### 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'}] ``` -------------------------------- ### 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'}] ``` -------------------------------- ### 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; ``` -------------------------------- ### 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' ``` -------------------------------- ### 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 ``` -------------------------------- ### 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 ```