CT Layouts Templates
In future CT Layouts releases, pre-configured templates will be available for making customization in the CT Layouts Editor.
| In the first release, only the CG Cloud template is available. |
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Each template is a group of tabs and sections that is stored in the JSON format.
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Administrators can use the template to create other templates.
Create the Layout Settings record for the standard Visit object and specify the CG Cloud template in the Layout JSON field to allow mobile users to work with the CG Cloud objects.
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This template allows mobile users to perform tasks during visits to the retail store.
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Conduct Survey
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Inventory Check
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Custom Tasks
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Order
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Planogram Check
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Promotion Check
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You can edit this layout in the CT Layouts Editor.
Click to view the CG Cloud template
[
{
"label": "Conduct Survey",
"showSoqlCondition": "FROM AssessmentTask WHERE ParentId = '{!Visit.Id}' AND TaskType = 'ConductInStoreSurveys'",
"statusValue": "In Progress",
"sections": [
{
"label": "Surveys",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "SurveySubject",
"objectCondition": "WHERE SubjectId = '{!Visit.Id}'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "Name",
"readOnly": true,
"required": false
},
{
"name": "SurveyInvitation.InvitationLink",
"readOnly": true,
"required": false
}
]
}
}
]
},
{
"label": "Inventory Check",
"showSoqlCondition": "FROM RetailVisitKpi WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'InventoryCheck'",
"statusValue": "In Progress",
"sections": [
{
"label": "Inventory Check",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "RetailVisitKpi",
"objectCondition": "WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'InventoryCheck'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "AssessmentIndDefinition.Name",
"readOnly": true,
"required": false
},
{
"name": "InStoreLocationId",
"readOnly": false,
"required": true
},
{
"name": "ProductId",
"readOnly": true,
"required": false
},
{
"name": "ProductCategoryId",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__TargetValue",
"label": "Target Value",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__ActualValue",
"label": "Actual Value",
"readOnly": false,
"required": true
}
]
}
}
]
},
{
"label": "Custom Tasks",
"showSoqlCondition": "FROM RetailVisitKpi WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'Other'",
"statusValue": "In Progress",
"sections": [
{
"label": "Custom Task",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "RetailVisitKpi",
"objectCondition": "WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'Other'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "AssessmentIndDefinition.Name",
"readOnly": true,
"required": false
},
{
"name": "CustomContextId",
"readOnly": true,
"required": false
},
{
"name": "InStoreLocationId",
"readOnly": false,
"required": true
},
{
"name": "ProductId",
"readOnly": true,
"required": false
},
{
"name": "ProductCategoryId",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__TargetValue",
"label": "Target Value",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__ActualValue",
"label": "Actual Value",
"readOnly": false,
"required": true
}
]
}
}
]
},
{
"label": "Order",
"showSoqlCondition": "FROM RetailVisitKpi WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'PlaceOrder'",
"statusValue": "In Progress",
"sections": [
{
"label": "Order",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "ctorders__Order__c",
"objectCondition": "WHERE ctorders__AccountId__c = '{!Visit.AccountId}'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "orders__PriceBookId__c",
"readOnly": true,
"required": false
},
{
"name": "orders__Stage__c",
"readOnly": true,
"required": false
},
{
"name": "orders__TotalDiscount__c",
"readOnly": true,
"required": false
},
{
"name": "orders__TotalPrice__c",
"readOnly": true,
"required": false
}
]
}
}
]
},
{
"label": "Planogram Check",
"showSoqlCondition": "FROM RetailVisitKpi WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'PlanogramCheck'",
"statusValue": "In Progress",
"sections": [
{
"label": "Planogram Check",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "RetailVisitKpi",
"objectCondition": "WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'PlanogramCheck'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "AssessmentIndDefinition.Name",
"readOnly": true,
"required": false
},
{
"name": "InStoreLocationId",
"readOnly": false,
"required": true
},
{
"name": "PlanogramId",
"readOnly": false,
"required": true
},
{
"name": "ProductId",
"readOnly": true,
"required": false
},
{
"name": "ProductCategoryId",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__TargetValue",
"label": "Target Value",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__ActualValue",
"label": "Actual Value",
"readOnly": false,
"required": true
}
]
}
}
]
},
{
"label": "Promotion Check",
"showSoqlCondition": "FROM RetailVisitKpi WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'PromotionCheck'",
"statusValue": "In Progress",
"sections": [
{
"label": "Promotion Check",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "RetailVisitKpi",
"objectCondition": "WHERE VisitId = '{!Visit.Id}' AND AssessmentTask.TaskType = 'PromotionCheck'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "AssessmentIndDefinition.Name",
"readOnly": true,
"required": false
},
{
"name": "PromotionId",
"readOnly": false,
"required": true
},
{
"name": "InStoreLocationId",
"readOnly": false,
"required": true
},
{
"name": "ProductId",
"readOnly": true,
"required": false
},
{
"name": "ProductCategoryId",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__TargetValue",
"label": "Target Value",
"readOnly": true,
"required": false
},
{
"name": "CTLayouts__ActualValue",
"label": "Actual Value",
"readOnly": false,
"required": true
}
]
}
}
]
},
{
"label": "Complete Tasks",
"showSoqlCondition": "FROM AssessmentTask WHERE ParentId = '{!Visit.Id}' AND TaskType = 'Task'",
"statusValue": "In Progress",
"sections": [
{
"label": "Tasks",
"position": {
"x": 0,
"y": 20,
"width": 6,
"height": 20
},
"type": "RecordList",
"properties": {
"object": "Task",
"objectCondition": "WHERE WhatId = '{!Visit.Id}'",
"permission": {
"isCreatable": false,
"isLocalDeletable": false,
"isSyncedDeletable": false
},
"fields": [
{
"name": "ActivityDate",
"readOnly": true,
"required": false
},
{
"name": "Priority",
"readOnly": true,
"required": false
},
{
"name": "Subject",
"readOnly": true,
"required": false
},
{
"name": "Status",
"readOnly": false,
"required": false
}
]
}
}
]
}
]