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Please take note that the setting will need to be created manually if there is no record existing in your org yet. App Launcher > Item Configuration Settings > New record Tabs and Columns: [{"name":"Period","columns":[{"fieldpath":"ADvendio__from_Date__c"},{"fieldpath":"ADvendio__until_Date__c"},{"fieldpath":"ADvendio__LineDescription__c"}]},{"name":"Pricing","columns":[{"fieldpath":"ADvendio__Quantity__c"},{"fieldpath":"ADvendio__Frequency__c"},{"fieldpath":"ADvendio__Sales_Price__c"},{"fieldpath":"ADvendio__SurchargeSalesPrice__c"},{"fieldpath":"ADvendio__SurchargeSalesPricePct__c"},{"fieldpath":"ADvendio__Amount_B3__c"}]},{"name":"Surcharges","columns":[{"fieldpath":"advendio__amount_b3__c"},{"fieldpath":"advendio__surchargeb3__c"},{"fieldpath":"advendio__surchargeb3abs__c"},{"fieldpath":"advendio__amount_b2__c"},{"fieldpath":"advendio__surchargeb2__c"},{"fieldpath":"advendio__surchargeb2abs__c"},{"fieldpath":"advendio__amount__c"}]},{"name":"Discounts","columns":[{"fieldpath":"ADvendio__Quantity_Discount_custom__c"},{"fieldpath":"ADvendio__RateDiscount1AbsCustom__c"},{"fieldpath":"advendio__rate_discount_2_custom__c"},{"fieldpath":"advendio__ratediscount2abscustom__c"},{"fieldpath":"advendio__rate_discount_3_custom__c"},{"fieldpath":"advendio__ratediscount3abscustom__c"},{"fieldpath":"advendio__rate_discount_4_name__c"},{"fieldpath":"advendio__rate_discount_4__c"},{"fieldpath":"advendio__ratediscount4abscustom__c"},{"fieldpath":"advendio__amount_net__c"}]},{ "name":"Targeting", "columns":[ { "fieldpath":"targeting" } ] },{ "name":"Price Rules", "columns":[ { "fieldpath":"price_rules" } ] }] Static Columns: ["name","advendio__billing_category__c"] Actions: [{"value":"copy","label":"Copy","isSubitemAction":false,"isItemAction":true},{"value":"delete","label":"Delete","isSubitemAction":false,"isItemAction":true}] Tab Rules: [{"readonlyFields":["advendio__sales_price__c"],"name":"Make Sales Price read only","logicalConnector":"AND","conditions":[{"value":"true","operator":"==","fieldpath":"user.isactive"}]},{"name":"Print products hide fields","logicalConnector":"AND","hiddenFields":["targeting"],"conditions":[{"value":"Print","operator":"==","fieldpath":"ADvendio__Ad_Price__r.ADvendio__Ad_Spec__r.ADvendio__Ad_Type__r.RecordType.DeveloperName"},{"value":"ADvendio","operator":"==","fieldpath":"ADvendio__Ad_Price__r.ADvendio__Ad_Spec__r.ADvendio__Ad_Type__r.RecordType.NamespacePrefix"}]},{"name":"Make targeting hidden in package headers","logicalConnector":"AND","hiddenFields":["targeting"],"conditions":[{"value":"Packet","operator":"==","fieldpath":"ADvendio__Ad_Price__r.ADvendio__Ad_Spec__r.RecordType.DeveloperName"},{"value":"ADvendio","operator":"==","fieldpath":"ADvendio__Ad_Price__r.ADvendio__Ad_Spec__r.ADvendio__Ad_Type__r.RecordType.NamespacePrefix"}]}] Page Size: 40 |
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The block below shows a short example of a possible tab and column setup value. The names define the tab names and the columns contain the field names to the relevant fields you would like to show. Please make sure to add the "fieldpath" in front of every field you would like to add and take also note that the API name needs to be added for the fields. To add our new targeting component to the setup you can simply enter the name “targeting” behind the fieldpath. To add our Price Rule component to the setup you can simply enter the name “price_rules” behind the fieldpath.
| Code Block |
|---|
[
{
"name":"Tab 1",
"columns":[
{
"fieldpath":"ADvendio__from_Date__c"
},
{
"fieldpath":"ADvendio__until_Date__c"
},
{
"fieldpath":"ADvendio__Quantity__c"
}
]
},
{
"name":"Tab 2",
"columns":[
{
"fieldpath":"targeting"
}
]
}
] |
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You can start the field path for the conditions either from the user object as in the example above or from the campaign item with the first relevant field, e.g. "advendio__ad_price__r.advendio__ad_spec__r.advendio__distribution__c" .
Other settings
Please take note that 2 new checkboxes were added to change settings for Price Rules.
The checkbox “Hide Apply Price Rules modal“ can be set to hide the modal which will be shown as a reminder that Price Rules will be applied while saving.
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The checkbox “Display Apply Price Rules button“ is needed to be set to enable the Apply Price Rules button to be shown in the Campaign Builder.
Error Handling in Item Configuration Setting
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