/
7.2.23.1 Setup of the Campaign Builder Structure

7.2.23.1 Setup of the Campaign Builder Structure

 

Campaign Builder Item Configuration Setting

Starting from the 2.169 release, the setup process for Campaign Builder has become more user-friendly. This is due to the addition of a dedicated user interface. All the necessary configurations required to run the Campaign Builder are now grouped under "Item Configuration Settings". This wizard provides easy configuration of the Campaign Builder's settings and also enables you to specify particular fields and their display conditions based on specific criteria.

Campaign Builder User Interface Steps

Here are the steps to follow to use the Campaign Builder User Interface:

  • To access it, you need to go to the App Launcher and search for "Item Configuration Settings".

  • Search for an existing record in the list and click on “Edit” or hit the “New” button to configure your Campaign Builder UI settings.

  • You will see the Campaign Builder Setup interface with tabs.

Campaign Builder Setup Tabs

In the Campaign Builder Setup, there are several tabs where you can configure different settings for your Campaign Builder view.

1 - General Settings

This tab allows you to set general configurations for the Campaign Builder, including Page Size, Price Rules buttons, and Enable Summary.

  • Configuration Label: Name for your Item Configuration Setting. Use it to easily identify the purpose of each configuration in list views.

  • Page Size: Specifies the number of records to display per page. A package item is considered one record, regardless of its components.

  • Display Apply Price Rules button: Enables the Apply Price Rule action in the Campaign Builders upper right corner to let users start the application process.

  • Hide Apply Price Rules modal: Enables the hiding of the Price Rules option.

  • Enable Summary: Enables a summary box above the Campaign Builder table, which summarizes the budget, budget reached, and the current open budget. For more information, please check this page out: 4.20.4 Campaign Summary for Campaign Builder

  • Enable Availability Mode Calendar: Enables the Publication Date selection calendar to show Availabilities. Otherwise, only publication dates are shown without checking their availability. For more information, please check this page out: 4.20.2 How to select Publication dates in the Campaign Builder

  • Enable Save and Continue Button: Enables the Save and Continue button on the campaign builder, where the user can save the configuration and continue editing if they do not wish to close the campaign item configuration

  • Enable Campaign Item Selection: Enables the campaign item selection for the campaign items to be able to copy, delete and check availability only for the selected campaign items and not all the campaign items in the campaign builder

  • Enable Weekly Calendar View: Enables the weekly calendar view for date selection in Campaign Builder. When this setting is enabled, users can select From/Until dates using the weekly calendar view. When disabled, Campaign Builder uses the standard Salesforce native date fields instead. This gives admins flexibility to choose the date selection experience that best fits their users’ workflow. The default value is enabled to preserve the existing behavior for current customers.

  • Custom Flow API Name (ADvendio__CustomFlowName__c): Specifies the API Name of an active Salesforce Screen Flow to be integrated into the Campaign Builder. When populated, an "Open Custom Flow" button is displayed in the Campaign Builder header, allowing users to launch the flow in a modal wrapper and apply custom business or targeting logic to campaign items. For step-by-step setup details and flow variable contract guidelines, see: 7.2.23.1.3 Launching Custom flow from Campaign Builder.

2 - Tabs and Columns

Here, you can tailor the fields and column settings to suit your requirements. The Tabs and Columns tab provides the following functionalities:

  1. Display of an existing tabs table with their names.

  2. Creation, modification and deletion of field and column settings.

Editing Tabs and Columns

 

2a. Enabling Availability Check in the Campaign Builder

By default you might not see the “Check Availability” button in the Campaign Builder. To add it just add the custom field called “Availability” to one of your tabs. After that the button will be shown and you can perform your availability checks.

2b. Enable Summary for Number and Currency Field

With version 2.182, the fields can be assigned by searching their names or API names, and the API names will also be visible in the table view of Manage Tabs and Columns

With 2.180, we’ve enhanced the way you set start and end times for Campaign Items in the Campaign Builder Wizard. Previously, selecting hours and minutes required four separate columns, which took up valuable space in the interface. Now, this has been streamlined into a single column DateTimeFromUntilComponent_CB called "From / Until (Date/Hour/Minute)", available under the Custom section of any tab. The field combines date, hour, and minute selection into an intuitive range picker, with clickable drop-downs for time (defaulting to 00:00 – 23:59).

With version 2.177.16 a new feature to sum up the number and currency field has been added to the item configuration setting. You can now configure the summary of your required fields at the bottom of the campaign builder

Screenshot 2026-03-25 at 11.47.52.png

Note: If the “Sum Up” is set to Yes for a field, it is automatically enabled for that same field in all other tabs. Customers can still manually disable it in any specific tab where the summed value is not required. Disabling it in one tab only affects that tab and does not impact the configuration in any other tabs.

3 - Tab Rules

With Tab Rules you can set rules to control the visibility and accessibility of fields under certain conditions, such as making them hidden, read-only or required. If you hide all fields of a column, it will disappear from your view. And if all columns are hidden the entire tab will disappear from your view.

