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Show Additional Product Information in the Hierarchy View
Help users to get more context about the products when they work in the hierarchy view. Select standard or custom fields to show in the hierarchy view.
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: | Life Sciences Commercial Admin permission set |
The product hierarchy view shows only the name of the product by default. However, you can enhance the display by selecting standard or custom fields to show in the hierarchy.
Note To configure a custom field that shows additional product details, add a text field or
formula field on the Life Science Marketable Product object.
- From the App Launcher, find and select Admin Console.
- Select Product, and then select Product Configuration.
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In the Create a Field for Additional Product Details section, click Go to Object
Manager.
Alternatively, from the Object Manager, go to the Life Science Marketable Product object.
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To add a custom field, select New.
- Select Text as the field type, and click Next. Alternatively, select a formula field that evaluates to text. Select a formula return type and enter the formula.
- In Field Name, enter a name of your choice as the API name. For example, enter LSCAdditionalProductDetails.
- In Field Label, enter a label of your choice.
- Confirm that Auto add to custom report type is selected.
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Enter the maximum length of the value in the text field.
Alternatively, select a formula field. Select a formula return type and enter the formula.
- Click Next.
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Select the profiles for which you want the custom field to be visible.
Confirm that the checkboxes next to Add Field and Life Science Marketable Product are selected.
- Save your changes.
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Show additional fields in the product hierarchy.
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On the Product configuration page, in Life Science Marketable Product Field Name, select
the field you want to show.
Select the custom field that you created or any standard field on the Life Science Marketable Product object.
- Save your changes.
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On the Product configuration page, in Life Science Marketable Product Field Name, select
the field you want to show.
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