Adding Additional Columns to the Services Deliverable Items Grid

The Services Deliverable Items grid on the Deliverable Items subtab of services deliverable record pages displays a default set of columns. However, you can customize it by adding additional read-only columns that use both standard and custom fields from the Services Deliverable Item object. The additional columns are configured on the PSA Services Deliverable Items Grid Lightning component by specifying a field set. Because field set selection is specific to each component instance, the same component can display different columns on different record pages.

To add additional columns:

1. Create a field set on the Services Deliverable Item object that includes the fields you want to add as additional columns, or identify an existing field set you want to use.
2. Edit the Services Deliverable Lightning Page in the Lightning App Builder.
3. Select the Deliverable Items subtab, then select the Services Deliverable Items grid to display the properties for the PSA Services Deliverable Items Grid component.
4. In the Additional Columns Field Set property, select the field set you want to use.
5. Click Save.

For more information about creating field sets or editing Lightning pages in the Lightning App Builder, see the Salesforce Help.

Considerations and Limitations

When adding additional columns to the Services Deliverable Items grid, keep the following considerations and limitations in mind:

• All additional columns display as read-only fields.
• The grid supports the custom field types listed in Supported and Unsupported Custom Field Types.
• Standard lookup fields are not supported. For example, the Created By field.
• The order of the fields in the field set determines their order in the grid.
• The field set can include fields already displayed in the grid by default. However, these fields are ignored to avoid duplicate columns.
• 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 grid 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 Services Deliverable Items grid.

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