Editing Field Sets

Read "About Field Sets" and related topics in the Salesforce Help first.

Field sets enable you to add and arrange custom fields on some FinancialForce Accounting data entry grids, such as Manage Lines and Cash Matching.

These pages are Visualforce pages. You can manage the fields that are displayed at both header and line level. Fields at header level are read-only.

Warning:

Any edits you make to a packaged field set are lost when an upgrade package containing the previously-released field set is installed. The new field set overwrites the customized one. When this happens, you will need to reapply your edits.

To add or remove a custom field to/from a field set:

1. Navigate to the field set list for the appropriate object. From Setup, click Create | Objects.
2. Scroll down to the Field Sets section.
3. Click Edit next to the field set that you want to edit.

   The fields in the In the Field Set list are those visible on the Visualforce page.

4. Drag the fields to move them in and out of the field set. For more detail, see "Creating and Editing Field Sets" in the Salesforce Help.
5. When you are finished, click Save.

Notes

• Do not add Picklist (Multi-select) or Text Area (Rich) fields to a FinancialForce Manage Lines grid at line level.
• If you add a mandatory custom field to a line-level field set you must ensure that you have defined an appropriate default value.
• You must take care when removing fields from a line-level field set to ensure they are not required for the correct operation of the application. If in doubt, contact FinancialForce Customer Support.