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.

The following image displays suggested default values for each field in an action card configuration.

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.

     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 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.

Standard action type icons

The following tables display standard Zilliant icons by color and by suggested use cases if you're using 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	z_default_custom_icon_blue.svg	z_inventory_icon_blue.svg	z_whitespace_prospecting_icon_blue.svg	z_last_price_icon_blue.svg	z_agreement_price_icon_blue.svg
Green	z_default_custom_icon_green.svg	z_inventory_icon_green.svg	z_whitespace_prospecting_icon_green.svg	z_last_price_icon_green.svg	z_agreement_price_icon_green.svg
Orange	z_default_custom_icon_orange.svg	z_inventory_icon_orange.svg	z_whitespace_prospecting_icon_orange.svg	z_last_price_icon_orange.svg	z_agreement_price_icon_orange.svg
Red	z_default_custom_icon_red.svg	z_inventory_icon_red.svg	z_whitespace_prospecting_icon_red.svg	z_last_price_icon_red.svg	z_agreement_price_icon_red.svg
Yellow	z_default_custom_icon_yellow.svg	z_inventory_icon_yellow.svg	z_whitespace_prospecting_icon_yellow.svg	z_last_price_icon_yellow.svg	z_agreement_price_icon_yellow.svg

Color	Recovery	Growth	Win-Back	Contract Compliance	Product Substitution
Blue	z_recovery_icon_blue.svg	z_growth_icon_blue.svg	z_win_back_icon_blue.svg	z_contract_compliance_icon_blue.svg	z_product_substitution_icon_blue.svg
Green	z_recovery_icon_green.svg	z_growth_icon_green.svg	z_win_back_icon_green.svg	z_contract_compliance_icon_green.svg	z_product_substitution_icon_green.svg
Orange	z_recovery_icon_orange.svg	z_growth_icon_orange.svg	z_win_back_icon_orange.svg	z_contract_compliance_icon_orange.svg	z_product_substitution_icon_orange.svg
Red	z_recovery_icon_red.svg	z_growth_icon_red.svg	z_win_back_icon_red.svg	z_contract_compliance_icon_red.svg	z_product_substitution_icon_red.svg
Yellow	z_recovery_icon_yellow.svg	z_growth_icon_yellow.svg	z_win_back_icon_yellow.svg	z_contract_compliance_icon_yellow.svg	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)