HI
We are implementing PMM to track additional therapy service deliveries on cases. My users will create the service delivery on the case record. I need the description of the service deliveries available prior to creating a new service delivery to ensure they select the correct service. I'm not sure of the best approach; do you have any suggestions for me? I'm currently considering a flow that includes a screen element, but I'd like to know if I am missing an easier solution.
Hi Stacy,
If you're looking to see the Description of the Service from the Service lookup field on Service Deliveries, one option is:
1. On the Service object, go to Search Layouts
2. Edit the Default Layout and add Description as the 2nd selected field after Service Name
When the user clicks in the lookup and starts typing, the search results will include the Service Name and the Description.
