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Customize Problems and Goals
You can customize problems and goals in Lightning Experience by editing the corresponding page layouts. In Salesforce Classic, use field sets to change the delivered pages. With field sets, you can add custom fields or change the order of existing fields on the pages used to create problems and goals.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
Customize the fields that show up on the pages care coordinators use to create problems and goals for the care plan. Problems and Goals are both custom objects, and you can add custom groupings of fields by using Salesforce field sets. A field set is a grouping of fields you create and then add to an object.
After you create the field sets, you add them to the default field set for that object in the Custom Labels page. For example, to add fields to the Problems page, you modify the default FieldSet for Problems.
- From Setup, open the Object Manager, and click the custom object whose actions you want to manage, and then go to Field Sets.
- Click New.
- Enter a Field Set Label.
- Optionally, enter a name for your field set.
- In the Where is this used? area, provide a brief description of which pages use the field set, and for what purpose. This information helps a subscriber understand where and how an installed field set is being used, so that they can populate it with their own fields
- Save your changes.
-
To add fields to the field set, drag the fields from the object palette and drop them
into the Available for the Field Set or the In the Field
Set container. The fields in the In the Field Set
container are visible by default.
Note In the field set, you can span to fields that reference multiple objects. When you span a field into a field set that references multiple objects, the only field you can span into is the Name object.
You can drag a field from one container to the other. The vertical order of the In the Field Set list indicates the order of how the fields render on pages.
-
To remove a field from the field set, drag the element back to the object palette, or
click the
icon next to the
element.
-
To make a field required, double-click the element or click the wrench icon (
) next to it and select the
Required checkbox.
Note
―Indicates that the field is required and must have a value to save the
record. -
Save your work.
Note If you choose to add custom values in the Category picklist of Care Plan Problem, you need to replicate those values in the Category picklist in Care Plan Template Problem as well. If the value sets of these two picklists aren’t in sync, you get an error when you create a care plan problem using a template with a custom category value.
