To add Custom Fields to your improveit 360 system, you must be a System Administrator User.
In our first Example, we'll use a checkbox to determine when the Custom Image is displayed. If the checkbox is True (checked) display the image. If the checkbox is False (unchecked) the system will not display the image. In this Example we're identifying Prospects who are "VIP" and displaying a VIP image when the checkbox is True.
In our second Example, we'll use a Picklist field to determine which Custom Image is displayed. If the Picklist value is "HOT" show the Hot image, if the Picklist value selected is "COLD" display the Cold image, if the Picklist value selected is "WARM" display the Warm image. In this second example we will add the field to our Lead Entry page and populate the desired image on the Prospect and Appointment pages.
First, to display images within a Field, the images will need to be uploaded to your improveit 360 system.
Navigate to Documents tab, and select the Template-Images folder, then 'Go!',
Select the 'New Document' button and follow the steps to upload.
Once uploaded, select the View button next to the image you've uploaded. Right-click on the image and select to "Copy image address." You may want to Paste this URL into notepad to retain it for the next step. Remember, In our next example, we will have three images so copying these links to notepad is useful.
For our 1st Example, we'll be creating two fields: a checkbox (which determines when the image is displayed) and the other is a Formula field for the actual image to be displayed on the page.
Navigate to Setup > Create > Objects > then select the object you'd like to create the custom image field on. In this Example, we are adding this Field to the Prospect object.
Scroll to Custom Fields and Relationship and Click the New button. Choose the Field Type of "Checkbox" and enter the Field Label that will be displayed on the page. You can also enter Help Text to assist your End Users, giving them a description of when to use this Field.
Once you've created the checkbox field, in this Example, "Prospect is VIP" then we'll create a Formula field for the image.
Under Custom Fields and Relationship again Click the New button. Choose the Field Type of "Formula" and click Next. Give the Field a name and Choose an Output Value of "Text".
The formula we will use is:
IF(Prospect_Is_VIP__c = TRUE, IMAGE("insert copied URL here", "VIP"), "No")
In layman's terms, this Formula states: If the Prospect Is VIP checkbox is True, display this image, otherwise display the word "No."
When using the Formula builder, click on the Advanced Formula Tab and click Insert Field. This will allow you to Search your Prospect fields and insure you are selecting the correct field and inserting the appropriate API name into your Formula.
Select to "treat blank fields as blanks" and then Save your Formula. Your Formula should look something like this when you're finished:
Next, Add both fields to the desired field set, in this Example we're adding these fields to the Prospect-Information Field Set:
Run First Time Setup.
Then, you're ready to test your new fields. Go to the Prospect page, and check the Prospect is VIP checkbox. Save the record. You should see your image displayed on the page:
YOU'RE DONE!
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In our 2nd Example, we will use a Picklist Field to determine which Image is displayed on the Appointment page. This time, our Picklist field is on the Prospect object but our image we want to appear both on the Prospect AND the Appointment pages.
Upload each of your images, in this example we have three images that represent one of three Lead Statuses: Hot, Warm and Cold. Copy and paste each Image Address into Notepad for reference in the Formula Field.
Navigate to Setup > Create > Objects > then select the object you'd like to create the custom image field on. In this second Example, we are adding this Field to the Prospect object.
Scroll to Custom Fields and Relationship and Click the New button. Choose the Field Type of "Picklist" and enter the Field Label that will be displayed on the page. Choose to Enter the Values for the Picklist. You can also enter Help Text to assist your End Users, giving them a description of when to use this Field.
Once you've created the picklist field, in this Example, "Lead Status" then we'll create two Formula fields on the Prospect Object. The first formula field brings the Lead Status selection onto the Prospect record. The second Formula, determines which image is displayed based on the picklist selection.
Navigate to Setup > Create > Objects > this time choose Prospect
Under Custom Fields and Relationship again Click the New button. Choose the Field Type of "Formula" and click Next. Give the Field a name and Choose an Output Value of "Text". In this Example, we cannot name the Field the same, let's name it "Lead Stat" because these fields are on the same object (Prospect).
The formula we will use is:
IF(ISPICKVAL(Lead_Status__c, "HOT"), IMAGE ("insert copied URL", "HOT"),
IF(ISPICKVAL(Lead_Status__c, "WARM"), IMAGE ("insert copied URL", "WARM"),
IF(ISPICKVAL(Lead_Status__c, "COLD"), IMAGE ("insert copied URL", "COLD"),
" ")))
In layman's terms, this Formula states: If the Picklist value selected is HOT, display the Hot image BUT if the Picklist value selected is WARM, display the Warm image BUT if the Picklist value is COLD display the Cold image, otherwise display nothing.
When using the Formula builder, click on the Advanced Formula Tab and click Insert Field. This will allow you to Search your Prospect fields and insure you are selecting the correct field and inserting the appropriate API name into your Formula.
Select to "treat blank fields as blanks" and then Save your Formula. Your Formula should look something like this when you're finished:
Next, Add both Prospect fields to the desired field set, in this Example we're adding these fields to the Prospect-Information Field Set:
Run First Time Setup.
Then, you're ready to test your new fields. Go to the Prospect page, and select the Lead Status of Hot. Save the record. You should see your image displayed on the page:
Test each of the Values in your Picklist to make sure all the images display for the picklist selections. Testing for Warm, should display your Warm image:
And finally, change the Value to Cold and test for the Cold image:
Next we'll need to create a Formula field on the Appointment object to make these images visible on the Appointment page.
Navigate to Setup > Create > Objects > this time choose Appointment
Under Custom Fields and Relationship again Click the New button. Choose the Field Type of "Formula" and click Next. Give the Field a name and Choose an Output Value of "Text". In this Example, we can name the Field "Lead Status" because this field is on a different Object (Appointment versus Prospect).
When using the Formula builder, click on the Advanced Formula Tab and click Insert Field. This will allow you to Search your Prospect fields and insure you are selecting the correct field and inserting the appropriate API name into your Formula.
We'll choose the Prospect lookup Field from the Appointment. This is easily identified as "Prospect >" (with the ">" symbol) which allows us to then select Fields from the Prospect object. And we can Select our Formula field "Lead Stat."
Select to "treat blank fields as blanks" and then Save your Formula. Your Formula should look something like this when you're finished:
Next, Add the new Appointment field to the desired field set, in this Example we're adding these fields to the Appointment - Information Field Set:
Run First Time Setup.
Then, you're ready to test your new fields. Go to the Prospect page, and select the Lead Status of Hot. Save the record. Create a New Appointment for the Prospect, upon Saving the Appointment record, you should see your image displayed on the Appointment page:
Are we finished? Not yet! Remember, we want our Lead Entry staff to be able to enter the "Lead Status" when inputting a new Prospect. For this, we'll want to add the Prospect "Lead Status" Field to the "Quick Sale - Prospect" Field Set from the Prospect object.
Drag and Drop the "Lead Status" Field into the Field Set:
Run First Time Setup.
Check your "Create New" > 'Prospect' page to insure your Lead Status Field is visible when you click '+more details':
