> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Additional Details using Field Sets - Administrator Guide

## Purpose

The purpose of this Administrator Guide is to provide information about Additional Details using Field
Sets. The content in this guide is optional, and may be utilised during implementation, or even after a
project has gone live. The intended audience for this document is System Administrators.

## Additional Details using Field Sets

**Overview**

Field Sets provide a mechanism to group and manage a collection of fields, often for dynamic rendering
or data input. System Administrators can add, remove, or reorder fields in a Field Set to modify them on a
Visualforce Page without modifying code.

Within limited objects, 2cloudnine Payroll has the ability to assist System Administrators with providing
extra fields to display, or additional fields to act as extra filters during some processes, without the need
for Custom Pages to be built. By utilising Field Sets, System Administrators are able to easily add fields to
assist with these needs. 2cloudnine has the following Field Sets available:

* Rate Calculator Field Sets
* Invoice Generation Manager Field Sets
* Variation Report Field Sets
* Interpretation Rule Builder Field Sets

**Rate Calculator Field Sets**

The Rate Calculator object includes 2 Field Sets, which can display additional fields within the Rate
Calculator UI screen and can be updated as required. Follow the steps below to update the Field Set (see
Figure 1):

**Rate Calculation Manager**

Go to **Setup > Object Manager > Rate Calculator**

1. Select **Field Sets** .
2. At **RateCalculationManager,** select the down arrow in the far right and select **Edit** .
3. Select the required Object listed in the Field Set tree menu, which will then display available
   fields within that Object.
4. Select the field you want included and drop it into the box below, labelled **In the Field Set.**
5. Repeat for all additional fields required to be added to the RateCalculationManager Field Set.
6. When finished, click **Save** .

**Employee Details**

Go to **Setup > Object Manager > Rate Calculator**

1. Select **Field Sets** .
2. At **Employee Details** select the down arrow in the far right and select **Edit** .
3. Select the required Object listed in the Field Set tree menu, which will then display available
   fields within that Object.
4. Select the field you want included and drop it into the box below, labelled **In the Field Set.**
5. Repeat for all additional fields required to be added to the Employee Details Field Set.
6. When finished, click **Save** .

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/1TEygQHVPV4UC-ab/images/generated/administrator-guides/field-sets-administrator-guide/field-sets-administrator-guide-pdf-1-figure-1.png?fit=max&auto=format&n=1TEygQHVPV4UC-ab&q=85&s=58979477dc73c1bb417ddf4f2317abbd" alt="Screenshot from Field Sets - Administrator Guide" width="976" height="602" data-path="images/generated/administrator-guides/field-sets-administrator-guide/field-sets-administrator-guide-pdf-1-figure-1.png" />
</Frame>

**Invoice Generation Manager Field Sets**

The Pay Transactions object includes a Field Set that can be modified to include additional Custom Filters
on Pay Transactions when using the Invoice Generation Manager page. To update the Field Set:

Go to **Setup > Object Manager > Pay Transaction**

1. Select **Field Sets** .
2. At **ProcessInvoice,** select the down arrow in the far right and select **Edit** .
3. Select the required Object listed in the Field Set tree menu, which will then display available
   fields within that Object.
4. Select the field you want included and drop it into the box below, labelled **In the Field Set.**
5. Repeat for all additional fields required to be added to the ProcessInvoice Field Set.
6. When finished, click **Save** .

**Variation Report Field Sets**

The Payee Pay Batch object includes a Field Set that can be modified to include additional columns to
display in the Variation Report available within the Pay Batch Manager. To update the Field Set:

Go to **Setup > Object Manager > Payee Pay Batch**

1. Select **Field Sets** .
2. At **Variation Report Display,** select the down arrow in the far right and select **Edit** .
3. Select the required Object listed in the Field Set tree menu, which will then display available fields
   within that Object.
4. Select the field you want included and drop it into the box below, labelled **In the Field Set.**
5. Repeat for all additional fields to be added to the Variation Report Display Field Set.
6. When finished, click **Save** .

**Interpretation Rule Builder Field Sets**

The Interpretation Rule object includes a Field Set that can be modified to include additional fields to
display in the Interpretation Rule Builder page. To update the Field Set:

Go to **Setup > Object Manager > Interpretation Rule**

1. Select **Field Sets** .
2. At **Interpretation Rule Config Pg Custom,** select the down arrow in the far right and select **Edit** .
3. Select the required Object listed in the Field Set tree menu, which will then display available
   fields within that Object.
4. Select the field you want included and drop it into the box below, labelled **In the Field Set.**
5. Repeat for all additional fields to be added to the Interpretation Rule Builder Field Set.
6. When finished, click **Save** .

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/1TEygQHVPV4UC-ab/images/generated/administrator-guides/field-sets-administrator-guide/field-sets-administrator-guide-pdf-2-figure-2.png?fit=max&auto=format&n=1TEygQHVPV4UC-ab&q=85&s=08bc72a3b9b1113345de0e974acd5532" alt="Screenshot from Field Sets - Administrator Guide" width="976" height="414" data-path="images/generated/administrator-guides/field-sets-administrator-guide/field-sets-administrator-guide-pdf-2-figure-2.png" />
</Frame>

<Note>
  **Important Notes**

  *(Figure 2)*

  *Users must ensure no fields are added to a Field Set that are already displayed by default on the*
  *page or within the UI. If the same field appears on the page twice, and the Standard page field is*
  *populated but the Field Set field is blank, the blank field will override the Standard field.*
</Note>

## Further Information

| Document                                                        | Document Type               | Description                                                                                                                                                               |
| --------------------------------------------------------------- | --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Configuration Guide to 2cloudnine Payroll Suite                 | Configuration Guide         | Configuration Guide for the implementation of 2cloudnine Payroll.                                                                                                         |
| Configuration Guide To 2cloudnine Utilities                     | Configuration Guide         | Configuration Guide for the implementation of 2cloudnine Utilities.                                                                                                       |
| QRG Interpretation Rule Builder Functionality - Key Information | Information Quick Reference | Outlines useful information relevant to the Interpretation Rule functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| QRG Creating Invoices                                           | Task Instructions           | How to create Invoices using the Invoice Generation Manager                                                                                                               |
| QRG Create a Variance Report                                    | Task Instructions           | How to create a Variance Report within the Pay Batch Manager.                                                                                                             |
| QRG Create Rate Calculators - Employee Specific                 | Task Instructions           | How to create an Employee Specific Rate calculator using Template automation.                                                                                             |
