Here are a few little tricks we did for a client. If you want to change your fields to be something more striking and graphical. You can do a few quick formulas and your get some real improvement to usability that can be eye catching!
Sample 1 This formula displays a green, yellow, or red traffic light images to indicate status, using a custom picklist field called Project Status. Use this formula in list views and reports to create a “Status Summary” dashboard view. IMAGE( CASE(Project_Status__c, "Green", "/img/samples/light_green.gif", "Yellow", "/img/samples/light_yellow.gif", "Red", "/img/samples/light_red.gif", "/s.gif"), "status color") Change ‘Project_Status__c’ to your picklist name, and ‘Green/Yellow/Red’ to your picklist values. Sample 2 This formula displays a set of one to five stars to indicate a rating or score. Use this formula in list views and reports to create a “Customer Value” dashboard view. IMAGE( CASE(Rating__c, "1", "/img/samples/stars_100.gif", "2", "/img/samples/stars_200.gif", "3", "/img/samples/stars_300.gif", "4", "/img/samples/stars_400.gif", "5", "/img/samples/stars_500.gif", "/img/samples/stars_000.gif"), "rating") Change ‘Rating__c’ to your picklist name, and ‘1/Yellow/Red’ to your picklist values.
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AuthorAs the founder of Incarni Partners, Ashley Porath, shares practical tips, trends, thoughts, links, ideas and tools for successful Cloud based CRM solutions. Archives
July 2013
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