June 2023

Separate Chart View

Introduced a new icon to create a separate chart View by clicking on any View > View Charts > Chart Views button on the Tables View page. You will have an option to switch between Integrated Charts and Chart Views.

Integrated Charts - The chart created using this button are designed for the specific View and are in sync with the specific View, so they will be affected if you modify the base View or the main View.

Chart Views - The chart View created using this button will act as a separate View, all the data for this View is taken from the base View, but this chart View will not be affected when the base View is modified.

• When you select the Chart Views button, it displays multiple fields to capture details and creates a new view, as shown below:

• On the bottom of right side bar, all the newly created chart views for the current View will be visible under the List of Views dropdown menu.

• You can open the Chart View by clicking on the icon beside the chart view.

• From the full screen chart view, you can go back to the Base View by clicking on the “Go to (View Name)” link on the top right side.

• The Chart View is a separate View created by choosing any desired columns from the base View or main View. However, the changes you made in the base View such as applying filter, will not affect the data in the Chart View. When you save changes in the base View, it will be reflected in the chart View.

• If you open a Chart View in a separate page, you can see the View name in the Base View field for which the Chart View is created.

  

• The Chart View can be accessed from the View drop down menu where you can switch between the Views.

• When you select a Chart View in switcher(View drop down):

  • You can only see Chart in the place of tables.

  • Go to Settings icon > Click the Edit View option > Click the Chart Config option to see the chart-related information you entered when you created the particular View.

  • You can refresh the chart View by clicking on the Refresh Records button.

    

• When you remove the column(s) or field(s) configured for Chart View from the Base View, then the system will display an error message as “One or more of the fields selected in the component is no longer available in the report.” You have two options to do in this scenario:

  • You can add the missing column or field to the Base View.
    or

  • Go to Settings icon > Click the Edit View option > Change the Chart Config details.

    

Flow Custom Actions

For a unique user experience, you can create a Flow or use the existing Salesforce Flow for Custom Actions in Tables. You can configure the Tables with Custom Actions and use them in various Views. Firstly, you need to define the Feature and then relate it to View(s) in which you want to use the necessary custom actions along with the View Feature. Based on the type (flow) of custom actions, you can configure the JSON.

• You can create a Flow from Setup > search and select Flows > Click the New Flow button > Create (OR) select an existing Flow from the Salesforce flows.

• The Admin user can configure various dynamic context variables such as userID, selectedRecords, language, etc.

• To see the JSON flow configuration for Custom Action,
  click Custom Action - Flow .

The following are the steps to create and implement custom actions on a configured View:

1. Copy the Developer name of the Flow.

2. Create the Feature and View Feature records with the required fields for flow action or use the existing ones.

3. Edit the Configuration field on both Feature and View feature records to configure the flow action with the JSON value and set the targetType attribute to Flow.
   Feature:

   

   View Feature:

   

4. Configure few other attributes from Tables such as selectedRecords and context data for handling more details on configuration.
   (To see the different attributes for Supported Target Configuration, click Custom Actions )

5. Click the Save button on Feature and View Feature records.

You can now verify the created Custom Action on the configured View from the following ways:

• Go to App Launcher > Avnio Tables > Tables Admin > search and select Object > choose the configured View > select the record(s) and hover on the Actions button to see the desired Custom Action.
  (OR)

• Click on the Object (Tables) tab > choose the configured View > select the record(s) and hover on the Actions button to see the desired Custom Action.

  

Load Multiple Tables

For a better user experience, user can now add multiple table components in a single lightning page. Various types of tables such as standard and custom object with default view as well as chart view can be loaded in a single page.

The default loading time is set to 3000ms, the user with the required permission can update it from Tables Configuration > Tables Loading Timeout.

Mandatory Fields Validation

The Chart View will now have the mandatory validation for fields and can be validated by clicking the Create View button.

Mandatory Y-axis field

On creating a Chart View, when you select any value other than 'Count' from the Aggregate Function drop down, the system will now mark the Y-axis field with a mandatory(*) symbol. This indicates that the Y-axis field is required for creating a chart view.

If you select the value as Count, the Y-axis field will be hidden from the Chart View panel.

Enhancement in Removing Filter Logic

Add multiple filters in Advanced Filter and apply some AND/OR logics between those filters, you can now remove any filter number from Filter Logic without changing the logic of the applied filter. Previously, when you remove any filter from the filter logic, the system was automatically changing the applied logics.
For Example:

The logic of the filters are applied in the below order on the Filter Logic.

(1 OR 2 OR 3 OR 4 OR 5 OR 6 OR 8 OR 9) AND 7.

When you remove any of the filter (8), the system will not change the logic of the filter as shown below,

(1 OR 2 OR 3 OR 4 OR 5 OR 6 OR 8) AND 7.