Visual Picker

A visual picker is visual enhanced box to open an external content.

New Feature Alert: Query Data Source available.

What the Avonni Visual Picker does

The Avonni Visual Picker component offers a user-friendly and visually appealing way to present a set of options in Salesforce. It transforms the typical selection process into an interactive experience, making it easier and more enjoyable for users to choose their preferences.

Configuring the Visual Picker

The initial step in setting up the Visual Picker is determining how you want to retrieve and display your data.

Data Source

The "Data Source Configuration" step in setting up the Visual Picker is where you tell the Visual Picker where to get its information from within Salesforce.

Data Source Type	Use Case	When to Use
Manual	For a predefined set of items that don’t require dynamic updates.	Ideal for static content or rapid setup with specific items.
Variable	Dynamically displaying items based on variable collections in Salesforce.	Suitable when list content reflects changing data from Salesforce records.
Picklist	Displaying a list of options defined in a Salesforce picklist.	Best for presenting a list of predefined options for selection.
Query	Fetching data based on a specific query, pulling various records or data points.	Ideal for complex data retrieval or when sourcing. Using a 'Get Records' collection is not necessary with this method, as the query itself is powerful enough to simplify your flow

Data Source Type

Use Case

When to Use

Manual

For a predefined set of items that don’t require dynamic updates.

Ideal for static content or rapid setup with specific items.

Variable

Dynamically displaying items based on variable collections in Salesforce.

Suitable when list content reflects changing data from Salesforce records.

Picklist

Displaying a list of options defined in a Salesforce picklist.

Best for presenting a list of predefined options for selection.

Query

Fetching data based on a specific query, pulling various records or data points.

Ideal for complex data retrieval or when sourcing. Using a 'Get Records' collection is not necessary with this method, as the query itself is powerful enough to simplify your flow

Images can not be added to picklist value items.

Data Mappings

When using a dynamic data source for your Visual Picker, you must configure the Data Mappings section to tell the component how to create picker items from your data.

Think of it like a translator: Data Mappings ensure the correct information from your Salesforce data.

Why are Data Mappings Important?

Without data mapping, the Visual Picker wouldn't know which part of your data to use. This could result in the Visual Picker showing incorrect or irrelevant information.

How Do Data Mappings Work?

In the Data Mappings section, you'll establish the connection between your Salesforce data fields and the corresponding List attributes. By selecting which field maps to which attribute (for example, the "Account Name" field to the "Title" attribute), you ensure each item accurately displays the correct information from your Salesforce data.

Changing the Properties

Selecting Radio or Checkbox type

The type attribute allows you to define how the input selection should behave. To allow users to select more than one option, use checkboxes instead of radio buttons.

Selection Range Customization

The Visual Picker components now include a 'Selection Range Customization' feature, enhancing your control over item selection. This feature allows you to define minimum and maximum selection limits, particularly useful when utilizing the Checkbox Type.

By setting these parameters, you can precisely manage the number of options a user can select, ensuring adherence to your specified range and enhancing the accuracy of data collection or user input.

Setting a Ratio

You can access various ratio values to decide how to dispose of your items.

Choosing a Variant

The Variant attribute lets you decide the appearance of an item when selected.

Adding Interactions

Interactions define what happens when users interact with the visual picker component. A list of interactions is available.

Here are the available interactions for the visual picker component:

On Change: The event fired when the slider value changed.

Accessing the selected value

You can reference the attribute to use the selected value from the Vertical Visual Picker in your flow. This attribute holds the currently selected item(s) from the picker.

Example:

In your flow: After the Vertical Visual Picker component in your flow, add a Display Text component.
Configure the Display Text component: In the 'Value' field of the Display Text component, use the formula {!Visual_Picker.value} (replace "Visual_Picker" with the actual API name of your Visual Picker component).
Run the flow: When you make a selection in the Vertical Visual Picker, the Display Text component will show the selected value(s).

Key Points:

Data Type: The value attribute's data type depends on your Visual Picker's configuration:
- Single Selection (Radio buttons): The value will be a single value (e.g., the ID or label of the selected item).
- Multiple Selection (Checkboxes): The value will be a list of values (e.g., an array of IDs or labels of the selected items).
valueCollection and valueCollectionSerialized:
- valueCollection: When selected, the value attribute will give you a list of the selected items' values. This is helpful if you need to use those values in other parts of your flow.
- valueCollectionSerialized: When this is selected, the value attribute will give you a text version of the list of selected items, formatted like this: ["Banking","Biotechnology","Chemicals"]. This format is helpful if you need to store or send the selected data in a specific way.
Further Processing: You can use the retrieved value in subsequent flow elements for further processing, decision-making, or data updates

Styling

The Styles panel lets you customize the look and feel of your Visual Picker to match your design preferences. Here are the key styling options you can adjust:

Layout and Spacing

Margin: Control the space around the Visual Picker.
Size: Choose the overall size (small, medium, or large) to fit your content best.

Text and Typography

Header: Adjust the color, font size, style, and weight of the label text.
Figure Title & Description: Customize the appearance of the figure title and description text.
Title & Description: Customize the appearance of the main title and description text, including an option to limit the number of lines displayed for the description (line clamp).
Tag: Control the font, border, and line height of any tags within the Visual Picker.

Visual Elements

Avatar: Choose how to align avatars within the picker (top, center, bottom).
Background: Set the background colors for normal, hover, and selected states.
Border: Customize the appearance of the border surrounding the Visual Picker items.

By experimenting with these options, you can create a Visual Picker that perfectly complements your application's design and enhances user experience.

Examples

Last updated 2 days ago