Custom Attributes control Product Lines and Metrics to in Whitespace used in Account Plan Templates.
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Example of an Account Plan with Product Lines and Metrics deployed in the Whitespace:
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Product Lines
Metrics
Custom Attributes Layout and Navigation
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Product Lines
Metrics
Custom Attributes Layout and Navigation
Custom Attributes are Product Lines and Metrics.
To find Custom Attributes in your Org:
Go to ClosePlan Admin tab > Custom Attributes
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Name: Name of the Product Line or Metricitem
Type: Indicates Product Line or Metric
Field Type: Indicates the Field Type (example: Picklist, Number, etc)
Field API Name: Autofilled
DB Status: Indicates if the Product Line or Metric is active
Description: Text informaiton information about the Product Line or Metric
Add Product Line
Click on the New button
New: Create a new Custom Attribute
Change Picklist Values: Change the Picklist values
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Create Missing Fields: Creates Missing Fields. If a field is missing, it will be indicated under the DB Status (e.g.: If a Template is imported from a Sandbox, the XSBF field may not exist in the Production Org.)
Correct FLS Permissions: Corrects Field Level Security Permissions
Restore Deleted Fields: Restores Deleted Fields
Delete Related Fields: Deletes all Related Fields
Delete All Attributes: Deletes All Attributes
Create Product Line Item
Go to ClosePlan Admin tab > Custom Attributes
Click on New
In the Modal, follow the steps
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Select Whitespace
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Select Product Line
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Object: White Space
Type: Type of item, Product Line
Field Type: Select the field type needed
Name: Name the Product Line
Field API Name: Auto-filled
Fully Qualified API Name: Auto-filled
Description: Add a description if needed
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Click Save
Create Metric
Go to ClosePlan Admin tab > Custom Attributes
Click on the New button New
In the Modal, follow the steps
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Select Whitespace
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Select Metric
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Object: White Space
Type: Type of item, Metric
Field Type: Select the field type needed
Name: Name the Metric
Field API Name: Auto-filled
Fully Qualified API Name: Auto-filled
Description: Add a description if needed
Click Save
Change Picklist Values
Picklist Values are the available choices to indicate the status of a Whitespace Tile
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For information on Bulk Uploading Whitespace Items, please see further documentation here: |