Competitor Product Tab Settings

Competitor Product is an entity to track your competitor’s related information for particular clients within a visit.

Customize Competitor Product tab and add the required fields to the Competitor Product Tab field set.

To customize the view of the Competitor Product tab:

  1. Go to Setup (1) → Custom Code → Custom Settings (2).

  2. Click Manage (3) next to Competitor Product Tab Settings.

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    The Competitor Product Tab Settings Detail opens.

    You can also click Competitor Product Tab Settings and then click Manage (3) on the Competitor Product Tab Settings page.

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  3. Click Edit to manage Default Organization Level Value.

    Click New to create a new organization level value.

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Check the description of the fields.

Setting Name Type Description Example

Active

Checkbox

If selected, that setting is active, and the Activity Report page uses it.

Additional Parameter

Text (255)

Additional SOQL-criteria is in use to the list of available records for the object, relation to which is specified in the Field To Show As Picklist field. They are used only when the Show Lookup As Picklist checkbox is checked and the Field To Show As Picklist field is populated.

WHERE RecordType.DeveloperName = 'CompetitorProduct'

Allow Record Management

Text (255)

Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field for enabling add or delete record functionality.

  • Set true to add or delete records and false to disable these options.

  • Use comma delimiter for multiple records.

true,false

Field Set Name

Text (255)

Specify Activity Data field set API name for each record type specified in the Record Type Developer Name field. Use comma delimiter for multiple records.

CTPHARMA__CompetitorProductTab

Fields To Show As Picklist

Text (255)

The field API-name with lookup type displays as a picklist in a selected order.

ProductId__c

Read Only ProductId

Text (255)

Specifies the values true or false for each record type developer name specified in the Record Type Developer Name field.

  • Set true to switch the ProductId lookup to read-only mode.

  • Set false to switch the ProductId lookup to edit mode.

  • Use comma delimiter for multiple records.

true,false

Record Type Developer Name

Text (255)

Specify the list of API names for Activity object record types, in order to display the tab on the Activity Report page when creating an activity with the specified record type.

Visit

Show Lookup As Picklist

Text (255)

If selected, the lookup field is replaced with the picklist with values that are available according to conditions specified in the Additional Parameter field.

The view of the tab is customized.

Also, you can customize the Competitor Product tab for each Profile on the CT Pharma Control Panel: Activity Report tab.

Now, you can edit the Competitor Product Tab field set:

  1. Go to Setup (1) → Object Manager → Pharma Activity Data (2).

    The Pharma Activity Data page opens.

  2. Go to Field Sets (3) and click Competitor Product Tab.

    The field set template opens.

  3. Edit a visible field set by dragging any of the fields to the In the Field Set list and click Save.

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The view of the tab is customized.

According to these settings, the Company Product tab displays on the Activity Report page.

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See also:

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