Health Cloud Administration
jAdd a Field to the Patient Card Component
To add a field to the Patient Card component, first create a formula field to filter
which records to display, then create a Patient Card Configuration record.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
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| To create, change, or delete fields: | Customize Application |
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Create a formula field to filter which records to display. You enter the name of this field
in the Override Filter Field when you create a Patient Card Configuration record.
- Create a checkbox formula field on the object you want to pull data from, for example, Health Condition.
- Enter a formula that returns true or false. For example, to display records from the Health Condition object where the status is Active or Relapse, enter the formula IF( OR(( ISPICKVAL( ConditionStatus , "Active") ),( ISPICKVAL( ConditionStatus , "Relapse") )) , true, false).
- Save your work.
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Create a Patient Card Configuration record, and enter the name of your formula field in
the Override Filter Field.
- From the App Launcher, find and select Patient Card Configurations.
- Click New.
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Enter values for each field:
Field Name Required Value Patient Card Configuration Name The name for this record, for example, Health Conditions. This name doesn’t appear on the Patient Card. Object Name The API name of the object to pull data from, for example, HealthCondition. Field Name The API name of the field on the object that has the data you want to display, for example, Severity. Friendly Field Name The label to display on the Patient Card, for example, Conditions. Sort Order Indicates the vertical order of this field on the Patient Card. For example, if you want this field to be first, enter 1. Sort By The API name of a field on the target object used to sort multiple records, for example, Severity. Language The locale setting for the Patient Card. Active Indicates whether the Patient Card Configuration is active. Ascending Indicates whether the values of this Patient Card field are sorted by ascending order. Patient Account Lookup The API name of the field in the object that references the patient record, for example, PatientId. Limit The maximum number of values displayed at a time in this field. Override Filter Field The API name of the formula field that determines which records are displayed on the Patient Card. Enter the name of the field you created earlier. - Save your work.
Considerations when adding fields:
- Consider specifying a field in Field Name that’s required in the target object. Even if a record meets the criteria to appear on the patient card, it doesn’t appear if the value of the field you specify for Field Name is null.
- The text you enter in Friendly Field Name isn’t available for localization using the Translation Workbench. For this text to appear in another language, clone the configuration record and enter a new Friendly Field Name value using the language that you want to display. Then set the Language field of the new record to that language. The system displays the label text that matches the user’s language setting.
- If you clone a configuration record to localize the label, modify the sort order for the new record. You can’t have two records with the same assigned sort order, so create a different version number for the new record. For instance, if the English record has 4 in the Sort Order field, then assign the Spanish version 4.1.
- When you create two patient card configuration records from the same object, the fields are displayed next to each other regardless of the sort order.