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Field Sets
The app contains the following field sets.
- Offset Date (GSP_SC_Offset_Date, Opportunity)
Defines the Date field used for moving Schedule Dates. Must be a Date field and only the first entry will be used. - Schedule Layout (GSP_SC_Schedule_Layout, OpportunityLineItem)
Defines the columns in the ‘Edit Line Item Schedule’ page. To make these editable, add the field to the ‘Schedule Layout Editable’ field set. - Schedule Layout Edit (GSP_SC_Schedule_Layout_Edit, OpportunityLineItem)
Defines the editable columns in the ‘Line Item Schedule’ page. These fields must appear in the Schedule Layout field set. They can be made page mandatory by clicking the spanner next to the field, and checking the ‘Required’ checkbox. - Schedule Layout Closed Won Edit (GSP_SC_Schedule_Layout_Closed_Won_Edit, Product Schedule)
Defines the editable columns in the ‘Mass Edit Schedule’ page for ‘Closed Won’ Opportunities. These fields must appear in the Schedule Layout field set. They can be made page mandatory by clicking the spanner next to the field, and checking the ‘Required’ checkbox. - Schedule Layout (GSP_SC_Schedule_Layout, Product Schedule)
Defines the columns in the ‘Mass Edit Schedule’ page. To make these editable, add the field to the ‘Schedule Layout Editable’ field set. - Schedule Layout Edit (GSP_SC_Schedule_Layout_Edit, Product Schedule)
Defines the editable columns in the ‘Mass Edit Schedule’ page. These fields must appear in the Schedule Layout field set. They can be made page mandatory by clicking the spanner next to the field, and checking the ‘Required’ checkbox. - Salesperson Target Rollup Fields (GSP_SC_Revenue_Target_Rollup_Fields, Product Schedule)
Defines any custom fields on the Schedule to roll up to the Salesperson Schedule Target. There must be a field on the Target with the SAME API name as the field to be rolled up. - Team Target Matcher (GSP_SC_Team_Target_Matcher, Product Schedule)
Field used for matching Team Targets. Only one field should be chosen, and the value in this field should match the ‘Team’ field on the Team Target. - Team Target Rollup Fields (GSP_SC_Team_Target_Rollup_Fields, Product Schedule)
Defines any custom fields on the Schedule to roll up to the Team Target. There must be a field on the Target with the SAME API name as the field to be rolled up.