Company Product Tab Settings

Company Product Tab Settings is used to display tracking company products on the tab of the Activity Report page for the specific user or profile based on the division category.

By default, there is the setting for the whole Salesforce organization. To enhance or restrict a particular user or profile access, create a new record.

API name in Salesforce: CTCPG__CompanyProductTab__c

Field	API Name	Type	Description
Active	CTCPG__IsActive__c	Checkbox	If selected, the setting is active, and CT Products will be pulled to the corresponding Activity Report.
Additional Parameter	CTCPG__AdditionalParam__c	Text (255)	Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field. To filter records, the criteria line should start with the WHERE keyword. The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated.
Allow Record Management	CTCPG__AllowRecordManagement__c	Text (255)	Specify if the user is allowed to create and delete records on the Company Products tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable false to restrict
Field Set Name	CTCPG__FieldSetName__c	Text (255)	Specify the API name of the fieldset for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space).
Field To Show As Picklist	CTCPG__FieldToShowAsPicklist__c	Text (255)	The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c.
Read Only ProductId	CTCPG__FieldSetName__c	Text (255)	Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces): true to enable read-only mode false to enable the edit mode
Record Type Developer Name	CTCPG__RecordTypeDeveloperName__c	Text (255)	Specify the list of API names of Activity record types to display the Company Products tab on the Activity Report page (separated by a comma, without blank spaces).
Show Lookup As Picklist	CTCPG__ShowLookupAsPicklist__c	Checkbox	If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.

Field

API Name

Type

Description

Active

CTCPG__IsActive__c

Checkbox

If selected, the setting is active, and CT Products will be pulled to the corresponding Activity Report.

Additional Parameter

CTCPG__AdditionalParam__c

Text (255)

Additional SOQL-criterion to filter available CT Product records to select in the CTCPG__FieldToShowAsPicklist__c field.

To filter records, the criteria line should start with the WHERE keyword.
The CTCPG__ShowLookupAsPicklist__c checkbox should be active, and the CTCPG__FieldToShowAsPicklist__c field should be populated.

Allow Record Management

CTCPG__AllowRecordManagement__c

Text (255)

Specify if the user is allowed to create and delete records on the Company Products tab of the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces):

true to enable
false to restrict

Field Set Name

CTCPG__FieldSetName__c

Text (255)

Specify the API name of the fieldset for the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without a blank space).

Field To Show As Picklist

CTCPG__FieldToShowAsPicklist__c

Text (255)

The field API name with lookup type to the CT Product record of the Activity object that should be displayed as a picklist, for example, ProductId__c.

Read Only ProductId

CTCPG__FieldSetName__c

Text (255)

Specify if the lookup field to the CT Product record should be read-only or available to modify on the Activity Report page for each specified Activity record type in the CTCPG__RecordTypeDeveloperName__c field (separated by a comma, without blank spaces):

true to enable read-only mode
false to enable the edit mode

Record Type Developer Name

CTCPG__RecordTypeDeveloperName__c

Text (255)

Specify the list of API names of Activity record types to display the Company Products tab on the Activity Report page (separated by a comma, without blank spaces).

Show Lookup As Picklist

CTCPG__ShowLookupAsPicklist__c

Checkbox

If selected, available CT Product records will be shown as a picklist according to conditions specified in the CTCPG__AdditionalParam__c field.