Inventory Tab Settings

Inventory Tab Settings is used to display tracking rented items for the point-of-sales 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__InventoryTab__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)

Not in use.

Field Set Name

CTCPG__FieldSetName__c

Text (255)

Specify the API name of the field set 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 Inventory 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.

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