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            Create a Ratings Layout

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            Create a Ratings Layout

            In the Life Sciences Cloud for Customer Engagement web and mobile app, rating layouts visually represent ratings on an account's record page. Create a rating layout and add rating fields at various levels, including account, territory, product, team, or address. These layouts make sure that users see only the ratings relevant to their role and permissions.

            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 set up and configure Ratings: Life Sciences Commercial Admin
            1. From the App Launcher, find and select Life Sciences Commercial.
            2. Click Admin Console
            3. In the Life Sciences Customer Engagement Setup page, click Ratings.
            4. On the Ratings Layouts page, click New Layout.
            5. Enter the name for your layout, and click Create.
            6. Enter the details for a new rating.
              1. In the layout builder, click Create Ratings icon. next to the Ratings label.
              2. From the dropdown list, select the object the rating applies to.
                For example, Account, Territory, Product or Team.
                Note
                Note For team-based ratings, if a user belongs to multiple groups, you can ensure a specific group's ratings remain visible by populating the PrimaryUser field in the UserAdditionalInfo object.
              3. In the Display Type section, choose how the rating should appear on the layout.
                Based on your selection, a dialog box shows additional options, such as Field, Show Percentage Change, Ranges, or Format.
              4. Complete the required fields, including the source field and a custom name for the rating.
              5. Save your changes.
            7. Add fields from the selected object to the ratings layout.
              1. To add the fields to the layout, click the available fields listed under the Ratings section in the pane.
              2. On the layout canvas, drag and position the rating cards on the layout as needed.
              3. Hover over the rating card and click Ratings resize icon. to adjust its size.
              4. When you add product ratings, they appear grouped under the Ratings column at the bottom. The layout supports one column per product.
                Similarly, drag and arrange team ratings within the appropriate column in the layout.
            8. Reorder columns within the ratings card.
              1. Hover over the section you want to rearrange.
              2. Click Life Sciences Cloud for Customer Engagement app gear icon..
              3. Drag the columns to reposition them as necessary.
              4. To close the configuration pane and return to the layout builder, click Ratings collapse icon..
            9. To remove a rating from the layout, click Ratings close icon. on the rating card.
            10. Save your changes.

            The layout is created in the admin console. Next, configure object schema to activate supported objects for Ratings and generate a metadata cache to make this layout available in the mobile app.

             
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