Native Planner Plus

https://www.nativeerp.com/NativePlanner/guide/
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Native Planner Plus is a Salesforce Lightning component that provides multiple visual planning...
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### Filter Conditions in Native Planner

Source: https://www.nativeerp.com/NativePlanner/guide/Tips

Illustrates how to construct filter conditions for Native Planner, allowing for complex queries using OR and AND logic, as well as pattern matching. This enables precise data retrieval and display based on multiple criteria.

```SOQL Filter Syntax
(ProfileId = '00e5f000002rNIVAA2' OR ProfileId = '00e5f000002rNIWAA2') AND IsActive = True
Name LIKE 'Evaluation%'
```

--------------------------------

### Launch Screen Flow from Child Record

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Specifies the API name of a Screen Flow to be launched when clicking the FLOW icon on a child popup. Requires 'PlannerTarget' and 'PlannerId' input variables in the Flow. The 'Component Popup Configuration' must include 'FLOW'.

```text
CreateCaseFlow
CreateTaskFlow
```

--------------------------------

### Initiate Screen Flow from Extra Child Record

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Specifies the API name of a Salesforce Screen Flow to launch when a FLOW icon is clicked on an extra child popup. Requires a PlannerTarget and PlannerId variable (Input checked) in the flow. Ensure 'FLOW' is included in Config #34 'Component Popup Configuration'.

```text
CreateCaseFlow
```

--------------------------------

### Color Matrix Configuration for Child Records

Source: https://www.nativeerp.com/NativePlanner/guide/Tips

Shows the JSON structure for configuring the Color Matrix field in Native Planner. This allows visual customization of child records based on field values, typically using picklists like 'Status' or 'Stage'. Colors can be specified by name or Hex code.

```JSON
[{'key': 'Draft', 'value': '#74737a'}, {'key': 'Planning', 'value': 'Green'}, {'key': 'Active', 'value': '#7CA7B2'}, {'key': 'Completed', 'value': '#3E8461'}]
```

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### Configure Component Matrix Timeline Sobject

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Defines the Salesforce object for the matrix timeline's horizontal axis (columns). Can append '#' to include an 'Unassigned / Blank' column for records with empty lookups.

```text
User
Account#
```

--------------------------------

### Configure Component Icon Size

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Allows customization of the icon size displayed next to charts. Options include 'SMALL', 'MEDIUM', and 'LARGE' to fit design requirements or emphasize prominence.

```text
SMALL
MEDIUM
LARGE
```

--------------------------------

### Display Child Record Progress Visually

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Specifies a field to represent the progress of a child record, typically a numerical value between 0.0 and 1.0 or a percentage. This enables visual feedback through gradient colors.

```Text
// Child Progress Field Examples:
Completion__c
DealProgress__c
```

--------------------------------

### Configure Extra Child Record Creation

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Determines whether Extra Child records can be created via double-clicking on the grid and using the popup field. Options include 'BOTH' (Child and Extra Child), 'No', 'CHILD', and 'EXTRA CHILD'.

```text
BOTH
```

```text
EXTRA CHILD
```

--------------------------------

### Configure Parent Group-By Field with Color Customization

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Group parent records into collapsible sections using a specified field API name. Optional JSON-like color map can be appended for header customization. Works best with picklist, text, or limited-value lookup fields.

```text
Status__c [In Progress=#2196f3,Completed=#4caf50,On Hold=#ff9800]
```

```text
Product_Family__c
```

--------------------------------

### Configure Component Matrix Timeline Field

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

An optional secondary field from the Matrix Timeline Sobject to display as a sub-label under column headers, adding context like Department or Role.

```text
Department
BillingCity
```

--------------------------------

### Configure Parent Search Fields

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Define fields for quick and advanced filtering without displaying them. This enhances search efficiency by targeting specific parent sObject types. Fields used elsewhere are automatically included.

```text
Account Name, Contact Name
```

--------------------------------

### Configure Child Color Field for Record Visualization

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Specifies a text field used to reference values in the Child Color Matrix, enabling color-coding of child records based on their status or category. Use API names of fields like 'Status__c' or 'Priority__c'.

```text
Priority__c
Status__c
```

--------------------------------

### Define Child Color Matrix for Visual Cues

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

A JSON array defining colors for child records based on the 'Child Color Field' value. Supports basic color mapping, optional font color, and matching by API value. Special characters in keys require backslash escaping.

```json
[{'key': 'High', 'value': '#FF0000'}, {'key': 'Medium', 'value': '#FFA500'}, {'key': 'Low', 'value': '#00FF00'}]
[{'key': 'In Progress', 'value': 'yellow', 'font': 'black'}, {'key': 'Completed', 'value': '#00CC00'}, {'key': 'On Hold', 'value': '#FFCC00', 'font': 'black'}, {'key': 'Cancelled', 'value': '#FF3333'}]
[{'key': 'Displayed Label', 'value': '#FF0000', 'api': 'actual_api_value'}]
```

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### Retrieve Related Object Field Values

Source: https://www.nativeerp.com/NativePlanner/guide/Tips

Demonstrates how to access field values from related objects in Native Planner. Use '__r' for custom relationships and standard object dot notation (e.g., 'Account.Name') for Salesforce standard objects. This is crucial for populating fields or determining dates based on linked records.

```Salesforce SOQL
// Example for custom lookup:
SELECT Related_Custom_Field__r.Name FROM Your_Object__c

// Example for standard object lookup:
SELECT Account.Name FROM Contact
```

```Salesforce Apex
// Example in Apex:
String relatedAccountName = contact.Account.Name;
String customRelatedValue = task.Related_Lookup__r.Custom_Field__c;
```

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### Configure Parent Filter Statement with SOQL

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Apply a custom SOQL WHERE clause to filter parent records before loading. This allows for pre-filtered views based on specific criteria. Supports various filter types including dynamic merge fields.

```soql
Status__c = 'Active' AND Priority__c = 'High'
```

```soql
Licenses_Type__c INCLUDES ('Sales','Service')
```

```soql
StageName IN ('Closed Won','Closed Lost')
```

```soql
Status__c = 'Active' AND Job_Title__c IN ('{!Engineer_Job_Title}'.replace(';', "','"))
```

```soql
Status__c = 'Active' AND Job_Title__c IN ('"+SUBSTITUTE({!Engineer_Job_Title}, ";", "' , '")+"')"
```

```soql
Id = '001xx000003DI8e' OR Id = '001xx000003DI9f'
```

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### Sort Child Records by Field and Direction

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Configures the sorting of child records based on a specified field and direction (ascending or descending). This enhances data organization and navigation within the application.

```Text
// Sort Field Example:
Due_Date__c
Name

// Sort Direction Example:
ASC
DESC
```

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### Configure Parent Relationship Field

Source: https://www.nativeerp.com/NativePlanner/guide/Planner

Link child records to parent records using a non-standard field API name. This supports complex or indirect relationships where the foreign key is not the default lookup field.

```text
Crew__c
```
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