Field Sets

You can change the columns that appear in lists on some pages by changing the field sets associated with that page. This section contains information about the field sets in FinancialForce PSA objects. For information about editing field sets, see the Salesforce Help.

Warnings
Any changes you make to a packaged field set are lost when a package containing the that field set is installed. The new field set overwrites the customized one. When this happens, you will need to re-apply your changes.
Do not add formula fields or roll-up summary fields to a field set because they are not editable. The Visualforce page will display an error message if custom fields of these types exist on any associated field set.
Note
If your Salesforce organization contains custom fields with the same API name as FinancialForce PSA fields, you cannot include these fields in a field set because the PSA namespace will be added to the field name of the field in the field set and it will therefore return the value of the PSA field. We recommend adding a unique prefix to the API names of fields that you create.

Concept Information

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

Actuals

App Log

About Contacts and Resources

Currency

Overrides

Permission Controls

Rate Cards

Regions, Practices and Groups

Managing Profiles, Security and Sharing

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Related Tasks

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Services Forecasting

Setting up Planners

Setting up Projects

Configuring Bottom Up Planning

Setting up Timecards

Reference Materials

Assignment Field Sets

Contact Field Sets

Expense Field Sets

Expense Report Field Sets

Milestone Field Sets

Project Location Field Sets

Project Methodology Field Sets

Project Phase Field Sets

Resource Request Field Sets

Task Time Field Sets

Timecard Field Sets

Configuration Settings

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This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.