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            Select Custom Fields to Use for Sample Inventory Management

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            Select Custom Fields to Use for Sample Inventory Management

            Use field sets to define and manage your custom fields based on your specific business needs. First, create custom fields. Then, add them to field sets to show them for the inventory count assessment types, inventory operation types, and disbursement process. You can't use standard fields for Sample management field sets. Life Sciences Cloud for Customer Engagement doesn't provide field sets out of the box.

            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 edit field sets: Customize Application
            1. From the object management settings for Inventory Operation, go to Field Sets.
            2. Next to Adjustment, click Dropdown, and click Edit.
            3. Move the fields that you want to show to the In the Field Set list.
            4. Save your changes.
            5. Repeat these steps for the Disbursement, Transfer in, Transfer out, Return, and Return to Sender field sets.
            6. From the object management settings for Inventory Count Assessment, select the fields for the Ad Hoc, Audited, Initial, and Periodic objects.

            See Also

             
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