Displaying a List of Unclosed Cases as Cards

Do you have Reporting?

This example will only work if you also have the Reporting add-on (with a valid license) installed on your instance.

For more information on Reporting, consult the Reporting for step-by-step guidesRecipes and Macro Reference.

This guide will show you how to use Salesforce Reporter to display a list of unclosed Salesforce cases and format them as cards so that the information is more easily viewed.

This example is also available as a wiki markup recipe in the Salesforce Reporter page under the Notes section.

Ingredients

Add-ons

Connector for Salesforce.com and Confluence, Reporting

Platform

Macros
Suppliers

Guide

  1. Create a Report Block macro.

  2. Within that Report Block macro, create a Salesforce Reporter macro.
    Since we want to show Salesforce Cases, edit the macro and enter "Case" for the Object.

  3. Within the Salesforce Reporter macro, create a Text Filter macro.
    For the Key field, enter "sf:Status" (this uses the Salesforce Supplier):



    For the Exclude field, enter "Closed".

     

  4. Now, within the Report Block macro, and under the Salesforce Reporter macro, create a Report Body macro.
    Edit the macro and ensure that the Injected checkbox is ticked.

  5. Within the Report Body macro, create a panel macro.
     
  6. Within the panel macro, type in the following Parameter Injection:

     
  7. Below that, create a table with two rows and four columns and format it like this:











  8. Now fill in the cells with the following text and Parameter Injection:

    Type

    %sf:Type%

    Reason

    %sf:Reason%

    Priority

    %sf:Priority%

    Origin

    %sf:Origin%



  9. Your macros should look something like this:

     

  10. Save the page and check the results.



Notes

For more information regarding Reporting keychains, consult the Understanding Key Concepts page and Supplier Keychains page.


Result

You should have something that looks like this: