This article explains how to add a field to a page layout to access some additional features in Lumary CM. It includes a list of the available fields and where to place them.
The flexibility of the Salesforce platform means that system administrators can add extra fields to extend some areas of functionality. During the development of new features, we sometimes identify options that extend Lumary CM’s functionality but aren't critical for the product to work as intended.
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.
If you're relatively new to Salesforce, you may benefit from working through some of the training material listed in our help and training resources article.
This article includes:
The following video provides an example of how to add a field to a page layout to enable optional functionality. There is no audio in the video.
The following instructions explain how to add any field to the page layout 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 page layout 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 Page Layouts.
- Click on the text link of the page layout.
- Scroll down to the relevant section.
- Drag the field from the top palette and drop it in the location described in the Suggested Placement column in the table below.
Your placement of some fields may be different depending on your preferences and if your environment includes other customisations.
- If the field properties need to be set to Read-Only or Required -
- Click on the properties spanner icon on the field.
- Put a tick in the relevant checkbox to set the field to Read-Only and/or Required.
- Click on the OK button.
- Click on the Save button.
List of optional fields
The following table explains where to place a field on the page layout of an object to access additional functionality. It also lists the minimum version of Lumary CM required for the fields to work. Click on one of the following headings to jump to a field:
- ABN of Support Provider
- NDIS Notional Unit Price
- Schedule (for HCP rates)
- Secondary Site (for workforce management through sessions)
- Session, and
- Worker Role (for workforce management through sessions).
Make sure the environment you're updating has at least the Lumary CM version listed for the field you're adding.
|Field||Object||Page Layout||Section||Suggested Placement||CM version|
|ABN (for inclusion in NDIS extracts)||Account||Account Layout||Additional Information||Drop the ABN field below the Type field||17|
|Account||Agency/Other||Fields||Drop the ABN field below the Type field||17|
|Account||Education Setting Layout||Account Information||Drop the ABN field below the Type field||17|
|NDIS Notional Unit Price||Rate||Rate Layout||Information||Drop the NDIS Notional Unit Price field below the Rate Type field||17|
|Schedule (for HCP rates)||Rate||Rate Layout||Information||Drop the Schedule field below the Replaces field||17|
|Secondary Site||Contact||Worker Layout||Worker Information||Drop the Secondary Site field below the Primary Site field||17|
|Session||Service Delivered||Support Delivered v2 Layout||Service Delivered Details||Drop the Session field below the Regional field
Set the field to Read-Only
|Worker Role||Contact||Worker Layout||Worker Information||Drop the Worker Role field below the Rostering ID field||17|