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Sidebar Widgets

Topics on Sidebar Widgets

How to adjust fields on the When and Where section?

The When and Where sidebar widget is maintained on the Campaign Object->Fields ...

The When and Where sidebar widget is maintained on the Campaign Object->Fieldset.

Go to Setup->Campaign->Fieldset->"eventWhenWhere01". Then add or remove fields.

How the Attainment Gauge values populated or how to link the Attainment Gauge to a Campaign?

The Target for the Attainment Gauge is derived from the Campaign field "Expected ...

The Target for the Attainment Gauge is derived from the Campaign field "Expected Revenue in Campaign".

The progress of the Attainment Gauge is derived from the Campaign field "Value Won Opportunities in Campaign". Note, there may be upto a 10 minute delay for these to populate whilst the Batch Processor is to still run.

In order for any values to show on the Attainment Gauge, the Payment Form must be linked to a Campaign. This can be achieve by either:

  • Assign a Campaign in the "Default Campaign" field on the Payment Form
  • If Using URL Tokens, enter the Campaign on the URL Token
  • If Using URL Parameters, pass the Campaign record Id in with the "camId=" parameter.