Adding Additional Columns to the Table in the Add Services Deliverables Window

You can add additional read-only columns that use both standard and custom fields from the Services Deliverable object to the Add Services Deliverables window. You can configure additional columns independently for deliverables with services credits pricing and monetary pricing.

To add additional columns:

1. Create a field set on the Services Deliverable object that includes the fields you want to add as additional columns. If you want to display different columns depending on the pricing option, create two separate field sets, one for services credits pricing and one for monetary pricing. Alternatively, you can use existing field sets. For more information about creating field sets, see the Salesforce Help.
2. Add a default organization level value for the Services Deliverables Settings custom setting or edit an existing one. For more information about managing custom settings data, see the Salesforce Help.

3. Complete the relevant fields depending on whether you use one pricing option or both, as follows:

   • In the Add Deliverables Window Fields - Credits field, enter the API name of the field set you want to use to display additional columns for services credits pricing.
   • In the Add Deliverables Window Fields - Money field, enter the API name of the field set you want to use to display additional columns for monetary pricing.

   To display the same additional columns in both pricing flows, enter the same field set API name in both fields. For more information, see Services Deliverables Settings.

Considerations and Limitations

When adding additional columns to the table in the Add Services Deliverables window, keep the following considerations and limitations in mind:

• All additional columns display as read-only fields.
• The table supports the custom field types listed in Supported and Unsupported Custom Field Types.
• Standard lookup fields are not supported. For example, the Owner field.
• The order of the fields in the field set determines their order in the table.
• The field set can include fields already displayed in the table by default. However, these fields are ignored to avoid duplicate columns.
• If you enter an invalid field set, the table only displays the default columns. A warning message displays in the Add Services Deliverables window, informing about the invalid field set.
• Ensure users are assigned the required permissions to view the additional fields that are relevant to them. If a user is missing field-level permissions for any of the additional fields, those fields are omitted from the table for that user.

Supported and Unsupported Custom Field Types

The following table describes supported and unsupported Salesforce field types for the additional columns in the table that lists services deliverables in the Add Services Deliverables window.

Supported and Unsupported Custom Field Types

Field Type	Support Status
Auto-number	Supported
Formula	Supported Note: Time formulas are 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: Rich text formatting is displayed as raw text code instead of being applied.
Text Encrypted	Unsupported
Time	Unsupported
URL	Supported