Enable Publication and Issue Tracking
Administrators can set up the Publication and Issue objects so staff can track and manage books, journals, magazines, or other media issued issued to the general public.
Assign permission sets (external) to staff:
Permission Set Description Nimble AMS Publication View All
View All permissions for the Nimble AMS Publication and Issue objects, including the tab, all record types, and all fields. It includes Read permission to the Publication and Issue fields on the Product and Engagement objects, respectively.
Nimble AMS Publication Create and Modify All
Create and Modify All permissions for the Nimble AMS Publication and Issue objects, including the tab, all record types, and all fields. It includes Edit permission to the Publication and Issue fields on the Product and Engagement objects, respectively.
- Add fields to page layouts (external):
- Add the
Publication
field to the Subscription page layout for the Product object. We recommend placing it in the Subscription section. - Add the
Issue
field to the Engagement page layout for the Engagement object. We recommend placing it in the uppermost—Information—section.
- Add the