This article shows you an example of how you can configure the Form object and its related lists to enhance an end user's experience.
Before you get started:
These articles might be helpful before you read this one:
Forms related lists can be boring, or they can be visually appealing, and incredibly useful. Out of the box, Youreka provides you with some basic information in your Forms related lists (such as Form Number, Form Template, Create Date, etc.). If you find these to be useful, then no further work is required!
With that said, many of our customers benefit from having their related lists configured in ways that makes them more useful. Below is an example:
In the image above, you can see we've adjusted the fields which are displayed on the related list, made the related list an Enhanced Related list on our Lightning Page (allowing for more than 4 fields to be displayed), as well as configured some custom fields on the Form object to assist users.
There are a couple of important items to highlight:
- We've added a status indicator, showing a different color for each status in the Form Lifecycle. This is helpful because it provides a more useful interface for understanding which forms are completed, and which ones have not yet been completed. In order to accomplish this, you can create a formula field on the Form object (disco__Form__c) which displays various images based on the Status field on the form. Below is an example.
IF( disco__Status__c = 'NEW' ,IMAGE("/servlet/servlet.FileDownload?file=0153k00000A54lw","Blue"),
IF( disco__Status__c = 'IN PROGRESS',IMAGE("/servlet/servlet.FileDownload?file=0153k00000A54m1","Yellow"),
In order to do this, you need to leverage the IMAGE() function in Salesforce Formulas. You also need to load image files into your Salesforce environment, and add their IDs to the formula above (instead of using the ones displayed). A list of commonly used icons from the Salesforce Lightning Design System (SLDS) can be found here.
- Similar to the Status Indicator above, we've created icons for View Form and Edit Form, which take you to the Form Detail and Complete Form pages, respectively. These are extremely useful, because they allow end users to access the forms in a single click. These icons also come from the Lightning Design System (SLDS).
HYPERLINK("/"&Id , IMAGE("/servlet/servlet.FileDownload?file=0153k00000Am5eP", "Preview" ), "_self")
HYPERLINK( "/apex/disco__CompleteForm?id="&Id, IMAGE("/servlet/servlet.FileDownload?file=0153k00000Am5fc", "Edit Form"), "_self")
In the above examples, be sure to upload your own images as image files to Salesforce, and replace the image IDs in the examples above with the ones in your org.