FinancialForce 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 FF 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
Email   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
Note: The aggregate value for each calculation type depends on the field type selected, with standard Salesforce restrictions applied. For more information on supported field types, see Salesforce Help.

FinancialForce Alert Card Calculation Types

The table below 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.

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.

FinancialForce 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.

Note: We recommend you review the field type definitions provided by Salesforce before using the available field types with alert cards. For more information, see the 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 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.
Email

The Email field type uses the supported calculation types. For more information, see FinancialForce Alert Card Calculation Types.
External Lookup Relationship The External Lookup Relationship field type uses the supported calculation types. For more information, see FinancialForce Alert Card Calculation Types.
Formula The Formula field type uses the supported calculation types. For more information, see FinancialForce 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 FinancialForce 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 FinancialForce 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 FinancialForce Alert Card Calculation Types.
Time

The Time field type uses the supported calculation types. For more information, see FinancialForce Alert Card Calculation Types.
URL The URL field type uses the supported calculation types. For more information, see FinancialForce Alert Card Calculation Types.
Note: The Geolocation, Long Text Area, Text Encrypted, and Text Rich Area field types are not supported on alert cards. To find out more about these field types, see Salesforce Help.