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To get there navigate to the Overview Tab and open the Feature Settings in Section Setup - SettingApp Launcher and look for Feature Settings. Click on the link "Feature Settings".

You can then configure the following fields using Feature Settings. If the records mentioned in the screenshots below do not exist please create new Feature Setting records by hitting the "New" button.

Note

All records have the same feature name: AdManagerKanban and Template Name: Global.

  1. Define the filter fields here to select only "certain" MediaCampaigns or Campaign Items.
  2. Media Campaign Cards (defines the list of fields displayed per Media Campaign)
  3. Campaign Item Cards (defines the list of fields displayed per Campaign Item)
  4. Media Campaign Mapping

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  1. .


Info
  • Version 2.85 and lower: 
    • Currently you can only use fields at the Media Campaign or Campaign Item as filter fields. Fields from related objects don't work as filters (example: Account.Industry) and might cause errors. You can however use fields from related objects as card fields (example: Owner.Name)
  • Starting Version 2.87 and up:
    • Has an enhanced filter logic that now allows related objects also as filters. i.E. in Campaign Item view you can filter Media Campaign Owner (Example: ADvendio__Media_Campaign__r.OwnerID)
    • We also enabled Fields of related Objects as Card Fields!

2. Mapping

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All Media Campaigns and Campaign Items need the field Ad Manager Status field filled. If EMPTY this record is not displayed in the Kanban. You can set up a Flow or Workflow workflow to automatically write these status fields matching it to your stages, see Chapter 3. 

The Feature Setting MediaCampaignMapping defines the mapping which campaign items or media campaigns status should be shown in the particular column. For this, the value of the Feature Setting will be filled with the value of the field ADvendio__AdManagerStatus__c and the name of the column in which the Item should appear. If the field ADvendio__AdManagerStatus__c is filled with a value not mentioned in the mapping or is blank, then this Campaign Item/Media Campaign should not appear in any column.

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In order to automate setting the values of the admanager status field in Media Campaign and Campaign Item we recommend using:

Technically it is also possible to use the former recommended process flow, but this often leads to performance issues i.e. CPU Limit Errors. 

Here an example for a field update: 

Info
titleExample
IF(ADvendio__from_Date__c >= TODAY() && ISBLANK(ADvendio__Ad_Id__c) &&ADvendio__Submit_to_AdServer__c = true && ADvendio__CreativeUploaded__c = false, "New", 
IF(ADvendio__from_Date__c >= TODAY() && NOT(ISBLANK(ADvendio__Ad_Id__c)) &&ADvendio__CreativeUploaded__c = true,"Ready for delivery", 
IF(ADvendio__from_Date__c <= TODAY() && ADvendio__until_Date__c >= TODAY() && NOT(ISBLANK(ADvendio__Ad_Id__c)) && ADvendio__PerformanceIndicator__c >= 1 ,"Running performance OK", 
IF(ADvendio__from_Date__c <= TODAY() && ADvendio__until_Date__c >= TODAY() && NOT(ISBLANK(ADvendio__Ad_Id__c)) && ADvendio__PerformanceIndicator__c < 1,"Running underperforming", 
IF(ADvendio__until_Date__c < TODAY() && ADvendio__Quantity__c <= ADvendio__Delivered_Impressions__c , "Finished goal reached", 
IF(ADvendio__until_Date__c < TODAY() && ADvendio__Quantity__c > ADvendio__Delivered_Impressions__c , "Finished goal not reached", "Other"))))))