RenderDraw Documentation
  • About RenderDraw
    • What is RenderDraw?
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  • Diving deeper
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      • 2D
        • Part Finder
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            • Choose where you want to display your Product Catalogs
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          • Create Callouts for Parts
          • Utilize OCR to highlight callouts
          • Optionally show inventory or availability based on data
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          • Create a reusable, connected Datatable
        • Custom 2D App Development using Salesforce
        • 2D Admin Guide (Clicks, not Code)
          • Setting your object up for 2D visuals
          • Setup 2D Scene Settings for a record
          • Add a background image to your scene
          • Adding Droppable Areas and Drop Zones to a Scene
          • Adding Draggable Items to a Scene
          • Relating Components to Salesforce Data
          • Add a DataSource to a 2D scene to bind data
          • Adding Layout Drawing menu to your component (Floorplan & Spatial Drawing)
          • Linking your clicks to Actions / Flows
          • Visual Rules engine
          • Hover Actions and Popovers
          • Change your Layout Drawing visuals based on Salesforce Data in a DataSource query
          • Enable users to take snapshots
          • Show additional Drawings with your 2D Canvas
          • Use Color Selection to add clickable regions to your 2D Scene
          • Use OCR to add Clickable regions to your 2D scenes.
            • Enable Azure OCR in your Remote Site settings & Metadata
            • Add Layout Areas using OCR
        • Data interaction within a Flow
          • Modifying Canvas with APEX
        • 2D User Guide
          • Take a snapshot
      • 3D
        • Admin
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          • Examples
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          • Prior to getting started...
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        • Automatic Conversion in Salesforce
          • Integration User
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          • Essentials
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          • Initial Setup
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        • MeasurePro (iOS App)
          • Creating a Deep Link to Launch with Parameters
      • Interacting with RenderDraw using Lightning Messaging Service (LMS)
        • Canvas Element Hovered
        • Canvas Element Selected
        • Canvas Initialized
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        • Record Selected
        • Code Example of Listening to LMS Events
  • API Documentation
    • 3D Components API
      • Events (Aura)
        • EVT_Renderer_Context_Details_Closed
        • EVT_Renderer_Element_Added
        • EVT_Renderer_Get_CameraPositionandTarget
        • EVT_Renderer_Get_Hierarchy
        • EVT_Renderer_Loaded
        • EVT_Renderer_Mesh_Selected
        • EVT_Renderer_Mesh_Selection_Cleared
        • EVT_Renderer_Select_Component
        • EVT_Renderer_Screenshot_Taken
      • Components (Aura/LWC)
        • 3D Interaction Canvas (LWC)
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    • 2D Components API
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      • 2D Scene Director
    • Universal Components Used throughout the Suite
      • dynamicContentComponent_treeGrid
    • Data Objects used throughout the Suite
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  • 👬Digital Twin
    • Digital Twin App
      • Setup
        • Steps to Setup Digital Twin Capabilities
        • RenderDraw Relationship Settings
        • Embedding Digital Twin Components
      • Asset Search
      • Digital Twin LWC Component
        • Custom Component Interaction with Renderer
        • Digital Experience Tips and Tricks
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  2. Use Cases
  3. 2D
  4. 2D Admin Guide (Clicks, not Code)

Change your Layout Drawing visuals based on Salesforce Data in a DataSource query

PreviousHover Actions and PopoversNextEnable users to take snapshots

Last updated 1 year ago

Need to modify the color or opacity of a Layout Area for a particular Dataset? Here's how! Prior to this, ensure your Layout Areas are linked to their Salesforce Records. This is how we match your data to your visuals in 2D. Additionally, you can also pass a canvas item to load data into the Component


​

1. From your 2D scene, Click on Environment Options

2. Click on Menu Options

3. Check Show Data Source Menu. This allows us to edit the Data Source query.

4. Optionally, Click on Show Edit Data Source Menu Button to non-admin Users to add a DataSource button to the menu bar (non admin as well)

5. Click on Update

6. Now we see a new menu item. Click on Data Source

7. Click on Edit Data Source for this Record

8. Here's where we get the Salesforce records to act on. Let's choose an object. Click on Select an Option

9. Today we'll use Product

10. Now we select fields. For this case, we just need to check for active products which will be done in the filters section.

11. Click on Product Name so we can see which products are active.

12. Click on Move selection to the selected field

13. Now let's add our conditions to pull records back. Remember we only want active products for this example. Click on Add Condition

14. Select a resource (field) from the query

15. Click on Active

16. Select your operator, in this case we want active products, so Click on Equals

17. Check Value… True

18. Click on Verify Query to see the results.

19. The results appear in a datatable to the right. Looks Good!

20. Click on Update to go back

21. Now let's do something with this. Remember DataSource queries are run when the component(s) are loaded. Click on Layout

22. Click on Areas

23. Click on Show menu

24. Click on Related Actions

25. Click on DataSource Actions

26. We have options here. If the items added to the screen are in the resulting data query (linked Area to record that is returned) we call these actions

27. To Add an option, click the plus

28. For this example, let's change the color

29. We pick a color

30. Click on Done

31. Now let's add a color if the product is not active in the query results. Click on Elements Not In Results

32. Click on Show menu

33. Click on Change Color

34. Choose the color

35. Click on Done to apply.

36. Click on Save to push the changes to the component.

37. Remember to Save your settings. After following these steps, the active product-related areas will be Green, while those not in the result from the data source query will show a red overlay.

From your 2D scene, Click on Environment Options
Now we see a new menu item. Click on Data Source
Check Show Data Source Menu. This allows us to edit the Data Source query.
Click on Menu Options
Click on Update
Click on Edit Data Source for this Record
Here's where we get the Salesforce records to act on. Let's choose an object. Click on Select an Option
Today we'll use Product
Now we select fields. For this case, we just need to check for active products which will be done in the filters section.
Optionally, Click on Show Edit Data Source Menu Button to non-admin Users to add a DataSource button to the menu bar (non admin as well)
Click on Product Name so we can see which products are active.
Now let's add our conditions to pull records back. Remember we only want active products for this example. Click on Add Condition
Select a resource (field) from the query
Click on Active
Click on Move selection to the selected field
Select your operator, in this case we want active products, so Click on Equals
Check Value… True
Click on Verify Query to see the results.
Click on Update to go back
The results appear in a datatable to the right. Looks Good!
Now let's do something with this. Remember DataSource queries are run when the component(s) are loaded. Click on Layout
Click on Show menu
Click on Areas
Click on Related Actions
Click on DataSource Actions
To Add an option, click the plus
We have options here. If the items added to the screen are in the resulting data query (linked Area to record that is returned) we call these actions
For this example, let's change the color
We pick a color
Click on Done
Now let's add a color if the product is not active in the query results. Click on Elements Not In Results
Click on Show menu
Choose the color
Click on Change Color
Click on Done to apply.
Click on Save to push the changes to the component.
Remember to Save your settings. After following these steps, the active product-related areas will be Green, while those not in the result from the data source query will show a red overlay.