Thoughts on technology and innovation
Cathy Johnson, Senior Consultant
Can any software product have every feature needed? Not likely. But can any AMS be extended as easily as Nimble AMS? We think not!
Here’s a great example. Our committees module doesn’t include a sub-committee link as a standard feature. But a couple of our clients do have sub-committees they want related back to the parent committee. What to do? Pay for an expensive customization? No way! Got 10 minutes? We’ll add sub-committees in that amount of time to the object and to the page layouts used by our users.
[Note: These steps would be performed by your system administrator.]
1. Go to Setup > Create > Objects and find the Committees object.
2. Under Custom Fields & Relationships, click New to create a new field.
3. In step 1 of the New Custom Field wizard, for the field type, select Lookup Relationship. Click Next.
4. In step 2 of the wizard, select the object to relate to: Committee. Click Next.
5. In step 3 of the wizard, you name your field and set some options. Here are my suggested values:
7. In Step 4 of the wizard, set this field to be visible for all Profiles. Click Next.
8. In Step 5 of the wizard, be sure the checkbox is checked to add this new field to the page layout called Committee Layout. Click Next.
9. In Step 6 of the wizard, set the Related List Label to be “Sub-Committees”. Do leave the checkbox checked to add the related list to the Committee page layout. Do leave the checkbox checked to Append the related list to users’ existing personal customizations. Click Next.
Click Save to save what you’ve done.
Now to see it in action. For our sample association, we have the Budget and Finance Committee, which is actually a sub-committee of the Board of Directors. To record that relationship, we go to the Budget and Finance Committee’s record. Here we’ll see the new field we added -- Parent Committee:
If I try to add the Budget and Finance Committee here, we can see the impact of our Filter rule. First, you'll find that it won’t come up in the search window at all. And second, if I insist on trying to link a committee to itself by just typing in the name Budget and Finance Committee, I’ll see this message:
If I set it correctly to Board of Directors and Save, it will look like this:
Then if I look at the Board of Directors Committee record, I’ll see my new Related List section called “Sub-Committees” and the Budget and Finance Committee will be listed. Note that Salesforce will automatically put this section at the bottom of the page. For our page layouts, we typically put Notes & Attachments, Open Activities, Activity History, and the object’s History sections at the very bottom. So a quick edit of the Page Layout for Committees will put this section right below Committee Memberships.