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Nonprofit Case Management (Managed Package) Documentation
Customize Incidents

Customize Incidents

Create custom fields to display on the Incident component on a Contact record.

  1. In Setup, create your custom field on the Case object.

    1. Make sure the field is Visible to the appropriate Profiles.

    2. Make the field available on the Incident Layout.

  2. Add the custom field to the Incident page layout.

    1. Click Case Page Layouts.

    2. Click Incident Layout.

    3. Find the custom field you added.

    4. Drag your custom field onto the page layout.

    5. Click Save.

  3. Add your field to the Incident Detail field set.

    1. Click Field Sets.

    2. Click Incident Detail.

    3. Drag your field into the field set. 

    4. Click Save.

 
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