Konfigurere vurderingsoppgaver for viktige kontoansvarlige
Konfigurer vurderingsoppgaver slik at ansvarlige for viktige kontoer (KAM-er) kan spore og oppdatere strategiske initiativer som er knyttet til handlingsplaner, fra besøkspostsiden.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition med Life Sciences Cloud-lisens, Life Sciences Cloud for Customer Engagement-tillegg og den administrerte pakken Life Sciences Customer Engagement.
Nødvendig brukertillatelse
Endre Besøk-postsiden og konfigurer komponenten Relatert liste - Livsvitenskap:
Tilpasse program
Gå til Admin Console for å generere metadatabufferen:
Commercial Admin Life Sciences
Rediger Besøk-postsiden i Oppsett i Lightning-appbyggeren.
Dra komponenten Relatert liste - Livsvitenskap til siden.
Konfigurer disse innstillingene i komponentegenskapspanelet:
Objekt-API-navn: AssessmentTask
API-navn for feltsett: lsc4ce__RelatedList lsc4ce__AssessmentTaskListView
AssignedToId = '{userId}' AND Status != 'Completed' AND ReferenceRecord.Type IN ('ActionPlan') AND PartyReferenceRecordId IN (SELECT AccountId FROM Visit WHERE Id = '{recordId}')
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