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Create Field Sets and Custom Fields for Affiliation Settings
Create the necessary field sets and custom fields on affiliation objects that are required to configure affiliation settings in the Admin Console.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To create custom fields and field sets: | Life Sciences Commercial Admin permission set |
| Object | task | related admin console setting |
|---|---|---|
| Provider Affiliation | Create a field set to uniquely identify provider affiliation records. | Provider Affiliation Unique Field Set |
| Create a field set to show a list of columns in the table view of affiliations. | Provider Affiliation Columns Field Set | |
| Create a custom or formula field that stores value in hexadecimal format to show the color of connectors in the network view of affiliation. For example, #FF0000. | Connector Color Field | |
Create a custom or formula field that stores numeric values to show the thickness of connectors in the network view of affiliation. |
Connector Thickness Field | |
| Account | Create a text field to search for an account in the table view of affiliations. | Account Search Field |
| Provider Affiliation Product | Create a field set to filter provider affiliations in the network view of affiliations. To enable product filter in network view, add the Product field. You can also include Provide Affiliation fields in the field set. After you enable the Product filter, all the active products from the LifeSciMarketableProduct and the Product2 objects are shown the Product filter picklist in the Affiliation network view. |
Provider Affiliation Product Filters Field Set |
- Considerations for Affiliations Field Sets
Make sure your implementation is successful by reviewing the considerations for affiliation field sets. These field sets directly control the appearance and functionality of the affiliation views, such as the columns in the table view and the filters in the network view. Understanding these limitations beforehand helps you tailor the experience for your users.
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