|
Name |
Object |
Field Data Type |
|
Summary Field (status/checklist progress) |
ClosePlan / Opportunity |
Number/Text |
|
Status Field |
ClosePlan / Opportunity |
Number/Text |
|
Checklist progress % field |
ClosePlan / Opportunity |
Percent |
Object: ClosePlan or Opportunity
The fields can be created on the Opportunity or Closeplan object.
We generally recommend creating your fields on the Closeplan object.
You should only create your field on the Opportunity object if:
a. you need to place fields into the Opportunity page layout
b. you need to add fields to a report that does not contain the ClosePlan object (Example: Opportunity Report Types)
Data type: Percent, Number or Text
The category score can be presented as a percentage or in points.
The choice depends on the value needed in the Report.
Instructions
Part 1: Create the Fields
Go to Setup > Object Manager > find your object (ClosePlan or Opportunity) > open it
Fields & Relationships > Click on New
Data Type: Select Percent or Text
Enter the Label and Name of the Event and click Next.
Examples:
Field Label: Negotiation %
Field Name: If the field is created by the ClosePlan team: SUBS_E_Negotiation
Field Name: If the field is created by a Client: E_Negotiation
Select the field visibility per profile or for all profiles (recommended) > Next
Click Save & New to create other fields or Save if you only need to create one field.
Repeat these steps to create other fields for every Event required in the report.
Part 2: Configure the Fields With Templates and Versions
Once all fields are created, they need to be configured with template(s) and the versions to propagate the values into the fields.
Go to the ClosePlan Admin tab > Templates > open the template.
Select the version of the template.
Playbook > click on the gear icon on the Event
From Target Object, select the object on which you created the fields.
Select the correct Event field ( the Summary Field for status and checklist progress %, the Status Field for Event status or the Checklist Progress % Field for Event checklist progress) and click Save.
Configure every Event in the template(s) and versions and create the report.
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If there are already deployed templates/versions in Active or Archived Status (used), you will need to run a script via the Developer Console to update the Report Fields with current information. You can follow those instructions here.
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