Story: Admin configures S&D to use a different display name field
As the Administrator for the FieldFX S&D module, I need to be able to configure the module to show a field other than the name field for job/equipment/contact on the timelines and calendars so that I can have the module better communicate information to our users. Our equipment names for example just have the name of the equipment and are not informative enough to include things like unit number or serial number. I would like to be able to specify a different field to use for our configuration. If I could specify an unmanaged formula field, that would be ideal.
The areas of the module that I would like to have honor a custom display field include the following…
On the Calendar Views...
On the various timelines for Job, Contacts & Equipment Timelines. Here is an example of a Contact Timeline, but I would expect it for the Job and Equipment timelines also.
{{ table query: SELECT Number, Name, Owner, Status, 'Story Points' WHERE Type = Story and Feature = THIS CARD ORDER BY Status }}
Mingle Card: 5799
Test Plan
Stories
From the Idea list from customers in our Sales Cloud org: https://liquidframeworks.lightning.force.com/one/one.app#/sObject/a0Z300000082wXyEAI/view
Story: Admin configures S&D to use a different display name field
As the Administrator for the FieldFX S&D module, I need to be able to configure the module to show a field other than the name field for job/equipment/contact on the timelines and calendars so that I can have the module better communicate information to our users. Our equipment names for example just have the name of the equipment and are not informative enough to include things like unit number or serial number. I would like to be able to specify a different field to use for our configuration. If I could specify an unmanaged formula field, that would be ideal.
The areas of the module that I would like to have honor a custom display field include the following…
On the Calendar Views...
On the various timelines for Job, Contacts & Equipment Timelines. Here is an example of a Contact Timeline, but I would expect it for the Job and Equipment timelines also.
{{ table query: SELECT Number, Name, Owner, Status, 'Story Points' WHERE Type = Story and Feature = THIS CARD ORDER BY Status }}