improveit 360 utilizes a combination of Visualforce Pages along with custom Field Sets to organize Fields on each page of the User Interface. As a System Administrator User, you can add new custom Field Sets to certain objects, allowing you to organize your custom fields, into their own Field Set on the record detail page. This Article will walk you through how to create a new custom Field Set to an object in improveit 360.
IMPORTANT NOTE: Not all objects are compatible with this solution. The Field Set/Section customization was developed to allow enhancement of some Visualforce pages, but not all.
Known objects which are incompatible with custom Field Sets/Sections are Project Activity and Purchase Order.
Example 1: Project Page: Add a "Project Milestones & Dates" Field Set/Section
Navigate to Setup (click on your Username in the upper-right corner, then click on Setup)
In the Quick Find search for "Objects" and click on Objects
Choose the Project object:
Hover over the Field Sets related list and click New button:
When creating the new Field Set, be sure the Field Set Name begins with "section_" so that it is visible on the page. The Field Set Label is how the section label will appear on the page.
Note: If I am creating more than one custom Field Set, I can sort the order of the Field Sets by adding a number, for example: "section_0" will be displayed above "section_1" and so on.
When finished, be sure to Run First Time Setup
Navigate to a Project and you will see the new Section/Field Set below the Renovation, Repair and RRP Compliance Section on the page.
NOTE: All Custom Field Sets will appear on the page BELOW the native Field Sets/Sections but ABOVE the Project Activities Section of the Visualforce page. There is not a way to re-order Custom Field Sets above the native Cost and Profit or the Information Field Set.
Here is our completed Example:
Note: If your business does not use RRP Compliance, you can disable this feature and Hide this section.
Note: Be sure each Field is only in ONE (1) Field Set. If a Field is being used in more than one Field Set, you will see an Error on the Project Page.