Adding Additional Columns to the Tables for Manual Allocation and Adjustment of Services Credits

There are default columns displayed in the tables for manual allocation and adjustment of credits in the Manage Services Credits window, but you can add additional read-only columns that use both standard and custom fields from the Services Credits Customer Purchase object.

To add additional columns:

Create a field set on the Services Credits Customer Purchase object that includes the fields you want to add as additional columns. Alternatively, you can use an existing field set. For more information about creating field sets, see the Salesforce Help.
Add a default organization level value for the Services Credits Settings custom setting or edit an existing one. For more information about managing custom settings data, see the Salesforce Help.
In the Manage Services Credits Field Set field specify the API name of the field set you want to use to determine which additional columns are appended to the tables. For more information about this field, see Services Credits Settings.

Considerations and Limitations

When adding additional columns to the manual allocation and adjustment tables, keep the following considerations and limitations in mind:

All additional columns display as read-only fields.
The tables for manual allocation and adjustment of credits support the custom field types listed in Supported and Unsupported Custom Field Types.
The order of the fields in the field set determines their order in the tables.
The field set can include fields already displayed in the tables by default. However, these fields are ignored to avoid duplicate columns.
Standard lookup fields are not supported. For example, the Owner field.
Ensure users are assigned the required permissions to view the additional fields, otherwise they might not be able to access the tables.

Supported and Unsupported Custom Field Types

The following table describes supported and unsupported Salesforce field types for the additional columns in the manual allocation and adjustment tables:

Supported and Unsupported Custom Field Types
Field Type	Support Status
Auto-number	Unsupported
Formula	Unsupported
Roll up summary	Unsupported
Lookup Relationship	Supported
Master-Detail Relationship	Supported
External lookup	Unsupported
Checkbox	Supported
Currency	Supported Note: Displays as a formatted number with the corresponding currency symbol.
Date	Supported
DateTime	Supported
Email	Supported
GeoLocation	Supported Note: Displays as two separate number columns for longitude and latitude.
Number	Supported
Percent	Supported Note: Does not display the % symbol.
Phone	Supported
Picklist	Supported Note: Displays as text. Values are not translated.
Picklist Multi-select	Supported Note: Displays as a semicolon-separated list. For example: Option1;Option2. Values are not translated.
Text	Supported
Text Area	Supported Note: Displays as a single line of text. Line breaks and new lines are not supported
Text Area Long	Supported Note: Displays as a single line of text. Line breaks and new lines are not supported
Text Area Rich	Supported Note: Displays as plain text only. Any existing formatting, including bold text or bulleted lists, is removed.
Text Encrypted	Unsupported
Time	Unsupported
URL	Supported