The Rules tab and Actions button allow you to add, edit and delete Tab Rules columns.

  • To change Tab Rules data, use the actions buttons from the drop-down menu on your right:

  • Change or set information needed, give the rule a name

  • Define conditions of the rule

A few hints for the setup of Tab rules:

  • If you need to have a condition always true you can user User > IsActive > equals > True

  • If you need to compare something with a blank value use Field X > Is Null> True

  • Please note that the starting object “User” requires at least the permission “View Setup and Configuration“ for your users, otherwise it won’t be applied.

 

With version 2.182, a new operation, Is Null has been added to the table rules conditions configuration, and targeting settings which would ease the configuration of blank or null values

  • Define the consequences that should be applied when conditions are met.

  • After that press Confirm Changes and press Save and Back.

With version 2.182, the Campaign Builder's condition logic component (used in Tab Rules and other settings) now dynamically adapts to the selected field’s data type. Instead of a generic text input, the system now provides specific input types (e.g., a checkbox for booleans, a date picker for dates) and filters the available operators (e.g., "Contains" is shown only for text fields) to ensure more accurate and easier configuration.

User Guide

  1. Navigate to Tab Rules or any setting using the Condition Logic component.

  2. Select a field from the Field Selection dropdown.

  3. Observe the Operator and Value inputs:

    • Operators: If you select a text field, you'll see "Equals", "Not Equals", "Contains", and "Not Contains". For most other fields (dates, numbers, picklists), only "Equals" and "Not Equals" are shown.

    • Value Selection:

      • Checkboxes: Automatically appear for Boolean fields.

      • Date/Time Pickers: Appear for Date and Datetime fields.

      • Number Inputs: Validated for Currency, Decimal, and Percentage fields.

      • Picklist/Multi-Picklist: Use searchable comboboxes or dual-listboxes for selecting valid values.

      • Text Areas: Provide larger text inputs for long text fields.

Screenshot 2026-03-25 at 12.23.58.png

Please note that while adding custom fields as required fields, the "from_until" column is the only one that can be marked as required. Any other custom column marked as required will be ignored.

The following fields are impacted by this rule:

  • Adhoc Package

  • Availability

  • External System URL

  • Price Rule

  • Publication Dates

  • Targeting

Currently, we are working on making this possible for relevant fields in the future.

If you use tab rules to hide fields, any tab where all of its fields are hidden will automatically be hidden from view

Please note you have to press the button Confirm Changes here before they can be saved. Otherwise, you will see a warning as per screenshot below:

 

4 - Targeting Settings

In Targeting Settings you can set up rules to hide or disable targeting categories based on specific conditions. This helps you manage your targeting rules more easily.

The Targeting Settings field allows you to hide specific targetings in the campaign builder based on the conditions you have defined, and logical connectors.

 

Bulk Select / Unselect for Hidden Targeting

Screenshot 2026-07-23 at 17.10.50.png

 

Starting with version 2.184+ , two new buttons are available in the Hidden Targeting
section when editing a Targeting Rule:

Button

Action

Button

Action

Select all

Populates the Hidden Targeting table with all available targeting

ypes (e.g., Content, Connection, Devices, Geography, Inventory, Key Value, etc.) |

 

Unselect all

Removes all targeting rows from the table

5 - Actions Tab

The Actions tab allows you to customize the settings for action buttons in Campaign items and Package components. These buttons can perform tasks such as Copy, Delete, Copy Value, and Split. You can also enable or disable these buttons as needed:

With version 2.182 and onwards you can now customize the picklist values of the Fields to Share (optional) field or completely remove it from the campaign builder through item configuration setting

Screenshot 2026-01-22 at 13.50.01.png

6 - Static Columns Tab

The Static Columns Tab allows you to define static fields that remain fixed at the start of each Campaign Builder tab.

 

7 - Logic Fields

The Logic Fields tab can define logic fields in this tab that will be available in the background without being displayed. This is especially useful for custom logic applications and allows adding and removing rows, selecting fields, and custom fields for specific configurations.

8 - Known limitations

The error message The current configuration exceeds system field size limits. Please reduce configuration size before saving. will be shown when Item configuration setting is setup while exceeding the size limits (together with default values).

Migrating Item Configuration Settings Between Salesforce Orgs

When moving Campaign Builder configurations from one Salesforce org to another (e.g., sandbox to production), follow these steps:

  1. Export the Item Configuration Settings record from the source org (e.g., using Salesforce Data Loader or a similar tool).

  2. Import the record into the target org.

  3. Deactivate the old ICS record in the target org by setting the field ADvendio__DefaultSetup__c to false.

  4. Activate the newly imported ICS record by setting ADvendio__DefaultSetup__c to true.

  5. Ensure that any custom fields referenced in your Campaign Builder tabs and columns also exist in the target org. If they are missing, the configuration will not display correctly.

Note: Only one ICS record can be marked as the default at any time. Tools such as Salesforce Inspector can be used to edit the DefaultSetup__c checkbox directly.