---
schema_version: "1"
id: 6c93e63cd5483cd1f4e7f42c982a26a6ec84fc3afe25c917b10de703d8f5bccb
title: Customize Case Plan Goals and Action Items
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_config_caseplan_viewer.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f4f087270446dd6cd6180907f77febe55bb54700aac6eb027f24510b958ba58
description: Customize the Goal and Action Item fields on a Case Plan.
products:
  - Nonprofit
release: "264"
---
# Customize Case Plan Goals and Action Items

Customize the Goal and Action Item fields on a Case Plan.

The fields available on a Goal created from a Goal Template or an Action Item created from an Action Item Template are determined by Field Sets. By default, new Goals and Action Items use the Case Plan Viewer field set. You can add fields to that field set, but keep in mind that those fields will show for all Goals and Action Items using the Case Plan Viewer field set. Alternatively, you can create your own field sets and apply them to specific Goal or Action Item Templates, so that records created from those templates show only the relevant fields.

- **[Customize Goals on Case Plans](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5)**  
    Create custom fields to display on Goals on a Case Plan.
- **[Configure Action Items on Case Plans](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5)**  
    Create custom fields to display on Action Items on a Case Plan.
- **[Create and Add Field Sets for Specific Goals or Action Items](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5)**  
    You can add field sets that apply to specific Goals or Action Items. Click Setup gear icon, then click Setup.

## Customize Goals on Case Plans

Create custom fields to display on Goals on a Case Plan.

1. In Setup, [create your custom field](https://help.salesforce.com/articleview?id=adding_fields.htm) on the Goal object.
    
    1. Make sure the field is Visible to these Profiles: Case Manager: Salesforce, Case Manager: Salesforce Platform, and System Administrator.
    2. Add the field to the Goal Layout.
2. Add the custom field on the Goal page layout.
    
    1. Click **Page Layouts**.
    2. Click **Goal Layout**.
    3. Drag your custom field into the page layout.
    4. Click **Save**.
3. Add the field to the Case Plan Viewer field set.
    
    1. Click **Field Sets**.
    2. Click **Case Plan Viewer**.
    3. Drag your custom field into the field set.
    4. Click **Save**.

## Configure Action Items on Case Plans

Create custom fields to display on Action Items on a Case Plan.

1. In Setup, [create your custom field](https://help.salesforce.com/articleview?id=adding_fields.htm) on the Action Item object.
    
    1. Make sure your field is Visible to these Profiles: Case Manager: Salesforce, Case Manager: Salesforce Platform, and System Administrator.
    2. Add the field to the Action Item Layout.
2. Add the custom field to the Action Item page layout:
    
    1. Click **Page Layouts**.
    2. Click **Action Item Layout**.
    3. Find the custom field(s) you added.
    4. Drag your custom field(s) onto the page layout.
    5. Click **Save**.
3. Add a field to the Case Plan Viewer field  set:
    
    1. Click **Field Sets**.
    2. Click **Case Plan Viewer**.
    3. Drag your custom field into the field set.
    4. Click **Save**.

When you view the Case Plan Viewer, you will see your custom Goal and Action Item fields.

![Case Plan Viewer with custom Action Item and Goals fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/customfields.png)

## Create and Add Field Sets for Specific Goals or Action Items

You can add field sets that apply to specific Goals or Action Items. Click Setup gear icon, then click Setup.

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. In the list of objects, select either **Goal** or **Action Item**, then click **Field Sets**.
4. Click **New**.
5. Enter a label and name for your field set. For example, Financial Goals and Financial\_Goals.
6. For “Where is this used?”, enter where you plan to use the field set. For example, Use this field set on goal templates to determine which fields a Case Manager must enter when creating a goal for the Financial Literacy Program.
7. Click **Save**.
8. Select the fields that you want to display in the field set. For example, for a Financial Goals field set, you might have created a field called Target Credit Score or Relevant Financial Principle that you want to include in your field set.
    
    ![Showing the Financial Goals field set with the fields Goal Name, Status, and Relevant Financial Principle](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/new_field_set.png)
9. Click **Save**.

Next, add the field set as a value in the Field Set picklist on a Goal or Action Item template. See [Select the Field Set on the Goal or Action Item Template](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5 "To show specific fields on the Goal or Action Item templates, indicate the field set.")

- **[Select the Field Set on the Goal or Action Item Template](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5)**  
    To show specific fields on the Goal or Action Item templates, indicate the field set.

### Select the Field Set on the Goal or Action Item Template

To show specific fields on the Goal or Action Item templates, indicate the field set.

1. Click **Object Manager**, and click **Goal Template** or **Action Item Template**.
2. Click **Fields & Relationships**, then select the field called **Field Set**.
3. Scroll down to Values and click **New**.
4. Enter an API name that exactly matches the field set name you created in [Customize Case Plan Goals and Action Items](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_caseplan_viewer.htm&release=264.0.0&type=5 "Customize the Goal and Action Item fields on a Case Plan."). For example, Financial\_Goals.
5. Click **Save**.
6. Click **Edit** next to the Value you just added.
7. Remove any underscores from the Label field. For example, your Label field would say **Financial Goals**.
    
    ![Showing the Field Set called Field Set with the new value for Financial Goals](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/add_field_set_value.png)
8. Click **Save**.
9. Navigate to the Goal Template record or Action Item Template record that uses the field set you created. Click to edit the Field Set field, then select the name of the field set you created.
10. Click **Save**.