Layout Setting Field Reference
The Layout Setting record type is intended to store configurations of Catalog, Promotions, Delivery Summary and Order layouts for Salesforce and the CT Mobile app.
Object record type API name: LayoutSetting
| Field | API Name | Type | Description | |||||
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Object |
orders__Object__c |
Text(255) |
Specify the API name of the object for which the settings are configured.
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Parent Object |
orders__ParentObject__c |
Text(255) |
Specify the API name of the parent object for which the settings are configured if the object has master-detail relationships with another object.
If set, the orders__RecordType__c and orders__SalesOrganizationId__c are specified for a parent object. |
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Record Type |
orders__RecordType__c |
Text(255) |
A record type for which the layout is configured.
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Sales Organization |
orders__SalesOrganizationId__c |
Lookup(Sales Organization) |
The business unit for which settings are configured.
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Fields to Display |
orders__FeildsToDisplay__c |
Long Text Area(1000) |
Specify the list of fields that will be displayed on the layout (separated by a comma, without spaces).
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Required Attributes |
orders__RerquiredAttributes__c |
Text(255) |
For the specified fields in the orders__FeildsToDisplay__c field, list correspondingly the attributes true/false (separated by the comma, without spaces) to define which fields should be mandatorily filled out. An empty value of the attribute is applied as false. The specified fields must be of the following types:
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Read Only Attributes |
orders__ReadOnlyAttributes__c |
Text(255) |
For the specified fields in the Fields to Display, list correspondingly the attributes true/false (separated by the coma, without spaces) to define which fields should be set as read-only. An empty value of the attribute is applied as false.
Some fields are filled automatically on the objects when a product is being added and have always a read-only status.
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Displayed Field Width |
orders__DisplayedFieldWidth__c |
Text(255) |
Set fields width as a percentage of visible part of the screen in the following format: 'Product Name,Quantity,Field1,Field2,..,FieldN' where Field1, Field2, FieldN are fields listed in the Fields To Display. Use 0 for default width.
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Order Currency |
CurrencyIsoCode |
Picklist |
Applies to CT Order related objects (Order Line Item, Delivery Line Item, Calculated Discount) and requires multiple currency activation. Is the standard Salesforce field to select currency while creating order in the CT Mobile app. Do not change the currency after saving the order. |
| For lookup fields, you can set up lookup filters to control data that should be displayed in Delivery Summary. |
Required Layouts
It is necessary to create the Settings record with the Layout Setting record type for the following objects:
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Catalog Line Item and Catalog Assignment to have the ability to add products to a catalog and assign accounts.
It is highly recommended to set up a single catalog layout for an instance. -
Promotion Line Item and Promotion Assignment to have the ability to add products to the promotion and assign accounts.
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Order Line Item to view product details in the order cart.
It is highly recommended to set up the order layout for each Sales Organization separately.
Additionally, customize a mini layout for the CT Order object to display desired fields when creating a new order in the CT Mobile app.
Search the Appropriate Layout
The Settings record with the Layout Settings record type will be applied when the criteria are met. The search is carried out in the following order:
| Salesforce | CT Mobile |
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