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List of Service File fields removed for Lightning Layout

To allow the Service File object of HomeKeeper to function in Lightning, we had to remove formula and other fields from the Service File layout originally designed for Homeownership ("Home Purchase Layout"). This was due to a Salesforce Known Issue in Lightning that lowers the maximum number of fields/lookups/formula fields organizations can display on page layouts.

Below is a list of fields removed (and why) in the Homeownership layout designed for Service Files in the new UI, "Lightning User Home Purchase Layout". The spreadsheet used during the process is also saved in GSN HomeKeeper/lightning transition resources/Service File in Lightning/Business Process Friendly ServF layout (The "winning" solution is tab "Wizard Etc removal 7.19.18 - 176")

Fields removed to create "Lightning User Home Purchase Layout" that functions for Homeownership users in Lightning
                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

FIELD NAME How will Lightning Homeownership  users view/edit this field?
1 HOMEtracker__AMI_for_Family_Size__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
2 HOMEtracker__Annual_Income_Eligibility__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
3 HOMEtracker__Total_Pretax_Income_This_Year__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
4 HOMEtracker__Gross_Monthly_Income__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
5 HOMEtracker__Household_Size__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
6 HOMEtracker__For_the_Calendar_Year_Text__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
7 HOMEtracker__Number_of_Dependents__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
8 HOMEtracker__Percent_AMI__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
9 HOMEtracker__Percent_of_AMI__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
10 HOMEtracker__Qualifying_Amt_Available_House_Payments__c In Qualifying Calculations component  (HOMEtracker__Service_File_Field_Set)
11 HOMEtracker__Actual_Debt_Ratio__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
12 HOMEtracker__Actual_Housing_Ratio__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
13 HOMEtracker__Funding_Source_Total__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
14 HOMEtracker__Gross_Amount_Due_from_Borrower__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
15 HOMEtracker__Loan_to_Value_Ratio2__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
16 HOMEtracker__Monthly_Principal_Interest_Payments__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
17 HOMEtracker__Purchase_Price__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
18 HOMEtracker__Settlement_Charges_to_Borrower__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
19 HOMEtracker__Sum_of_Purchase_Loans__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
20 HOMEtracker__Total_Monthly_Housing_Costs__c In Purchase Calculations component (HOMEtracker__Service_File_Field_Set2)
21 HOMEtracker__Appraisal_Company__c Available via action "Enter Purchase Contacts"
22 HOMEtracker__Appraiser__c Available via action "Enter Purchase Contacts"
23 HOMEtracker__Attorney__c Available via action "Enter Purchase Contacts"
24 HOMEtracker__Buyer_Real_Estate_Company__c Available via action "Enter Purchase Contacts"
25 HOMEtracker__Buyers_Real_Estate_Agent__c Available via action "Enter Purchase Contacts"
26 HOMEtracker__Closing_Agent__c Available via action "Enter Purchase Contacts"
27 HOMEtracker__Closing_Company__c Available via action "Enter Purchase Contacts"
28 HOMEtracker__Insurance_Agent__c Available via action "Enter Purchase Contacts"
29 HOMEtracker__Insurance_Company__c Available via action "Enter Purchase Contacts"
30 HOMEtracker__Lender__c Available via action "Enter Purchase Contacts"
31 HOMEtracker__Listing_Real_Estate_Agent__c Available via action "Enter Purchase Contacts"
32 HOMEtracker__Listing_Real_Estate_Company__c Available via action "Enter Purchase Contacts"
33 HOMEtracker__Loan_Officer__c Available via action "Enter Purchase Contacts"
34 HOMEtracker__Title_Company__c Available via action "Enter Purchase Contacts"
35 HOMEtracker__Title_Officer__c Available via action "Enter Purchase Contacts"
36 HOMEtracker__Watched_DVD__c Unofficially retired; all 2018 onboarded user organizations removed this  field.
37 HOMEtracker__HOA_Condo_Dues__c View/Edit from Purchase Summary
38 HOMEtracker__Land_Use_Fee__c View/Edit from Purchase Summary
39 HOMEtracker__Monthly_Insurance_Costs__c View/Edit from Purchase Summary
40 HOMEtracker__Monthly_Tax_Liability__c View/Edit from Purchase Summary
41 HOMEtracker__Other_Amounts_Due_from_Buyer__c View/Edit from Purchase Summary
