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Response Insight Fields

Admins with the required permission can configure these fields.

The information shown in this section are Read Only and provides more details about the publisher, when the response got published, and how many times the response (including all versions) was used. You can configure this section from Response Insight Fields to display the desired fields on the Insights section of the Response record page based on your business requirements.

To configure the Insights fields

  1. Go to Setup and click the Object Manager tab.

  2. Search and select Response from the Quick Find search bar.

  3. Click the Field Sets on the left side bar.
    You can see various field labels display under the field sets.

  4. Click the Response Insight Fields on the Field Label column.

  5. Drag and drop any of the required fields from the palette into the list.

  6. Click the Save button.
    The changes made will be reflected in the Insights section.

Response Insight Fields.gif

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You can now drag and drop the Number of Times Copied and Number of Times Referenced fields to the Setup > Object Manager > Response/Response Version > Field Sets > Response Insight Fields to see them on the Insights tab of the Response or Response Version record.
Note: These fields will be seen automatically only for new installations of the RFx Package, but not for the package upgrades. After package upgrades, the fields can be added automatically from field sets.

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