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Home / Setup and Administration / Customize The Project Setup Page

Customize The Project Setup Page

User will now be able to customize the project setup page by adding new custom fields as per their requirements. The user can create a set of fields known as “fieldsets” to display whatever field they like on the project setup page.

This feature is available in Leankor version 1.242 or higher version.

Creating a Fieldset

If you are working in Lightning mode switch to Classic mode.

Click on Setup.

Customize The Project Setup Page image 1

Click on Objects under Create menu.

Customize The Project Setup Page image 2

It will open the page with the lists of all custom objects. Click on custom object “projects”.

Customize The Project Setup Page image 3

It will open the custom object’s field definition page. Scroll down to the field sets area and click on “New” to create new field sets.

Customize The Project Setup Page image 4

Give the field set a label, a name and specify where the field set is being used and click on Save.

Customize The Project Setup Page image 5

Populating a Field Set

Navigate to the field set section of the salesforce object page and click on ‘edit’ next to newly created field set.

Customize The Project Setup Page image 6

Drag and drop the custom fields in the field set palette and save the changes.

Note: Rich Text Area data types are not supported.

Customize The Project Setup Page image 7

Now you can see all selected custom fields on the Project Setup page.

Customize The Project Setup Page image 8
Setup and Administration

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