Field Sets in Cloud Coach

OVERVIEW

Cloud Coach makes use of Field Sets, allowing each org to customize what data is shown and where. Field Sets allow for different combinations of Fields to be displayed and can be both Managed and Custom Fields on the Managed Objects. They’re easy to edit and do not require custom coding knowledge to use, so they’re a great solution to allow admins to make a change on the fly to improve a page layout for Users.

While there are several Field Sets that come with Cloud Coach, you have the option to create more. The Field Sets listed below with a (*) beside it are custom options that you will need to create in your org. The most important thing to remember when creating custom Filed Sets is to use the API Name(s) we have listed below.

Project Object

Field Set Name/API Name

Financials / project_cloud__financials

New Project / project_cloud__New_Project

Timecard Project Assistant / project_cloud__timecard_project

*Column Header CPGV / cc_column_headers

*Site / project_cloud__external

*Project Side Panel / ccsidepanel

Gantt Mouseover / project_cloud__Mouseover  (Deprecated)

Description

Summary on the Details section of the Financials of a Project. 

Details section of the Project Creation Wizard. 

Column Headers in Time section of My Day page → Project Assistant tab. 

Column headers for the Cross Project Gantt View → Project List tab. 

This is used on the project details section of the External Project View.

The Details Tab in the Side Panel on the Cross Project Gantt View.

n/aSho

Project Phase Object

Field Set Name/API Name

*Phase Side Panel / ccsidepanel

                                         *Phase Side Panel External/ cc_external_sidepanel             

New Phase / project_cloud__New_Phase

Description

Details Side Panel for Timelines and My Day pages. Record types supported.
Details Side Panel for Timelines in the External Project View. Record types supported.
 
n/a

Project Task Object

Field Set Name/API Name

New Project Task / project_cloud__New_Task

Project Timelines Phase View / project_cloud__Project_Project_Task_List

Side Panel / CCSidePanel

Sidepanel (External) / project_cloud__external_sidepanel

Timelines List (External) / project_cloud__external_timelines_list

                                                                                                                                                                                       *Task Column Headers / CC_Column_Headers                                                    

*Task List Column Headers / cc_timelines_list

Gantt Mouseover / project_cloud__Mouseover (Deprecated)

My Assignments / project_cloud__my_assignments (Deprecated)

Site / project_cloud__external: Replaced with Timelines List (External))

 

Description

Creating New Project Tasks popup and the Clone Project Task override.

Column Headers on Timelines Phase View.  

The Side Panel for Project Tasks. Record Type supported. 

The side panel of the External Project View. Record Type supported. 

Column Headers on the List tab of the External Project View. Record Type supported. 

Column headers for My Day → To Do page and Timelines → Task List View tab (when cc_timelines_list field set is not present). Record type supported

Column headers:  Timelines → Task List page. Record type supported.

n/a

n/a

Currently not in use, but might be re-purposed later on.

Project Sub Task Object

Field Set Name/API Name

Advanced Edit / project_cloud__advanced

Description

This controls the Fields exposed in the Advanced Edit screen from the Sub Task Tab in the Side Panel. 

Timesheet Object

Field Set Name/API Name

Details project_cloud__Record_Details

Description

Column Headers in the Mass Approvals Tab for Timesheet. 

Work Object

Field Set Name/API Name

                      Quick Entry / project_cloud__Quick_Entry

                     Time Entry Details / project_cloud__Time_Entry_Details

Description

Time section of My day when clicking the ‘Create Time Entry’ Button.

Column Headers in the Mass Approvals Tab for Work. 

Expense Object

Field Set Name/API Name

Quick Entry / project_cloud__Quick_Entry

Description

Controls Fields exposed in the popup when adding an Expense in the Financials section of a Project.

Stakeholder Contact Object

Field Set Name/API Name

New Stakeholder / project_cloud__New_Stakeholder

Description

Defines what Column Headers are displayed when adding a new Stakeholder Contact page from the Project Details Related List. 

Ticket Object

Field Set Name/API Name

Sidepanel / (External) project_cloud__external_sidepanel

Column Headers (External) / project_cloud__external_column_headers

Record Details / project_cloud__Record_Details

*Quick Entry / cc_quick_entry

*Ticket Column Headers / cc_column_headers

                                                                                                                           Project Ticket List / project_cloud__Project_Ticket_List (Deprecated)

Quick Entry / project_cloud__Quick_Entry (Deprecated)

My Assignments / project_cloud__my_assignments(Deprecated)

Site / project_cloud__external (Deprecated)

Description

Fields displayed on the Side Panel for Controls in the External Project View.

Column Headers for Controls Section on External Project View. 

Column Headers for Tickets on the Mass Approvals Page. 

Creating a Ticket from the Tickets Tab or within Project Controls section. 

Column headers for My Day → To Do page and Controls. Record type supported.

n/a

n/a

n/a

n/a

 

 

Additional Notes for Tickets Field Sets: If you create Record Types for your Tickets, you are able to create custom Field Sets for each Record Type. In order for those Field Sets to work correctly, the API Name for the Field Set Must include the API of the Record Type, followed by one of our custom API Names: 

  • cc_quick_entry
  • cc_column_headers
  • ccsidepanel

Side Panel Example: You could create a Record Type for Tickets called Change Request. Then you could a Field Set for the side panel to show different Fields than the other Record Types using the API name: change_request_ccsidepanel 

Resource Request Object

Field Set Name/API Name

Quick Entry for PTO / project_cloud__pto

Quick Entry for Resource Hours  /project_cloud__resource_hours

Quick Entry for Resource Percent of Work Day / project_cloud__resource_percent_of_work_day

Quick Entry for Work Type – Hours / project_cloud__work_type_hours

Quick Entry for Work Type – Percent of Work Day / project_cloud__work_type_percent_of_work_day

Quick Entry / project_cloud__quick_entry

Description

Resource Request Tab Column Headers for PTO section. 

Resource Request Tab Column Headers for Resource (Hours) section.

Resource Request Tab Column Headers for Resource (Percent of Work Day) section. 

Resource Request Tab Column Headers for Work Type (Hours) section. 

Resource Request Tab Column Headers for Work Type (Percent of Work Day).

If another Record Type is created, this Field Set is the Default for the column Headers. If you create a Custom Field Set for each Record Type, that will override this Field Set. 

Conclusion

Making sure your API names are accurate will ensure your Field Sets will render the selected Fields correctly. If you are having trouble, feel free to email us at [email protected] 

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