42 HOMEtracker__Other_Monthly_Housing_Expense_Adjustment__c View/Edit from Purchase Summary
43 HOMEtracker__Prepaids_Reserves__c View/Edit from Purchase Summary
44 HOMEtracker__Replacement_Reserves__c View/Edit from Purchase Summary
45 HOMEtracker__Gross_Amount_Due_Funding_Sources__c View/Edit from Purchase Summary (this is a Yes or No calculations fields,  not useful on layout)
46 HOMEtracker__Gross_Amount_Due_Accounted_For__c View/Edit from Purchase Summary (this is a Yes or No calculations fields,  not useful on layout)
47 HOMEtracker__Effective_Purchase_Price__c View/Edit from Resale Summary-Step 1 Verify Pricing
48 HOMEtracker__Pricing_Formula_Calculation__c View/Edit from Resale Summary-Step 1 Verify Pricing
49 HOMEtracker__Purchase_Option_Price__c View/Edit from Resale Summary-Step 1 Verify Pricing
50 HOMEtracker__Purchase_Option_Price_Before_Adjustments__c View/Edit from Resale Summary-Step 1 Verify Pricing
51 HOMEtracker__Unrestricted_Market_Value_at_Resale__c View/Edit from Resale Summary-Step 1 Verify Pricing
52 HOMEtracker__Sellers_Annual_Rate_of_Return__c View/Edit from Resale Summary-Step 2 Enter Sale Info
53 HOMEtracker__Sellers_Gain__c View/Edit from Resale Summary-Step 6 - Review
54 HOMEtracker__Sellers_Nominal_Rate_of_Return__c View/Edit from Resale Summary-Step 6 - Review
55 HOMEtracker__Sellers_Proceeds__c View/Edit from Resale Summary-Step 6 - Review
56 HOMEtracker__Contract_Sale_Price__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
57 HOMEtracker__Gross_Amount_Due_to_Seller__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
58 HOMEtracker__Net_Cash_to_Seller_at_Closing__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
59 HOMEtracker__Other_Amounts_Due_to_Seller__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
60 HOMEtracker__Other_Reductions_to_Amount_Due_Seller__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
61 HOMEtracker__Paid_at_Resale_by_Program__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
62 HOMEtracker__Seller_Adjustments_for_Sellers_Unpaids__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
63 HOMEtracker__Seller_Reductions_Accounted_For__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
64 HOMEtracker__Seller_s_Closing_Costs__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
65 HOMEtracker__Total_Payoff_Amount_of_All_Loans__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
66 HOMEtracker__Total_Reductions_to_Amount_Due_Seller__c View/Edit from Resale Summary - Step 3 - Reconcile Closing Statement
67 HOMEtracker__Notice_of_Default_Received_Date__c Track via Monitoring Related List on record page
68 HOMEtracker__Enforcement_Violation_Date__c Track via Monitoring Related List on record page
69 HOMEtracker__Ever_Seriously_Delinquent__c Track via Monitoring Related List on record page
70 HOMEtracker__Foreclosure_Resolution_Date__c Track via Monitoring Related List on record page
71 HOMEtracker__Has_Had_Serious_Delinquency_Intervention__c Track via Monitoring Related List on record page
72 HOMEtracker__Late_Payment_Date__c Track via Monitoring Related List on record page
73 HOMEtracker__Lost_Unit__c Track via Monitoring Related List on record page
74 HOMEtracker__Foreclosure_Initiated_Date__c Track via Monitoring Related List on record page
75 HOMEtracker__Next_Housing_Type__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
76 HOMEtracker__Resale_AMI__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
77 HOMEtracker__Resale_AMI_for_Family_Size__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
78 HOMEtracker__Resale_Total_Annual_Income__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
79 HOMEtracker__Resale_Household_Size__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
80 HOMEtracker__Resale_Percent_of_AMI__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey" (added to Exit Survey field set)
81 HOMEtracker__Sellers_New_County__c Autofilled from Sellers_New_Zip_Code__c (causes errors if added to Resale  Summary Step 5)
82 HOMEtracker__Next_Home_Tenure_Type__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
83 HOMEtracker__Overall_Experience__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
84 HOMEtracker__Reason_for_Sale__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
85 HOMEtracker__Sellers_New_City__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
86 HOMEtracker__Sellers_New_State__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
87 HOMEtracker__Sellers_New_Street__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
88 HOMEtracker__Sellers_New_Zip_Code__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"
89 HOMEtracker__Subsidy_for_Next_Residence2__c Enter from Resale Summary Step 5, or custom link "View Exit  Survey"

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