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Sync Your Display Data
Understand how to use named queries or named fetch trees to sync display records in the Consumer Goods (CG) offline mobile app. Create lookups to other objects and wizards to select different objects, and sync and show attachments to display records.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
- Prerequisites
Before you configure the settings to sync the Display records to the Consumer Goods Cloud offline mobile app, install and set up the Consumer Goods Cloud managed package and other apps. Then, create the Displays custom card in the Your Day cockpit and add the detail layout. - Distribute Display Records Based on Account
To sync display data by using named queries, add an account lookup field to the Display object in Consumer Goods Cloud. Then, to sync the Display account data to the offline mobile app, add the account field to the mobility relevant field sets. - Sync Display Data by Using a Named Query
After adding an account lookup field to the Display object, use a named query from Sync Configuration to ensure that sales reps see only the displays related to their accounts. The named query filters data and shows information relevant to the user's account in the offline mobile app. - Considerations for Adding Customer Lookup to Displays
Configure a lookup control in Visual Studio Code based Modeler to show the current Displays account and a button to launch a wizard to select a different account on the Consumer Goods offline mobile app. Add an event handler in process flow to launch the wizard for the sales rep to select a customer. - Integrate Customer Lookup on Display Card
To show the current account in Displays, configure the BoMyDisplay business object and DsBoMyDisplay datasource contracts in Visual Studio Code based Modeler. To create a wizard to select a different account, add an action to the MyDisplay_DisplayDetailsProcess process contract. Lastly, test the configuration in the simulator app. - Sync Display Attachments with Named Fetch Trees
To sync display data and images to the Consumer Goods offline mobile app, add images as attachments and create a named fetch tree for the display object in Consumer Goods Cloud. Sync the attachments and define how to show them on a new tab using a named fetch tree in the Sync Management app. - Attachments Tab in Display Detail Page
Add a tab to show a list of display attachments in the master-detail Displays page. In Visual Studio Code based Modeler, create a list object to load the attachments and to bind to a MediaList UI control in a new tab.
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