You are here:
Customize the Task List View in the Console and Experience Cloud Site
Use field sets to customize task columns that appear in the Health Cloud console list view and for fields that display in patient or member sites.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
A field set is a grouping of fields you create and then add to an object. Health Cloud delivers two field sets that control what information appears in the task lists. The HcCarePlanTaskFields field set controls which fields appear on tasks listed in the patient or member site. The HC Task List field set controls the columns in the list view in the Care Plan tab of the console. Since these field sets are part of the Health Cloud managed package, you have limited editing options. You can change the order of fields in the field set or remove fields. To add fields, you must create a different field set and use it in place of the delivered field set.
- From the object management settings for Tasks, go to Field Sets.
- Select New.
- Enter a Field Set Label. This label is the name presented to subscribers who install the field through a managed package.
- The Field Set Name is autopopulated. Keep it as is.
- 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 use their own fields.
- Save your work.
-
Add fields by dragging them from the object palette 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; the vertical order
indicates the order of how the fields render on pages.
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, you can only span to the Name object.
Note The Experience Cloud Task List displays a maximum of five fields, regardless of how many you add to the field set. -
Remove a field by dragging the element back to the object palette, or click the
icon next to the
element.
-
Mark a field required by double-clicking the element or click its wrench icon
(
) and selecting the
Required checkbox.
- Save your work.
When you're finished creating the new field set to use in place of either the HcCarePlanTaskFields or HC Task List field set, update the configuration settings for Task field sets in Health Cloud Settings.
