Create Formula Fields

Add a Static Resource

Next, you create a field on the Travel Approval object that shows a visual indicator (that is, image file) based on the value of the Status field. For example, one image displays for Rejected approvals and a different image for Approved approvals. This provides a quick and simple way for users of the system to get an indicator of the status of a travel approval.

First, you need to upload a zip file to your Salesforce environment that contains all the images you use. You should have a file titled StatusImages.zip that is part of the files you downloaded at the beginning of the badge. Upload that zip file as a static resource file in Salesforce.

1. Click the Home tab to navigate back to the main setup page.
   
2. From Quick Find, search for and select Static Resources.
   
3. Click New.
   
4. Enter these values for your static resource:
   
   • Name: StatusImages
     
   • File: StatusImages.zip
     
   • Cache Control: Public
     

5. Click Save. 
   

Add a Field

Next, create a new field on the Travel Approval object to show an image based on the Status field. Salesforce has a formula field data type that can be used for this.

1. Click the icon next to the Object Manager tab. This provides a shortcut to the Object Manager for the recent objects you have edited.
   
2. Select Travel Approval.
   

3. Select Fields & Relationships.
   
4. Click New
   
5. Select Formula data type.
   
6. Click Next.
   
7. Enter these values:
   

• Field Label: Status Indicator
• Field Name: Status_Indicator (This automatically gets sent when you tab out of the Field Label field.)
  
• Formula Return Type: Text
  

8. Click Next.
   
9. Copy and paste the following formula into the formula editor.
   

IF( ISPICKVAL( Status__c , 'Approved') , IMAGE("/resource/StatusImages/thumbs-up.png", "Accepted", 20, 20),
IF ( ISPICKVAL( Status__c , 'Rejected'), IMAGE("/resource/StatusImages/thumbs-down.png", "Rejected", 20, 20),
IMAGE("/resource/StatusImages/draft.png", "In-Process", 20, 20)))

10. Click Next, Next, and Save.
    

Congratulations, you now have a new field Status Indicator setup on your Travel Approval object. In the next step, you learn how to automate your application with Flow Builder.