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Define a Field Set
This task is optional but recommended. If you don't define a field set, the State Model fetches all the fields in the base object. If the object has many fields, this can impact performance.
If you define a field set, you must include all the fields that the State Model and State Rules need. This always includes the state and type fields and usually includes the lookup fields. It includes all the fields that the State Rules will use. The field set must be named FieldsAvailableInRules.
Creating a FieldsAvailableInRules field set for a related object is also recommended. This always includes the field that links it to the base object and all the fields that the State Rules will use.
To create the FieldsAvailableInRules field set for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, click Field Sets, then click New.
- Specify the following settings:
Setting
Value
Field Set Label
FieldsAvailableInRules
Field Set Name
FieldsAvailableInRules
Where is this used?
Report Card State Model
- Click Save. The field palette appears.
- Drag the following fields into the In the Field Set box: Grade, Graded Contact, State, and Type.
- Click Save.
The needs of your state model determine your next task:
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If different State Models use different records of the same base object, Configure the Type Field.
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If necessary, configure new fields that determine states. For the example, Configure the Grade Field.
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If field values in related objects determine states, Configure a Lookup Field.
Then either Add State Model Components to an Existing Record Page or Add State Model Components to a New Record Page.
