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Define an Object Layout with Fields and Attributes in Product Designer
Use this procedure for new object types (not for the Product2 Object). An object type's layout has sections, which contain attributes and fields that you can sequence. You can modify inherited sections and create ones for child objects. For each section, you can define the number of columns (one or two) and the movement direction when the tab key is used (up-down or left-right).
Before You Begin
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If needed, assign attributes that you created to the Product2 object so that you can add them to the layout. See Define Attributes in Product Designer.
Changes on the Layout Management tab are automatically saved.
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Click the Layout Management tab.
The layout form opens with a panel on the right that has two tabs.
Tab
Description
Attributes
A list of all attributes and their associated Attribute Codes assigned to Product2 Object.
If a data element, such as an SKU number, is intended to be common to all products across your product catalog, create a field on your product object instead. Typically, adding new fields requires Salesforce system admin privileges.
Fields
A list of all fields and their associated Field API name for Product2 Object.
If the data element is intended to be specific to a product, or class of products, create an attribute, such as download speed, instead. At runtime, attributes are visible to customers in Industries Cart and can be used to filter the catalog and provide configuration capabilities. Adding attributes requires access to the Product Console.
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Drag and drop fields or attributes onto the General Properties section in the appropriate locations.
The attribute or field that you drop is added to the layout. Child objects also have the sections with the added attributes or fields.
- To change a section, click the section heading, such as General Properties.
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From the Edit Section panel, modify the section and click Done:
- Search for the section name.
- Set the Layout Type to use one or two columns on the Details tab of a product specification or offering.
- Set the tab key order. When the user uses the Tab key in the Details form, the tab order is either left to right or top to bottom.
- To edit a field or attribute, click in the section.
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From the Edit Attribute panel, modify the attribute characteristics, and click Done.
The available characteristics depend on the type of attribute, such as:
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Required
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Help text
The text appears at runtime in the Industries Cart if users hover over the information icon.
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Data type and value.
You can see these fields in the DATA INFORMATION section when Run-time Configurable is enabled for an attribute.
Data Type Additional Fields Usage Currency, Number, Percent Min For attributes that are numeric—currency, percent, and number—the Min and Max fields control the numeric value. Max Text Min Length For attributes that require text, the Min Length and Max Length fields control the number of characters that can be entered. Max Length
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For attributes with picklists, set Excluded Value(s) so that products of this object type don’t show the excluded values.
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For attributes with picklists, ensure that the Value Data Type is set to Picklist and the appropriate picklist is linked.
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Behaviors (which define the runtime behaviors in CPQ)
Select Run-time Configurable to configure the run time values of an attribute. This field is enabled if the attribute was marked configurable during attribute creation.
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To add more sections, click Add Section.
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You can clone the Object layout or the Parent Object Type layout if a parent object type is present.
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To change the sequence of elements in the layout, drag them into the desired locations.
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Use the delete icons to delete sections and elements.
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When you define a new product, the New Product page appears at run time and contains the layout that you defined for the product object type at design time. The layout also appears on the Details tab for the product.
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