This is a very powerful feature! Thanks for the great video.
Just to add to this: In this example the icon and the field value (On Track, Warning, etc) are basically telling you the same thing. Great for quick visual identification, but I like to add, that this is even more powerful if you add it to - let's say - a date field.
We have it added to a due date field for Cases, and compare that date to today's date.
When the due date is more than 2 days out, a green bullet shows,
When the due date is less than 2 days out, a yellow bullet shows,
When the due date is passed, a red bullet shows.
That way, you have both the actual due date, and the urgency of your Case in 1 column. And by sorting on Date - Descending you have all your red bullets in the top of your view.
Finally: you can even build IF statements depending on other fields in the same view. For example: Do not show a bullet at all when the Status = Closed.
Great feature!
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Rogier Vriezen
CRM Consultant
Amsterdam, Netherlands
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Original Message:
Sent: Jul 15, 2020 10:16 AM
From: Gus Gonzalez
Subject: This is how you can display icons on views!
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Gus Gonzalez
8x Microsoft MVP, CRMUG All-Star
CEO, Elev8 Solutions
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