This article explains how to enable several fields in the PMHC MDS service delivered object.
This functionality requires Lumary CM 20 minor release 3.
The flexibility of the Salesforce platform means that system administrators can add extra fields to extend some areas of functionality. We recommend that these types of changes be applied by system administrators with a good understanding of managing a Salesforce environment. If you’d like to engage Lumary to apply specific steps on your behalf, please reach out to our Customer Success team to request a quote.
This article includes:
The following instructions explain how to add any fields to the field set of an object. These steps can be applied to the fields and objects listed in the table at the end of the instructions.
To add a field to the field set of an object:
- Click on the cog setup icon.
- Select Setup.
- Click on the Object Manager tab.
- Click in the Quick Find search field.
- Type the name of the object.
- Click on the text link of the object name.
- Select Field Sets.
- Click on the Custom Edit Fields field label.
- From the top panel, drag the required fields to the In the Field Set box.
- Click on the Save button.
List of optional fields
The following table explains which fields to add to field sets to access additional functionality. It also lists the minimum version of Lumary CM required for the fields to work.
|Object||Field||Suggested Placement||CM version|
|Service Delivered||Start Time||
Top of field set
|20 minor release 3|
Below the Start Time field
|20 minor release 3|
|Client Contribution||Below the Funding Source field||18 minor release 1|
|Interpreter Present||Below the Client Contribution field||18 minor release 1|
|Last Service Delivery Of The Episode||Below the Interpreter Present field||18 minor release 1|
|Client Participated?||Below the Last Service Delivery Of The Episode field||18 minor release 1|
After you've applied these user steps you may also need to assign some page layouts to certain profiles to finish activating these features.