CTM Settings
CTM Settings is intended to store settings defined in the CT Mobile Control Panel. CTM Settings has record types that correspond to specific custom settings.
Object API name: clm__CTMSettings__c
Permissions
Assign the preconfigured permission sets: CT Mobile Administrator and CT Mobile User.
Depending on their type, all users should have required access to CTM Settings. There is no need to specify sharing rules for records of the CTM Settings object. During synchronization, only settings related to the current user will be downloaded.
Current limitations
| Any changes to the settings must be made using the CT Mobile Control Panel. Manually changing the custom settings or CTM Settings records can cause data inconsistencies between Salesforce and the CT Mobile app. |
Due to the limitations of custom settings and since CT Mobile 2.2:
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Settings for the menu, offline objects, and standard related lists will b saved both in custom settings and CTM Settings.
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To support consistency of applied settings, the ID of the record of the corresponding custom settings will be specified in the clm__ExternaId__c field of the CTM Settings record with the corresponding record type.
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Settings for the menu offline objects and standard related lists will be downloaded to the CT Mobile app from the records of CTM Settings with the following record types.
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Other settings will still be downloaded from custom settings.
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The CT Mobile Control Panel displays settings of the menu, offline objects, and standard related lists given the CTM Settings records and other settings given custom settings.
For devices with installed CT Mobile below 2.2, all settings for the CT Mobile app are still synchronized from custom settings.
Migration to the CTM Settings Records
The table below contains all CTM Settings record types, corresponding custom settings to them, the CT Mobile Control Panel tabs for setup, and the CT Mobile version, since which the logic of working with the CTM Settings object is supported. All CTM Settings record types have already been added to the CT Mobile package.
| The table below is incomplete and is filled out based on the supported CTM Settings record types. |
CTM Settings Record Type |
Custom Setting |
CT Mobile Control Panel Tab |
CT Mobile Release |
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CT Mobile Package |
CT Mobile iOS |
CT Mobile Windows |
CT Mobile Android |
CT Mobile Android 2.0 |
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Activity |
Mobile Application Setup |
Calendar |
No |
Future |
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Calendar |
Mobile Application Setup |
Calendar |
|||||
Color Settings |
Mobile Customization |
Color Settings |
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Credentials |
API Key / Mobile Credential Data |
Tools |
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Link List |
Mobile Link Lists |
App Menu |
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Main Settings |
Mobile Application Setup |
General |
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Mapping |
Mobile Application Setup |
General |
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Menu |
Menu Settings and Offline Objects |
App Menu |
Since 3.34.7 |
Since 2.2 |
Since 1.3 |
No |
|
Mini Layouts |
Mobile Mini Layout Settings |
Mini Layouts |
Future |
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Offline Objects |
Menu Settings and Offline Objects |
Offline Objects |
Since 3.34.7 |
No |
Since 1.3 |
No |
|
Remote Detailing |
CLM Settings |
Presenter |
Future |
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Standard Related Lists |
Related List Filters |
Offline Objects, Custom Details |
Since 3.34.7 |
Since 2.2 |
Since 1.3 |
Since 2.1 |
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