date field type, the date is displayed in the user's Salesforce locale.

Note: The Date/Time field type does not support calculating the Activity Date field for the Task object.
Email

Depending upon the associated calculation type, the alert card displays the number of records for the specified email field in the corresponding list view.

Note: The Email field type does not support calculating the Activity Date field for the Task object.
External Lookup Relationship Displays a total count of the records in the corresponding list view that contains a value in the external lookup relationship field.
Formula The alert card displays the count of records, count of unique values in the list view or an average, count, maximum, minimum, sum or unique count of values for a formula field.
Lookup Relationship Depending upon the associated calculation type, the alert card displays a count of records in the list view or a count or sum of values for a specific look relationship field in the corresponding list view. When using the minimum and maximum calculation types, the alert card displays the values based on ID instead of the name. To display the value by name, create a cross object formula field.
Multi Picklist Displays a total count of the records in the corresponding list view that contains one or more picklist values in the multi picklist field.
Number

Depending upon the associated calculation type, the alert card displays the specified number of field records in the corresponding list view.

The number of decimal places displayed matches the decimal precision set in the field definition.

The values displayed must be rounded to the same decimal precision. In all cases, the values stored in the Org are unchanged when displayed in an alert card.
Percentage Depending upon the associated calculation type, the alert card displays the records, including the zero value for the specified number field in the corresponding list view.
Phone

The alert card displays the records for the specified phone field in the corresponding list view depending upon the associated calculation type.

Note: The Phone field type does not support calculating the Activity Date field for the Task object.
Picklist

The alert card displays the records' total or unique count of values for the specified picklist field in the corresponding list view depending upon the associated calculation type.

When using the maximum and minimum calculation types, the alert card displays the maximum and minimum picklist values of the records defined in the picklist field definition.

Note: The Picklist field type does not support Order By field when displaying the record.
Roll-up Summary

The alert card displays the count of records, count of unique values in the list view or average, count, maximum, minimum, sum or unique count of values for a roll-up summary field.

For example, if you want to display the sum of sales invoice amounts for all records in a sales Invoice related list. You can display the total in an alert card called Total Invoice Amount.
Text Depending upon the associated calculation type, the alert card displays the data values for the specified text field records in the corresponding list view. When using the maximum and minimum calculation types, the alert card displays the maximum and minimum text values of the records in alphabetical order.
Text Area Depending upon the associated calculation type, the alert card displays the records for the specified text area field in the corresponding list view.
Time

Displays a total count of the records in the corresponding list view that contains a value in the time field.

For example, use a time field type to display business hours, or if you want to compare times of the day to calculate a duration. The time displays in a 12-hour format with AM or PM. The time displayed depends on your Locale setting on the Company Information page in Setup.
URL The alert card displays the specified URL field records in the corresponding list view depending upon the associated calculation type.
Note: The Geolocation, Long Text Area, Text Encrypted, and Text Rich Area field types are not supported for the alert card. To find out more about unsupported field types, see Salesforce Help.