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Customize Page Layouts for Product Service Campaign

Help service managers and agents capture key information, review critical details, and perform relevant actions for product service campaigns. Configure page layouts to help service managers and agents create product service campaign items from actionable lists and quickly generate work orders for product service campaign items. Add the required fields, buttons, and related lists to page layouts for the Product Service Campaign, Product Service Campaign Item, and Work Order objects.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To customize page layouts: Customize Application
  1. If needed, add the Add to Service Campaign button to a page layout for the Actionable List object.
    1. From the object management settings for Actionable Lists, go to Page Layouts.
    2. Click an Actionable List page layout.
    3. Drag the Add to Service Campaign button from the palette to the Actionable List Detail section of the page.
    4. Save your changes.
  2. To help service managers generate work orders for selected product service campaign items, customize the Product Service Campaign record page in the Lightning App Builder.
    1. On a product service campaign record page, click Setup, and then click Edit Page.
    2. Click the related list component for the Product Service Campaign related list.
    3. On the properties pane for the component, for Related List Type, select Enhanced List.
    4. Select Show list view action bar.
    5. Save and activate the page.
  3. Add the relevant fields, related lists, and actions to a page layout for the Product Service Campaign object.
    1. From the object management settings for Product Service Campaigns, go to Page Layouts.
    2. Click a Product Service Campaign page layout.
    3. Drag these fields from the palette to the Product Service Campaign Detail section of the page: Product Service Campaign Name, Status, Priority, Product, Description, Type, Work Type, Start Date, End Date, and Actionable List.
    4. Drag the Create Work Orders for All Items button from the palette to the Product Service Campaign Detail section of the page.
    5. Drag these related lists from the palette to the Related Lists section of the page: Product Service Campaign Items, Work Orders, and Return Orders.
    6. Edit the properties of the Product Service Campaign Items related list.
    7. Expand the Columns section, and move these fields from the Available Fields list to the Selected Fields list: Product Service Campaign Item Number, Asset, Product, Vehicle, Status, Actionable List Member, and Generated Target Record Type.
    8. Expand the Buttons section, and select these standard buttons to be displayed on the related list: New and Create Work Orders for Selected Items.
    9. Click OK.
    10. Save your changes.
  4. Add the relevant fields to a page layout for the Product Service Campaign Item object.
    1. From the object management settings for Product Service Campaign Items, go to Page Layouts.
    2. Click a Product Service Campaign Item page layout.
    3. Drag these fields from the palette to the Product Service Campaign Item Detail section of the page: Product Service Campaign Item Number, Status, Product Service Campaign, Product, Asset, Vehicle, Actionable List Member, and Generated Target Record Type.
    4. Save your changes.
  5. Add the relevant fields and related lists to a page layout for the Work Order object.
    1. From the object management settings for Work Orders, go to Page Layouts.
    2. Click a Work Order page layout.
    3. Drag these fields from the palette to the Work Order Detail section of the page: Work Order Number, Status, Subject, Generation Source, Product Service Campaign, Product Service Campaign Item, Work Type, Parent Work Order, Account, Case, Priority, Contact, Owner, Asset, Price Book, and Description.
    4. Drag these related lists from the palette to the Related Lists section of the page: Work Order Line Items, Child Work Orders, and Work Types.
    5. Save your changes.

See Also