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Configure Field Settings for Display Columns

For any grouping object, you can configure existing Multi-Site field settings for table columns that are displayed on the group page by default, or you can add new fields to the table. To configure grouping objects, see the previous section.

Important
Important

When you create a custom field setting, only fields you have defined in the field setting are displayed. Other fields are not displayed in the column headers.

The Service Point List has the columns listed in the text that follows.

For example, the default set of fields that appear in the display columns for the Service Points table include:

  • ServicePoint.MarketIdentifier

  • Premises.StreetAddress

  • Premises.PostalCode

  • Premises.City

  • Service Point.UtilityProvider

  • Service Point.LoadProfile

  • Service Point.AverageMonthlyUsage

  • Service Point.VoltageLevel

Other grouping objects, such as Premises or Service Account, have different default fields.

To configure display columns using field settings:

  1. Log in to Salesforce.
  2. Go to Setup.
  3. Search for Custom Settings In the Quick Find box and launch it.

    The Custom Settings page is displayed.

  4. Go to Field Settings and click Manage to view the field settings.

    The Field Settings page is displayed.

    Field Settings is a subset of Custom Settings.
  5. Click New to add a new field or Edit to modify a field that is displayed by default.

    The Field Settings Edit page is displayed.

  6. Enter the following information.

    Field

    Description

    Name

    Enter the name of the grouping object field you want to add or modify an existing field.

    Feature

    Enter MultiServiceFields for the feature name.

    Field Name

    Enter the API name for the field. For example, the API field name for VoltageLevel field of the Service Point object is vlocity_cmt__VoltageLevel__c.

    You can reference fields of related objects using relationship notation. For example, to reference the City__c field from the Premises object on the Service Point tab, specify vlocity_cmt__PremisesId__r.vlocity_cmt__City__c. For details about relationship notation, see

    Inclusion

    When you check this option, the field is included as a column in the table. When you don't check this option, this field does not appear in the table.

    Is Editable

    This field is not used.

    Object Name

    Enter the object API name. For example, the name of the Service Point object is vlocity_cmt__ServicePoint__c.

    Sequence

    Enter the sequence in which you would like the field value to display.
  7. Click Save.

    The new field is added to the Field Settings list.