Targets

Navigate to the Pubs Global Setting (mvn__PP_Global_Setting__mdt) custom metadata type.

Click the Default (PP_Default) metadata record.

On the Pub Wizard Add Related Objects field, ensure that "targets": true. If not, modify the metadata record accordingly.

In the Publication wizard, create a new document.

On the confirmation screen that says that the document has been successfully created, click + Add and then select Relate Targets.

In the Proposed Targets field, select the proposed target that you wish to convert into a target. Modify the other fields as necessary.

After you have added the desired proposed targets that you wish to convert to targets, click Save. Target records will be created and related to the new Document record accordingly and will appear in the Targets related list on the Document record.

Navigate to the appropriate Target field set for the desired object record (e.g., annual plan, concept, or document) and desired target type (e.g., congress or journal). For more information, reference Table 71, “Target related lists and search modals” above.

Add or remove Target fields from the field sets as needed.

Save your changes.

Create your custom field set on the Target object. For more information, reference Salesforce's documentation on Creating and Editing Field Sets.

Navigate to the Pubs Global Settings (mvn__PP_Global_Setting__mdt) custom metadata type.

On the Default (PP_Default) metadata record, replace the out-of-the-box Target field set names with your custom field set names on the following Pubs Global Settings metadata fields as appropriate:

Save your changes.

In any of the Proposed Targets or Targets related lists, click New. The corresponding Proposed or Document Target Search modal will open and display any recently viewed congresses and journals.

In the search box, enter one or more keywords to find your desired congresses or journals. You can switch from the basic search experience to the advanced search experience for greater filter options.

Click Search. Records that match the SOSL query will appear in the search results list view.

On the left side of the search results list view, check the congresses or journals that you may want to add as targets. You can select up to three to compare and associate to the current annual plan, concept, or document.

Click Review Selection. The modal will display the selected records side by side for you to review and compare.

Select a priority for the records:

Click the Primary toggle button to identify the congress or journal you primarily wish to target.

Click Save. Target records that relate the selected congresses or journals with the current annual plan, concept, or document will be created and added to the current Proposed Targets or Targets related list.