Progress Bar

Setting Up Your Barcode

What Determines Your Progress Bar's Value?

You have several options for how the progress bar displays its progress:

Determining Your Progress Bar's Value

You can set the value displayed by the Progress Bar component using one of the following methods:

Option	Description	Best For
Mapped	Directly link the progress bar's value to a single Salesforce field or a variable.	Simple scenarios where one value represents progress (e.g., a percentage field, number of tasks).
Advanced (Formula)	Define a custom formula to calculate the progress value, potentially combining multiple fields or variables.	Complex scenarios needing custom calculations or weighted progress across different criteria (e.g., average score, weighted tasks).
Query	Run a query to calculate or retrieve the progress value, often using aggregate functions (AVG, SUM, MAX, etc.).	Aggregating data across multiple records to determine progress (e.g., overall project completion based on individual task statuses).

Example Scenarios

• Sales Goal Progress:

  • Mapped: Link the bar to an "Amount Closed" field.

  • Advanced: Calculate progress based on "Amount Closed" divided by "Quota."

  • Query: Average the "Percent Complete" of all Opportunities in a specific stage.

• Customer Satisfaction:

  • Mapped: Display the value from a "Customer Satisfaction Score" field.

  • Advanced: Combine multiple survey response fields to create a composite score.

  • Query: Find the average rating across all customer reviews for a product.

Choosing the Right Option

How do you decide which method to use for setting your progress bar's value? Consider these points:

• For simple progress tracking: If your progress is represented by a single field or variable (like a percentage complete field), the Mapped option is the quickest and most straightforward choice.

• For custom calculations: If you need to combine multiple fields, apply specific weighting, or use custom logic to determine the progress value, use the Advanced (Formula) option.

• For aggregating data across records: If your progress value needs to be calculated by summarizing data from multiple records (like averaging task statuses for an overall project), the Query option offers the most flexibility and power

Choosing a Variant and a Theme

Variant and Theme attributes define the appearance of the Progress Bar indicator. The Variant lets you choose from Base to Circular.

Base VS Circular Variant

The theme attribute lets you define a specific theme for the Progress Theme. Styling settings for a theme can be overridden by using the Style Panel.

Adding an avatar

Using the attribute, an avatar can be added next to the Progress Bar, either on the left or right side. The avatar can be an icon from the Lightning Design System library or a custom image by uploading a custom image to the Image attribute.

Progress Bar with Avatar

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Adding Interactions

No interactions are available.

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Customizing Your Progress Bar's Look

The Styles panel lets you tailor your progress bar's appearance to match your design. Here's what you can customize:

• Size: Adjust the overall size of the progress bar (small, medium, large).

• Color Variants:

  • Base: The standard color scheme.

  • Alt Inverse: High-contrast for dark backgrounds.

  • Error: Indicates a problem or failure.

  • Info: Neutral color for informational displays.

  • Inverse: Light bar on a dark background.

  • Offline: Shows when the bar is not actively updating.

  • Success: Represents a positive outcome.

  • Warning: Indicates caution or potential issues.

• Specific Elements:

  • Value: Change the style of the numerical value displayed.

  • Label: Customize the appearance of any text labels.

How to Style Your Progress Bar

1. Open the Style tab for your progress bar component.

2. Choose the attributes you want to customize.

3. Select your desired colors, fonts, and sizes.

For detailed step-by-step instructions and advanced styling options, refer to our Styling Guide.

How to Apply a Gradient to Your Progress Bar

The Progress Indicator component lets you customize the appearance of your progress bar using gradients.

Here's how:

1. Locate the 'Completed color' Setting: Find the "Bar" style section in the Style panel. You'll see the "Completed color" attribute.

2. Apply Your Gradient:

   • Gradient Angle: Choose the direction of your gradient.

   • Gradient Colors: Define the colors you want in your gradient.

   • Color Positions: Indicate where each color should start and stop using percentages (%).

Example: If you want a gradient that transitions from red (0%) to yellow (50%) to green (100%), you will set those colors at their corresponding percentage positions