CTM Settings: CG Cloud Record Type

The CG Cloud record type of the CTM Settings object is intended to store the settings to display the related CG Cloud records on the record of the appropriate offline object in the CT Mobile app.

The mobile user can work with the related CG Cloud records and fill out the available fields with the actual values obtained during the visit to the retail store. The appropriate setting is defined by a combination of the clm__Object__c, clm__ObjectRecordType__c, and clm__OrgProfileId__c fields.

  • If there is only one appropriate setting, a tab with the name specified in the clm__Label__c field will be displayed.

  • In the case of several appropriate settings, the Detailing tab with sections named according to the clm__Label__c field will be displayed.

  • If there are custom related lists, the Detailing tab will have sections with related CG Cloud records and custom related lists.

Record Type API name: CGCloud

Field API Name Type Description

Columns

Columns__c

Long Text Area(32768)

List of column headers (separated by a comma, without blank space).

Available values:

  • $Photo is the header for the product photo column.

  • The Name of the Assessment Indicator Definition record, for example,$Out of stock

  • The API name of the related object field, for example, ProductId

The field should be manually created.

The number of headers must match the number of fields in the clm__Fields__c field.

Creating Allowed

clm__IsCreatingAllowed__c

Checkbox

If enabled, the mobile user can create records of clm__RelatedObject__c.

The permission to create a record cannot overcome the same profile permission.

Criteria

clm__Criteria__c

Long Text Area(32768)

A SOQL query is used to display only matched records of clm__RelatedObject__c.

The criteria line should start with the WHERE keyword.

Deleting Allowed

clm__IsDeletingAllowed__c

Checkbox

If enabled, the mobile user can delete records of clm__RelatedObject__c.

The permission to delete a record cannot overcome the same profile permission.

Drilldown

clm__IsDrilldownEnabled__c

Checkbox

If enabled, the mobile user can drill down to record details when taping on it.

Fields

clm__Fields__c

Long Text Area(32768)

List of fields (separated by a comma, without blank space).

Available values:

  • $Photo is used to display a photo of the product.

    The DisplayUrl field of the Salesforce Product record must contain the URL address of the photo.

  • The API name of the Retail Visit KPI record field to write the actual value of the assessment indicator into this field.

  • API name of the related object field, for example, ProductId

The number of fields must match the number of columns in the Columns__c field.

Label

clm__Label__c

Text(255)

The name of the tab or the name of the section in the Detailing tab if there are several appropriate CTM Settings records of the CG Cloud record type or custom related lists.

Object

clm__Object__c

Text(255)

The API name of the offline object. The tab with related CG Cloud records will be displayed on the offline object record screen.

Object Record Type

clm__ObjectRecordType__c

Text(255)

The record type API name for clm__Object__c.

Order

clm__Order__c

Number(18,0)

If there are several appropriate CTM Settings records of the CG Cloud record type, the number in this field defines the order of the section on the Detailing tab.

Org ID/Profile ID

clm__OrgProfileId__c

Text(255)

The profile’s ID.

Left blank or specify an Organization ID to apply for all non-configured profiles.

Read-Only Attributes

clm__ReadOnlyAttributes__c

Text(255)

List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field.

If true, the field is read-only.

Reference Field

clm__ReferenceField__c

Text(255)

The reference field from clm__RelatedObject__c to clm__Object__c.

Related Object

clm__RelatedObject__c

Text(255)

The API Name of the related object, for example, RetailVisitKpi.

Related Object Record Type

clm__RelatedObjectRecordType__c

Text(255)

The record type API name for clm__RelatedObject__c.

Required Attributes

clm__RequiredAttributes__c

Text(255)

List of true and false values (separated by a comma, without blank space) for every field specified in the clm__Fields__c field.

If true, the field should be filled out.

Sorting Criteira

clm__SortingCriteria__c

Text(255)

The API name of the field, which is used to sort records of clm__RelatedObject__c.

By default, records are sorted by ProductId field in ascending order.

Task Type

TaskType__c

Text(255)

The type of the visit task. The following tasks are available:

  • Inventory Check

  • Promotion Check

  • Other

Tasks of different types can be presented on one tab.

The field should be manually created.
``