Salesforce Formula: Create Colour Squares

[@Pradeepkumar-xv6tu]

Hi, hope you are doing good! Thank you for this wonderful video tutorial. However, could you please let us know how can be highlight the high aging cases from the CMT view rather than getting inside the case and checking for the colour code. For example: If I have a view created for the team and have 25 cases, out of 25 cases any cases more than 10 days should be highlighted with some colour as identifier. Kindly let me know if there is any video related to it. thank you

[@salesforceatlas]

Hi Pradeep, thank you for your kind words! I'd suggest creating a dashboard specifically for cases and case age to have an all-in-one view. You can use up to 20 components in one dashboard.

[@Pradeepkumar-xv6tu]

@@salesforceatlas Thanks for getting back quickly. We do have a dashboard, however, the main purpose is to identify high ageing cases from the queue or view created.

[@salesforceatlas]

@@Pradeepkumar-xv6tu colour squares will not be supported in list views etc. These are more for page layouts. If you want to color code records in one place you might also choose reports with conditional formatting. Create a day/time counter formula and color code in reports. Lists have limitations..

[@mariannehurtado5790]

Hi, I wanted to ask about reports on the square fields, is it possible to generate a report and see the actual amount of green, yellow, and red squares? Or should I need to add a formula that translates to text the image showed?

[@salesforceatlas]

Hi Marianne, yes just make sure to adjust the height and width of your image. Try small to fit in reporting, check this helpful article and their Example 2: help.salesforce.com/s/articleView?id=000327122&type=1

[@Vladi18]

Hello,
Can you help me with the account object, and what formula can i use for a picklist field please??

[@salesforceatlas]

Hi Vladimir, sorry I missed your message! If you are still working on it, then see what field you are planning to use as a trigger for colored squares. Is it status, number field, etc.

[@aryangupta5586]

How do I show this in compact layout?

[@AshleyDesroches]

Hello, Are there others colors that can be used? like gray?

[@salesforceatlas]

Yes, you can use most colors.

[@catrionacassidy7102]

If the case moves to closed status how can you remove the colour code then?

[@salesforceatlas]

Hi Catriona Cassidy, you can add another "IF" function after the yellow color and before the green color (default option). Try this, IF(status field) = "closed", null,

[@catrionacassidy7102]

@@salesforceatlas If it is a picklist value can i use ISPICKVALUE? this is the error i get when i add the above to the formula
Error: Field StageName is a picklist field. Picklist fields are only supported in certain functions. Tell me more

[@salesforceatlas]

@@catrionacassidy7102 I usually use TEXT(picklist value) = "...", for ISPICKVAL theres a slightly different function

[@catrionacassidy7102]

@@salesforceatlas Thank you for your help so far, unfortunately i cant seem to nail down the forumla. this is what i have so far but what i want it to do is show the colours if the stage is open (not Closed Won or Closed Lost). But for the colour to disappear if the opportunity has moved to a closed Won or Closed Lost stage as we dont need to look at those dates or colours. I hope that makes sense,
IF ( Days_to_Close__c < 1,
IMAGE("/img/samples/color_red.gif", "red", 30, 30),
IF( Days_to_Close__c < 5,
IMAGE("/img/samples/color_yellow.gif", "yellow", 30, 30),
IF ( TEXT(stagename) = "closed Won", null ) ,
IMAGE("/img/samples/color_green.gif", "green", 30, 30)
))

[@salesforceatlas]

@@catrionacassidy7102 Hi, ok I see. Let's reorder the fields and give Salesforce to visit the "null" option at the start of the formula. Once Salesforce finds the values in the Days_to_Close__c field it stops the search so follow this instead:
IF ( TEXT(stagename) = "Closed Won", null,
IF ( Days_to_Close__c < 1,
IMAGE("/img/samples/color_red.gif", "red", 30, 30),
IF( Days_to_Close__c < 5,
IMAGE("/img/samples/color_yellow.gif", "yellow", 30, 30),
IMAGE("/img/samples/color_green.gif", "green", 30, 30)
)))