Indicator Bundle Items

Setting up the Indicator Bundle Items

The Indicator Bundle Items link an Indicator Item to an Indicator Bundle. This allows you to set up different bundles that will display at different times or for different sets of users, but re-use the same Indicators on multiple Bundles.

• Edit the Settings in CMDT:

  • Navigate to Salesforce Setup > Custom Metadata Types
  • Scroll to Indicator Bundle Items and click Manage Records
  • Click Edit next to the Indicator Bundle Item you want

• Or alternatively:

  • Navigate to the Indicator Settings Tab
  • Click the link on the Indicator Bundle Item you want to edit.
  • Click the link on the Indicator Bundle Item Object to go to the list of Indicator Bundle Item and add new Custom Metadata records.

Prerequisites

• Have an Indicator Bundle already set up.
• Have an Indicator Item already set up.

Create the Indicator Bundle Item

Field	Example Value	Description	Tip
Label	Contact Default Mobile	Give it a descriptive name	Include the Object Name
Indicator Item Name	Contact_Default_Mobile	The API name
Indicator Bundle	Contact Default	Choose the Indicator Bundle from the List
Indicator Item	Contact Mobile	Choose the Indicator Item from the List
Order	10	The Order this Indicator will appear in the Bundle

Tips

• Type part of the name in the lookup fields and it will auto complete them on Save
• Use increments of 10 or more when setting up the Order, so you can add new Indicators in between without re-ordering the whole bundle. Eg 10, 20, 30, then add a new Indicator at 14 later.