--- title: "Action Cards configuration" slug: "create-action-cards-configuration" description: "Learn how to add and configure action cards configuration." updated: 2024-05-03T06:20:57Z published: 2024-05-03T06:20:57Z canonical: "docs.zilliant.com/create-action-cards-configuration" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure action cards Configure action cards to display a summary of records from any object, such as a summary of the Product Group Action records associated with each user. The following image displays how fields in an action card configuration correspond to an action card's UI label. ![ActionCardFields.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/ActionCardFields.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) The following image displays suggested default values for each field in an action card configuration. ![Action Card Configuration](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Action%20Card%20Configuration.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) To configure action cards: 1. From the **App Launcher**, select **Action Card Configurations**, then select **New**. 2. In the **New Action Card Configuration** dialog, enter or select values to define the action card: - **Action Card Configuration Name**—Enter a name for the configuration. - **Card Title Label**—Enter the API name of a custom label to use as the card title. The custom label is used only if the **Card Title Label Override** is blank. - **Card Title Label Override**—Enter a text label to use as the card title. The **Card Title Label** field value appears only if the **Card Title Label Override** field is not specified. If both fields are empty, then no card title is shown. - **Object**—Enter the API name of the Salesforce object that contains the data you want to display in the **Action Card** component. For example, **zpf__ProductGroupAction__c**. - **Show Sum Field**—Select this option to show the **Sum Field** on the card. Notes - If the multi-currency feature is enabled in the org, a currency symbol will not appear on the action card. - If the multi-currency feature is not enabled in the org, an appropriate currency symbol will appear on the action card. - **Sum Field Label**—Enter the API name of a custom label to use as the sum field label on the card. The custom label is used only if the **Sum Field Label Override** is blank. - **Sum Field Label Override**—Enter a text label to use as the sum field label. The **Sum Field Label** field value appears only if the **Sum Field Label Override** field is not specified. If both fields are empty, then no sum field label is shown. - **Sum Field Filter Field Name**—Enter the name of the field from the Salesforce object to use to filter the **Sum Field** records. - **Sum Field Filter Operator**—Select the desired operator to filter the **Sum Field** records. - **Sum Field Filter Value**—Select the value to use to filter the **Sum Field** records. Notes - The Boolean values are **TRUE/FALSE** or **1/0**. - Date should be in the format **YYYY-MM-DD**. - **Show Count Field**—Select this option to show the **Count Field** on the card. - **Count Field Label**—Enter the API name of a custom label to use as the count field label on the card. The custom label is used only if the **Count Field Label Override** is blank. - **Count Field Label Override**—Enter a text label to use as the count field label. The **Count Field Label** field value appears only if the **Count Field Label Override** field is not specified. If both fields are empty, then no count field label is shown. - **Count Field Filter Field Name**—Enter the name of the field from the Salesforce object to use to filter the **Count Field** records. - **Count Field Filter Operator**—Select an operator to filter the **Count Field** records. - **Count Field Filter Value**—Enter the value to use to filter the **Count Field** records. Notes - The Boolean values are **TRUE/FALSE** or **1/0**. - Date should be in the format **YYYY-MM-DD**. - **Show Badge Count**—Select this option to show the **Badge Count** on the card. - **Badge Count Label**—Enter the API name of a custom label to use as the badge count label on the card. The custom label is used only if the **Badge Count Label Override** is blank. - **Badge Count Label Override**—Enter a text label to use as the badge count label. The **Badge Count Label** field value appears only if the **Badge Count Label Override** field is not specified. If both fields are empty, then no badge count label is shown. - **Badge Count Filter Field Name**—Enter the name of the field from the Salesforce object to use to filter the **Badge Count** records. - **Badge Count Filter Operator**—Select the desired operator to filter the **Count Field** records. - **Badge Count Filter Value**—Enter the value to use to filter the **Badge Count** records. Notes - The Boolean values are **TRUE/FALSE** or **1/0**. - Date should be in the format **YYYY-MM-DD**. - **Badge Style**—Select the desired badge color. Options are **Grey**, **Yellow**, or **Red**. - **Badge Visibility**—Select when the badge should be hidden from the action card. Options are **Always show** and **Hide when Badge Count = 0**. - **Link Label**—Enter the API name of a custom label to use as the link on the card. The custom label is used only if the **Link Label Override** is blank. - **Link Label Override**—Enter a text label to use as the link on the card. The **Link Label** field value appears only if the **Link Label Override** field is not specified. If both fields are empty, then no link is shown. - **Link URL**—Enter the URL where the link should direct users. - **Icon Name**—Enter the full path to the static icon you want to display on the action card. Use the following format: `/resource/[pathToYourIcon]/[iconName].svg`. Replace `[pathToYourIcon]` with the desired icon's path and `[iconName]` with the desired icon's name. For a table of static icons used in Zilliant, read [Action type icons](/v1/docs/create-action-cards-configuration#action-type-icons). Tip The **Action Card** icon should match the icon used for the corresponding **Action Type**, as configured by the **Action_Type_Id_Icon_c** field on the **zpf_ProductGroupAction_c** object. 3. Select **Save**. ## Action type icons The **Icon Name** of an action card refers to the full path of its static icon. Zilliant uses [default and standard icons](/v1/docs/create-action-cards-configuration#standard-action-type-icons) you can choose from. The path format for a Zilliant icon is `/resource/[linkAddress]/ActionTypeIcons/ActionTypeIcons/[iconName].svg`. Replace `[linkAddress]` with the 13-digit number of the icon's path, and `[iconName]` with the icon's name. To find the icon's path, locate the icon and copy the link address of its **View file** link, as displayed in the following image. ![Icon View File Link](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Icon%20View%20File%20Link.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) For example, The path for the "z_default_custom_icon_blue" icon is `/resource/#############/ActionTypeIcons/ActionTypeIcons/z_default_custom_icon_blue.svg`. ### Standard action type icons The following tables display standard Zilliant icons by color and by suggested use cases if you're using [Sales IQ](/v1/docs/about-sales-iq). For default icons, refer to the **Default/Custom** column in the first table. For readability, the icons are split into two tables. | Color | Default/Custom | Inventory | Whitespace/Prospecting | Last Price | Agreement Price | | --- | --- | --- | --- | --- | --- | | **Blue** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_default_custom_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_default_custom_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_inventory_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_inventory_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_whitespace_prospecting_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_whitespace_prospecting_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_last_price_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_last_price_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_agreement_price_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_agreement_price_icon_blue.svg | | **Green** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_default_custom_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_default_custom_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_inventory_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_inventory_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_whitespace_prospecting_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_whitespace_prospecting_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_last_price_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_last_price_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_agreement_price_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_agreement_price_icon_green.svg | | **Orange** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_default_custom_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_default_custom_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_inventory_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_inventory_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_whitespace_prospecting_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_whitespace_prospecting_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_last_price_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_last_price_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_agreement_price_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_agreement_price_icon_orange.svg | | **Red** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_default_custom_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_default_custom_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_inventory_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_inventory_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_whitespace_prospecting_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_whitespace_prospecting_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_last_price_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_last_price_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_agreement_price_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_agreement_price_icon_red.svg | | **Yellow** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_default_custom_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_default_custom_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_inventory_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_inventory_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_whitespace_prospecting_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_whitespace_prospecting_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_last_price_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_last_price_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_agreement_price_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_agreement_price_icon_yellow.svg | | Color | Recovery | Growth | Win-Back | Contract Compliance | Product Substitution | | --- | --- | --- | --- | --- | --- | | **Blue** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_recovery_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_recovery_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_growth_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_growth_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_win_back_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_win_back_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_contract_compliance_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_contract_compliance_icon_blue.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_product_substitution_icon_blue.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_product_substitution_icon_blue.svg | | **Green** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_recovery_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_recovery_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_growth_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_growth_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_win_back_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_win_back_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_contract_compliance_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_contract_compliance_icon_green.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_product_substitution_icon_green.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_product_substitution_icon_green.svg | | **Orange** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_recovery_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_recovery_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_growth_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_growth_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_win_back_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_win_back_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_contract_compliance_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_contract_compliance_icon_orange.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_product_substitution_icon_orange.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_product_substitution_icon_orange.svg | | **Red** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_recovery_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_recovery_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_growth_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_growth_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_win_back_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_win_back_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_contract_compliance_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_contract_compliance_icon_red.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_product_substitution_icon_red.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_product_substitution_icon_red.svg | | **Yellow** | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_recovery_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_recovery_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_growth_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_growth_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_win_back_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_win_back_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_contract_compliance_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_contract_compliance_icon_yellow.svg | ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/z_product_substitution_icon_yellow.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) z_product_substitution_icon_yellow.svg | ## Custom fields Zilliant allows you to create custom fields on the Salesforce object that contains the data you want to display in action cards. Create custom fields to manage multiple filter criteria. To summarize actions published from Campaign Manager, reference the **zpf__ProductGroupAction__c** object in an action card configuration’s **Object** field. Then, reference the following calculated fields for the action card configuration’s other fields. - **Open_LS__c**—This is a standard field, and useful to reference for the action card configuration’s **Sum Field Filter Field Name** and **Count Field Filter Field Name**. ``` IF(Is_Visible__c && Owned_By_Me__c && zpf__ActionTypeId__c = 'LS' && IF(CASE(zpf__Status__c,'Identified',1,'Pursuing',1,0) = 1,TRUE,FALSE) ,TRUE,FALSE) ``` - **Is_Visible__c**—This is a standard field referenced in the above Open_LS__c field. ``` IF(Is_Cancelled__c = TRUE,FALSE, IF(zpf__ClosedDate__c + Visibility_Period_After_Closed__c < NOW(),FALSE,TRUE) ) ``` - **Owned_By_Me__c**—This is a standard field referenced in the above Open_LS__c field. ``` IF(zpf__Account__r.OwnerId = $User.Id,TRUE,FALSE) ``` - **New_LS__c**—This is a custom field that could be created as a useful reference for the action card configuration’s **Badge Count Filter Field Name**. ``` IF(Open_LS__c && New_Action__c ,TRUE,FALSE) ``` - **New_Action__c**—This is a custom field that could be created and referenced in the above New_LS__c field. ``` IF(NOW() - Published_Date__c <= 1,TRUE,FALSE) ``` ![apps_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/apps_60.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A15%3A06Z&se=2026-10-26T15%3A15%3A06Z&sr=c&sp=r&sig=xR37XoGp6ImT8HOGbCMcdkvGLuYC8IY98QIbEJ0EDzg%3D) App Launcher