Exceptions (Grid) Component

[JodieM]

I have been working on an Exceptions (Grid) Component which is a sibling to Indicators...

Why:

• The idea came from preparing a record to send out for Contract documents (via Conga or Drawloop etc). I want a list of ALL the fields that are in use in the Contract (set via CMDT) and then as the users fill in the fields, the fields drop off the Exceptions grid. The remaining fields showing need to be filled in or the Contract will not be correct.
• Another reason to use it is for an Integration - before you click the button to send that record over to another system for integration, quickly scan the grid for exactly what data will be going over (yes, you could custom build this in a Flow using Datatable, but then you have to maintain the Flow, and Flows are a bit slow to load).
• There are definitely ways to do this with formulas but as there are so many fields on a Contract it is so very hard to maintain these formulas. So I created 10 checkbox formulas for groups of fields (eg Address fields, Money fields), and even that was hard to maintain and did not tell the users exactly which field is missing.

Usage:

• So my Exceptions grid has a list of the fields, a reason as to why they need to exist, and a rule to say they Must be entered, or Must be Greater than 0 or similar.
• This component is designed to be displayed on it's own tab if there are many fields, or it could be displayed visibly on the page, if there are just a few entries in the grid. Ideally when we get the Dynamic Actions Button Bar (which seems to have been forgotten about by Salesforce) then you would display the grid near the button to do the next thing.
• The component should have a default value of showing ALL fields or Exceptions Only, and then have a dropdown on the component to switch between the two views

Code:

• This is a video of where I got to https://www.loom.com/share/134f735582284161ae6ae92f240eb7fa?sid=4e5e6eb8-6943-492c-9b8a-9a5a2265871e

• The code is in the repo from ages ago, but it is not much help right now since the CMDT and the base code has come a long way, and we want to use the same CMDT, with maybe a few extra fields "Exception Message" and choose to display the Bundle as a grid.

• This is not an official part of the next sprint for Indicators, but a "stretch goal"

• See also some additional context in 3 Components #107

[JodieM]

See how another community member built a checklist component using a Flow https://www.linkedin.com/feed/update/urn:li:activity:7089050293610401793/