Adding flags to records in an object

By | June 30, 2014

It is possible to use images for different records of a Salesforce object to draw the user’s attention to a specific record. Let us take an example of the Case object in Salesforce. We can use different flags to define different priorities of any case.

Looking at the flags will allow the users to immediately know the priority of a particular case. For example, we can use a red flag for high priority cases, a yellow flag for medium priority cases and a green flag for low priority cases.

To do this, the user needs to create a formula field on the Case object and use the following formula –

IMAGE(
CASE(Priority,
“Low”,   “/img/samples/flag_green.gif”,
“Medium”, “/img/samples/flag_yellow.gif”,
“High”,   “/img/samples/flag_red.gif”,
“/s.gif”),
“Priority Flag”
)

Now our case object screen will appear as shown below –Capture

As can be seen from the above screenshot, the cases have a priority flag displayed next to it that enhances the overall UI of the case screen.

There are various other images provided by Salesforce that can be used in the formulas. A complete list of all such images is available at this link –  http://help.salesforce.com/HTViewHelpDoc?id=useful_advanced_formulas_image_links.htm&language=en_US

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