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Add Data Attributes
You can create data attributes to store information from a client. The Request Insurance Proof service process has predefined data attributes. Create more data attributes to suit your business requirements.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To set up the Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
| To use Request Insurance Proof service process: | Industries Service Process, Industry Service Excellence, Omnistudio, Case, Service Catalog Request objects Read, Create, Edit, Delete, View All Records AND FSC Insurance AND Financial Services Cloud Extension OR FSC Sales OR Financial Services Cloud Basic OR Financial Services Cloud Standard |
- In Setup, in the Quick Find box, enter Service Process Studio, and then select Service Process Studio.
- Edit a service process or create one.
- Select Data Attributes, and then click New Data Attribute.
- Enter an attribute name and an API name.
- Select an attribute type.
- Select a data type.
- If needed, select a parent attribute.
- If needed, enter a default value and description.
- To make this attribute mandatory for record creation, select Required.
- Click Add.
- Save your changes.
