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Configuration of Location and Subscriber Topic Sets in Enterprise Sales Management (Managed Package)
When you create an enterprise quote, you can start the process by specifying either the location or the subscribers. You can then configure these sections to group and show different sets of columns according to suitable themes represented by topics.
This feature is part of the Communications Cloud managed package.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer editions |
In a default out-of-the-box ESM app, these topics are:
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Locations: All, Serviceability, Address Validation
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Subscribers: All
To modify location and subscriber topic sets for ESM, follow these instructions:
- Configure Field Sets for Quote Members
Modify the fields available for member locations or subscribers. These fields appear under All Topics. - Configure Columns Shown Under Each Topic
Configure the columns that are shown when you select a topic from the displaying dropdown by extending the associated integration procedure. - Add Columns to Multiple Topics
Configure default columns from the All topic to appear also under other topics such as Serviceability or Address Validation. In the example given here, Street Address is included in Locations Field Set, and is added to additional topics. - Hide Columns from All Topics
Configure columns in the All topic to hide them from other topics, such as Serviceability or Address Validation.
Configure Field Sets for Quote Members
Modify the fields available for member locations or subscribers. These fields appear under All Topics.
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- In the Quick Find box, enter Quote Member, and then select Quote Member.
- Click Field Sets.
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Select the field set that you want to modify.
To modify the fields on the location page, select Member Upload Location.
To modify the fields on the subscriber page, select Member Upload Subscriber.
- Drag the fields to add them to or remove them from the field set or to sort their order in it.
- Save your changes.
Configure Columns Shown Under Each Topic
Configure the columns that are shown when you select a topic from the displaying dropdown by extending the associated integration procedure.
- From the app launcher, find and select OmniStudio integration procedures.
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For an enterprise quote, select the ESM_CustomViewSetup integration procedure.
For an enterprise order, select the ESM_CustomViewSetupForOrder integration procedure.
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Select the CustomQMFieldMapper node for classic flow.
Select the GuidedCustomQMFieldMapper node for guided journey flow.
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Configure the location element in this format.
{ "label": "Postal Code", "name": "vlocity_cmt__PostalCode__c", "topic": [ "Serviceability", "Address Validation" ], "type": "text", "visible": true, "editable": true, "sortable": true, "searchable": true }The description of these fields in the code is given in the table below.
Attribute Description label Column name to be shown in the location/subscriber table. name Field name of the column from the quote member object. topic List of topics that the column must be shown under. Unique topics from the entire column configuration are shown as a dropdown on the location/subscriber tab. type Datatype of the quote member field. If type is not given, it is defaulted to text. These data types are supported:
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text: Shows a default text field.
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number: Shows a number input field that outputs a number.
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date: Shows a date input field with a date picker.
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textarea: Shows a textarea input field.
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email: Shows an input field with email format validation.
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picklist: Shows a dropdown input field. You can also configure the picklist options as an array. The format for this is specified after this table.
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lookup: Shows a type ahead component where users can select only one option at a time. The format for this is specified after this table.
visible Optional boolean value. The default value is true. editable Optional boolean value. The default value is true. sortable Optional boolean value. The default value is true. searchable Optional boolean value. The default value is true. -
If the type is selected as picklist, a list of options are shown. Here’s how a picklist column with options is formatted.
{ "label": "Address Validation Result", "name": "vlocity_cmt__AddressValidationResult__c", "topic": [ "Address Validation" ], "type": "picklist", "picklist": [ { "label": "Success", "value": "success" }, { "label": "Failure", "value" "fail" } ] } -
If the type is selected as lookup, the column appears in this format.
{ "label": "Service Account", "lookupConfig": { "label": "Add Service Account", "leadingIcon": "utility:add", "lookupObject": "Account" }, "name": "vlocity_cmt__ServiceAccountId__r.Name", "topic": [ "All" ], "type": "lookup" }The description of these attributes is given in the table below.
Attribute Description label Label text to be shown for the save button in a multi-select typeahead component. leadingIcon Icon to be shown for the save button in a multi-select typeahead component. lookupObject Unique value to differentiate each column with typeahead input in the table. This is used in the ESM_getTypeaheadData integration procedure to fetch options from Data Mappers when searched. fieldLevelHelp Help/info message to be shown for each input field. (Optional) fieldLevelHelpPosition Position of the help message. (Optional) fieldLabel Label to be shown for the typeahead input field. (Optional) required Shows the required symbol (*) next to the input field. (Boolean value : true or false) (Optional) maxLength Limits the number of characters that can be typed. (Numerical value such as 1, 2 , 3) (Optional)
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Add Columns to Multiple Topics
Configure default columns from the All topic to appear also under other topics such as Serviceability or Address Validation. In the example given here, Street Address is included in Locations Field Set, and is added to additional topics.
- From the app launcher, find and select OmniStudio integration procedures.
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For an enterprise quote, select the ESM_CustomViewSetup integration procedure.
For an enterprise order, select the ESM_CustomViewSetupForOrder integration procedure.
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Select the CustomQMFieldMapper node for classic flow.
Select the GuidedCustomQMFieldMapper node for guided journey flow.
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Configure the location element in this format.
{ "label": "Street Address", "name": "vlocity_cmt__StreetAddress__c", "topic": [ "Serviceability", "Address Validation" ] }This configuration is merged along with the Street Address column from Field Set and it is shown in the All, Serviceability, and Address Validation topics.
Hide Columns from All Topics
Configure columns in the All topic to hide them from other topics, such as Serviceability or Address Validation.
In the example given here, Service Account is part of the Locations Field Set, and is hidden using these configuration steps.
- From the app launcher, find and select OmniStudio integration procedures.
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For an enterprise quote, select the ESM_CustomViewSetup integration procedure.
For an enterprise order, select the ESM_CustomViewSetupForOrder integration procedure.
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Select the CustomQMFieldMapper node for classic flow.
Select the GuidedCustomQMFieldMapper node for guided journey flow.
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Configure the location element in this format.
{ "label": "Service Account", "name": "vlocity_cmt__ServiceAccountId__c", "topic": [ "All" ], "visible": false }
Note This configuration is merged along with the Service Account column from Field Set and it is hidden.
