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These docs are for v2.51. Click to read the latest docs for v2.208.

Components

Manage and create Components

Components are visual elements which have specific functionality which can be included in Pages and Templates. Components are divided into the follwing types:

  • List: it shows a list of records.
  • Record: it shows and enables editing a current, specific record.
  • Widget: it allows creating a custom Component

Platform Plugin Components

Platform Plugin Components are the Components which can be used to connect Fielo PLT and Fielo CMS Fielo Sites together.

  1. From Plugins, click Dropdown menu> Active plugins> Platform Plugin.
  2. Components library:

a. List Components:

ComponentDescription
CatalogIt shows Rewards from the Program related to the Site (for public Pages) or the Program connected to a Member (for Member-login required Pages). When logged in, Members can only access Rewards corresponding to their Segment, filtered by their available Points. In both cases, Rewards stock has to be greater than zero.
Redemption itemsIt enables Members to see their Redemptions.
TransactionsIt shows a list of Transactions related to Members.

b. Record Components:

ComponentDescription
AccountIt allows Members to see, edit and include their details (E.g. Name, Points, etc.).
Redemption detailIt shows details from a specific Redemption.
RegisterIt allows Members to register as Individual Members within a specific Program. reCaptcha validates all data included during the registration process. Register Component includes the following fields and values:
1. Account CRM mode:
Person Account: a new Salesforce Person Account is created. Only if Salesforce function is enabled in the ORG.
Standard Account: a new Salesforce Standard Account is created.
Defined Account: a new Salesforce Contact is related to a Salesforce Account selected in the Component.
2. Account CRM Owner:
User: an active Salesforce User who has a System Administrator profile and role. and is Account Owner of the new Salesforce Account created during registration.
3. Program:
Program where Members register to.
Reward detailIt shows details from a specific Reward.
WelcomeIt shows the Account Component (see above) already preconfigured to show the User name (E.g. Hello "User name"!). The default message can be changed and other Member fields can be included in the message.

c. Widget Components.

ComponentDescription
AgreementIt shows the Agreement which has Current status and that belongs to the Program the Fielo Site is connected to (See Agreement).
Register Step 2It enables to decide which fields to complete during Step 2 of Member registration. It also allows Members to choose their password. For the registration process to work properly, the corresponding Program (See Programs) must include the following fields and values:
User Creation Class: FieloPLT_UserCreation.
Register Step 2 Page: Register 2 (Page created with Register Step 2 Component).
Site URL: Site domain established in Fielo Sites (See Fielo Sites).
Shopping CartIt shows a Rewards list to manage their check out process. The field Redirect page should point to a Page which includes a Redemption Detail Component.

Fielo CMS Components

Fielo CMS Plugin Components are the Components used to create Content elements for a Fielo Site.

  1. From Plugins, click Dropdown menu> Active plugins> Fielo CMS.
  2. Components library:

a. List Components:

ComponentDescription
Filter by CategoryIt shows the Categories of the Program related to the Site (for public Pages) or the Program connected to the Member (for Member- login required Pages). It filters Rewards from Catalog.
Filter by TagIt shows the Tags of the Program related to the Site (for public Pages) or the Program connected to the Member (for Member- login required Pages). It filters the Rewards from Catalog.
NavigationIt allows you to show the item belonging to a Navigation group.
PostIt shows a list of articles.
MediaIt shows a list of Media elements (images).

b. Record Components:

ComponentDescription
Media recordIt refers to a specific Media element.
Navigation recordIt refers to a specific Navigation element.
Post recordIt refers to a specific Post element.

c. Widget Components.

ComponentDescription
ContentIt shows custom Content to be included in the Site.
LoginIt allows you to access the Site.

Create Components

New, custom Components can be created so as to perform a particular operation not covered by any existing Platform Plugin or Fielo CMS Component.

  1. From Plugins, click Dropdown menu> Local> Component Library> New.
  2. Choose Component type.
  3. Complete the following information:

Information section

FieldDescription
NameComponent name.
DescriptionComponent description.
IconComponent icon.
Available iconsIcons available to include in the Icon field.

Business logic section

List components

FieldDescription
LayoutsIt allows you to choose the available views for the Component.
VisibilityIt enables to choose the Component visibility for Members.
Component typeIt shows the kind of Component that is created.
ObjectIt shows all Salesforce available objects.
Data classIt enables you to choose a class, by means of reflection, whose logic retrieves information.
Component fieldsIt shows all Salesforce fields. When chosen, they can be included within the Component.

Record components

FieldDescription
LayoutsIt allows you to choose the available views for the Component.
VisibilityIt enables to choose the Component visibility for Members.
Component typeIt shows the kind of Component that is created.
ObjectIt shows all Salesforce available objects.
Data classIt enables you to choose a class, by means of reflection, whose logic retrieves information.
Control classIt allows you to exercise control when saving a record.
Component fieldsIt shows all Salesforce fields. When chosen, they can be included within the Component.

Widget components

FieldDescription
LayoutsIt allows you to choose the available views for the Component.
VisibilityIt enables to choose the Component visibility for Members.
Component typeIt shows the kind of Component that is created.
View classIt shows the class whose logic can render the Component.
Component fieldsIt shows all Salesforce fields. When chosen, they can be included within the Component.

Look & Feel section

FieldDescription
CSS classesKeywords that are included in the HTML class attribute. Keywords must be separated by blank spaces.
  1. Click Save.

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