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          Backport the Expand All Button in the Care Plan Component

          Backport the Expand All Button in the Care Plan Component

          Care managers can click the Expand All button to instantly display a care plan's entire hierarchy including the problems, goals, interventions and their underlying elements. However, if you want care managers to expand and display specific care plan elements as needed, configure the flexcards with the correct integration procedures.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions

          User Permissions Needed
          To update flexcards: Omnistudio Admin

          To enable users to expand care barriers in a care plan, follow the steps below.

          1. From the App Launcher, find and select OmniStudio FlexCards.
          2. Open and clone the flexcard for the care plan element you want users to expand.
            1. To enable users to expand conditions, clone the IndustriesHCHealthConditionView flexcard.
            2. To enable users to expand goals, clone the IndustriesHCCarePlanGoalAssignmentView flexcard.
            3. To enable users to expand care barriers, clone the IndustriesHCCareBarrierView flexcard.
          3. Open the cloned flexcard and on the right panel, click Setup.
          4. In the Data Source section, select Integration Procedures as the data source type.
          5. In the Name field, enter the name of the integration procedure from which you want to source the care plan data.
            1. For conditions, enter GoalAssignmentsActionPlans_UnderHealthConditions.
            2. For goals, enter GoalsNested_ActionPlans.
            3. For care barriers, enter GoalAssignmentsActionPlans_UnderCareBarrier.
          6. If you're backporting the expand all button for care barriers, navigate to the Input Map section.
          7. Add a new careBarrierId key with the value {Id}.
          8. Save your work.
           
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          Salesforce Help | Article