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As an example, let’s say you are planning to have a separate tab in your Media Configuration, with all the relevant fields to plan your buying activities. So you create a new Tab in our Tab Setup and add the fields for planning budget and surcharge fees.
Now to make sure, those fields are only shown for Media Buying relevant Campaign Items, you can add tab rules looking for the following criteria:
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So if you evaluate for Buying Activity to be true, you can configure stuff like making certain fields required for these specific Campaign Items. While if you look for Buying Activity to be false, you can for example hide certain fields for all Campaign Items of a different type.
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Using these tools in ADvendio, you can make sure your users see a separate tab in the Media Configuration for the Buying settings + these fields are hidden for other Campaign Items, as shown here:
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Activate Lightning Record Pages
We included several Lightning Record Pages in our extension, to support your user experience.
To activate those, go to setup → Lightning App Builder
Here you can see a list of all Lightning Pages, including the ones from our Buying Pilot:
Buying & Service Campaign Item
Buying Item Management
Buying Order Management
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Click the view button on the left, to open a detailed view. You can see a preview of the page and use the ‘Activation’ button to enable the pages for your users.
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We recommend to use the App, Record Type and Profile settings, to enable our Campaign Item Lightning Page only for Campaign Items using the new 'Buying Activity & Service' Record Type. For everything is else the easiest solution is simply to add the Lightning Pages as Org default.
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These Lightning Pages are only an example from our end, you can further customize them to your needs. To do this, simply clone an existing Lightning Page from our Media Buying Pilot, so you can edit them as much as you like. |
Assign Permissions and Access rights
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