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Program Management Module Managed Package
Customize Bulk Service Deliveries

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Customize Bulk Service Deliveries

Update Bulk Service Deliveries settings in Program Management Module to match your organization's needs.

Enable Bulk Service Delivery Active Filter

Filter the list of Program Engagements and Services in Bulk Service Delivery to show only active ones.

  1. From Setup, in the Quick Find box, enter Metadata, and then select Custom Metadata Types.

  2. In the row for Feature Gates, click Manage Records.

  3. From the View menu, select All.

  4. Edit BSDT Active Filter.

  5. Select Feature Active.

  6. Save your work.

The Bucketed Values custom metatdata types control what's considered active on Program Engagements and Services. Learn more in Add an Active Program Engagement Stage and Add an Active Service Status.

Create and Add Field Sets for Specific Services

Since not all services need the same information tracked, use field sets to display different fields for different services. For example, for a subsidized lunch service, you can add a field that indicates the type of meal delivered, while for your after school program you can add a field to track homework completion.

Note
Note The Time field type doesn't display in field sets.

Add the Service Delivery Field Set Field to the Page Layout

Before you create new field sets, make sure that the Service Delivery Field Set field appears on Service records.

  1. From the object management settings for Services, go to Page Layouts.

  2. Click Service Layout.

  3. If it's not there, drag the Service Delivery Field Set field on to the layout.

  4. Save your work.

Create and Add Field Sets

  1. From the object management settings for Service Deliveries, go to Field Sets.

  2. Click New.

  3. Enter a name and label for your field set. For example, Hourly Services and Hourly_Services.

  4. Enter where you plan to use the field set, such as the type of service.

  5. Save your work.
  6. Select the fields that you want to display in the field set.

  7. Save your work.

Select the Field Set on the Service Record

  1. From the object management settings for Services, go to Fields & Relationships.

  2. Click Service Delivery Field Set.

  3. Scroll down to Values and click New.

  4. Enter an API name that matches your field set name you created in Create and Add Field Sets. The words are separated by underscores. For example, Hourly_Services.

  5. Save your work.

  6. Click Edit next to the Value you just added.

  7. Remove any underscores from the Label field. For example, your Label field would be Hourly Services.

  8. Save your work.
  9. Navigate to the Service record that uses the field set you created.
  10. In the Information section, edit the Service Delivery Field Set, then in the picklist, select the name of the field set you created.
  11. Save your work.

Change the Fields on Bulk Service Deliveries

Add and remove fields on Bulk Service Deliveries to better fit your org.

While you can add other fields, we recommend that Client is the first field, Program Engagement is the second field, and Service is the third field. If your organization doesn't use the Client or Program Engagement fields, the same order applies, minus that field. Never remove the Service field.

Note
Note Users have to complete the Client and Program Engagement fields if they are present. If your organization doesn't use the Client or Program Engagement fields, remove them from the field set.
  1. From the object management settings for Service Deliveries, go to Field Sets.

  2. Click Bulk Service Deliveries.

  3. Drag fields to and from the palette and In the Field Set.

    Important
    Important Don't remove the Service field. For information about fields for Household Account, custom object, or Organization Account, see Customize Recipients on Bulk Service Deliveries.
  4. To make a field required for users to complete, click Wrench icon next to the field, then select Required.
  5. Save your work.

Customize Creating Program Engagements from Bulk Service Deliveries or Service Schedules

Users can create a Program Engagement when creating an individual or group Bulk Service Delivery or when creating a Service Schedule.

Simply select New next to Can't find the right participant?. Customize the fields to reflect how your organization uses Program Engagements.

  1. From the object management settings for Program Engagements, go to Field Sets.

  2. Click CreateProgramEngagement.

  3. Drag fields to and from the palette and In the Field Set.

  4. To make a field required for users to complete, click Wrench icon next to the field, then select Required.

  5. Save your work.

 
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