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            Configure Power Update Settings

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            Configure Power Update Settings

            You configure Power Update settings from the Field Settings custom setting.

            The following is a list of some commonly used field settings:

            • PricebookEntryId.Product2id.Name

            • Quantity

            • PricebookEntryId.Product2id.Family

            • PricebookEntryId.Product2id.vlocity_cmt__Type__c

            • PricebookEntryId.Product2id.vlocity_cmt__SubType__c

            • PricebookEntryId.Product2id.ProductCode

            • PricebookEntryId.UseStandardPrice

            • PricebookEntryId.UnitPrice

            • PricebookEntryId.vlocity_cmt__RecurringPrice__c

            • vlocity_cmt__OneTimeTotal__c

            • vlocity_cmt__OneTimeManualDiscount__c

            • vlocity_cmt__RecurringManualDiscount__c

            • vlocity_cmt__ServiceAccountId__c

            • vlocity_cmt__BillingAccountId__c

            • PricebookEntryId.IsActive

            • PricebookEntryId.Product2id.CanUseQuantitySchedule

            • PricebookEntryId.Product2id.QuantityScheduleType

            • PricebookEntryId.Product2id.QuantityInstallmentPeriod

            • PricebookEntryId.Product2id.NumberOfQuantityInstallments

            • PricebookEntryId.Product2id.CanUseRevenueSchedule

            • PricebookEntryId.Product2id.RevenueScheduleType

            • PricebookEntryId.Product2id.RevenueInstallmentPeriod

            • PricebookEntryId.Product2id.NumberOfRevenueInstallments

            • LastModifiedDate

            • vlocity_cmt__LineNumber__c

            To configure Power Update settings:

            1. From Setup, in the Quick Find box, enter Custom Settings.
            2. Click Custom Settings.
            3. Next to Field Settings, click Manage.
            4. Next to any of the setting names, click Edit.
              Figure is described in the next step.
            5. Enter the following information:

              • Name is any string that names the setting object. Use this name to reference the custom setting in Apex.

              • Feature is one of three options:

                • BulkEdit.RecordSet creates a column name in the Records panel in Power Update.

                • BulkEdit.QuerySet creates an option in the Query panel picklist in Power Update.

                • BulkEdit.EditSet creates an option in the Edit panel in Power Update.

              • Field Name is the name of the field to update. When looking up from one table to another, you must use the format object.fieldname, for example, PricebookEntryId.product2id.vlocity_cmt__Type__c.

                In this example, Power Update starts in the line item table and fetches the PricebookEntryId value in this table. From the PricebookEntry table, using this ID, Power Update fetches the product2id value. Using the product2id, Power Update locates the product in the product2 table. After the product is identified, Power Update fetches the product type that uses the custom field vlocity_cmt__Type__c.

              • Is Editable is not used in Power Update settings.

              • Inclusion is not used in Power Update settings.

              • Object Name is the name of the line item object to update. It is usually one of the following objects:

                • OpportunityLineItem

                • OrderLineItem

                • QuoteLineItem

              • Sequence specifies the field sequence display.

             
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