SECTIONS
The following Lightning components are available in Foundations.
|
Component |
Description |
|---|---|
| FDN & Integrations Task Launcher | Configure settings relating to Foundations or integrations. For more information, see Foundations and Integrations Task Launcher Overview. |
| FDN Analysis Items | View and edit analysis item fields using filtered values. For more information, see Analysis Mappings Overview. |
| FDN Datastream | Import and upload data using Foundations Datastream. For more information, see Datastream Overview. |
| FDN Document Inline Message | Displays the inline message that appears on the Lightning record page when a scanned payable document fails. |
| FDN Document Summary Card | Displays the summary fields of objects. |
| FDN Engagement Timeline |
Display the engagement source objects in a timeline view. You can only add this component to a Lightning record page for the Engagement object. For more information, see Customizing the Engagement Lightning Record Page and Using the Engagement Timeline. |
| FDN Exchange Rates | Manage exchange rates in Foundations. We recommend that you manage exchange rates from the Exchange Rates page provided. For more information, see Foundations Currency and Exchange Rates Overview. |
| FDN Message Type Mappings | View and edit messaging mappings. Used on the Foundations Message Type Lightning page. For more information, see Mappings Overview. |
| FDN Mappings | View managed mappings and configure custom mappings. Each component displays details for the selected mappings process. For more information, see Adding Custom Mappings from the FDN Mappings Component. |
| FDN Manage Queue Status | Manage queue messages for PSA Direct for Jira integration. For more information, see PSA Direct for Jira Queue Status. |
| FDN Alert Card | Customizable component that enables you to define and display up to three key performance indicators that are relevant to a user's job role. You can set up color coding for the major KPI value so that the alert card changes color if the major KPI value is outside the default range. |
| FDN Count Card | Customizable component that displays the number of records in a specified list view. |
| FDN Cards Panel |
Add and configure multiple highlight cards in a single component that you can add to an object's Certinia Lightning record page. This gives summary information about the record that is grouped and easy to scan. For more information, see Certinia Card Panels Overview |
| FDN Highlight Date Card | Customizable component that displays the value in a date field on the corresponding object. Color-coded thresholds can be applied to the values contained in the date cards. |
| FDN Highlight Number Card | Customizable component that displays the value in a number field on the corresponding object. Color-coded thresholds can be applied to the values contained in the number cards. |
| FDN Highlight Numbers Panel | Select up to three number or currency fields on a Lightning record page, these fields are displayed in a set of cards contained in a panel on the page layout. Color-coded thresholds can be applied to the values contained in the cards. |
| FDN Highlight Percentage Card | Displays the value contained in a percentage data type field or relevant formula fields on a specified object. |
| FDN Highlight Picklist Card | Customizable component that displays the value in a picklist field on the corresponding object. Color-coded thresholds can be applied to the values contained in the picklist cards. |
| FDN KPI Card | A KPI card displays a single key performance indicator (KPI) value for an object on a Lightning app page or record page. |
| FDN Navigation |
The FDN Navigation component provides a tailored navigation experience. By logically grouping links to commonly-used features and pages, you can provide simplified navigation to speed up your end-users’ workflow. You can also add the FDN Navigation component to Lightning record pages. For more information, see Setting up Navigation Components. |
| Certinia Help | Access context-sensitive help for Certinia functionality. For more information, see Certinia Help Overview. |
| Product Release Overview | Displays a summary of the new features available in product releases. See Product Updates and Versions Overview. |
| Slack Channel Manager | Create a Slack channel and manage channel members. For more information, see Overview of the Certinia Slack Integration. |
| FDN Metadata API Configuration Settings | Reserved for future use. |
| FDN Page Update Tracker | Reserved for future use. |
| Scanned Payable Document Lines Grid | Manages lines on the Scanned Payable Document Lines grid. |