Special Trackings Tab Settings

Special Tracking is an entity to set and track tasks and objectives during the marketing cycle.

Customize Special Tracking related tab by adding the required fields to the Special Tracking Tab field set.

To customize the view of the Special Tracking tab:

Go to Setup (1) → Custom Code → Custom Settings (2).
Click Manage (3) next to Special Tracking Tab Settings.

The Special Tracking Tab Settings Detail page opens.

You can also click Special Tracking Tab Settings and then click Manage (3) on the Special Tracking Tab Settings page.
Click Edit *to manage *Default Organization Level Value.

Click New to create a new organization level value.

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.
Currency Answer Field Type	Text (255)	Specify API name of the field with the currency type on the custom Activity Data object, which is used to store currency values in created records.	CTPHARMA__CurrencyAnswer__c
Number Answer Field Type	Text (255)	Specify API name of the field with the number type on the custom Activity Data object, which is used to store number values in created records.	CTPHARMA__NumberAnswer__c
Text Answer Field Type	Text (255)	Specify API name of the field with the text type on the custom Activity Data object, which is used to store text values in created records.	CTPHARMA__TextAnswer__c
Boolean Answer Field Type	Text (255)	Specify API name of the field with the checkbox type on the custom Activity Data object, which is used to store logical values in created records.	CTPHARMA__BooleanAnswer__c
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

Setting Name

Type

Description

Example

Active

Checkbox

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

Currency Answer Field Type

Text (255)

Specify API name of the field with the currency type on the custom Activity Data object, which is used to store currency values in created records.

CTPHARMA__CurrencyAnswer__c

Number Answer Field Type

Text (255)

Specify API name of the field with the number type on the custom Activity Data object, which is used to store number values in created records.

CTPHARMA__NumberAnswer__c

Text Answer Field Type

Text (255)

Specify API name of the field with the text type on the custom Activity Data object, which is used to store text values in created records.

CTPHARMA__TextAnswer__c

Boolean Answer Field Type

Text (255)

Specify API name of the field with the checkbox type on the custom Activity Data object, which is used to store logical values in created records.

CTPHARMA__BooleanAnswer__c

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

The view of the tab is customized.

Also, you can customize Special Tracking Tab for each Profile on the CT Pharma Control Panel: Activity Report tab.

According to these settings, the Special Tracking tab displays on the Activity Report page.

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See also: