3.1 Configuring CT Vision IR to Work with a Custom Activity Object
With additional configuration, CT Vision IR can work with a custom object that will have a CT Vision button to take photos, and the photos taken will be linked to that object to work on the Feedback Loop page. Visit records are still created for the selected Activity object.
CT Mobile Customization
Check that the Activity object is specified on the CT Mobile Control Panel: Calendar tab.
System Label
Create the MobileId__c field on the desired object, for example, CustomMeeting__c, in order to identify whether a record has been created on a mobile device or in Salesforce. The photo taken on a mobile device will be attached only to the records with the specified Mobile Id. For more information, go to the System Label article.
Activity Lookup
Create a field with the Lookup type, for example, ActivityId__c, on the CustomMeeting__c object to link it with the Activity specified on the CT Mobile Control Panel: Calendar tab.
CT Vision Setup
CTM Settings: Visit Vision
Specify the desired object as the Activity object to display the CT Vision button and take photos for recognition:
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Go to the CTM Settings tab and click New.
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Select the Vision Visit record type and click Next.
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Fill out all fields and add the API name of the desired object, for example, CustomMeeting__c, in the Vision Object field.
The full description of the fields is available here.
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Click Save. The setup is complete.
Feedback Loop: Custom Filters
To have the ability to filter records of the custom object on the Feedback Loop page and set up the order of its records:
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Go to the CT Vision Setup tab → Feedback Loop → Custom Filters.
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Select the custom object, for example, CustomMeeting__c.
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In the SOQL builder, specify the desired criteria.
You can set up filters based on field of the parent and child objects.
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Click Save.
The setup is complete. Photos on the Feedback Loop page will be automatically sorted according to the specified criteria.