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Set Up Trade Promotion Management
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            Add a Checkbox Filter to the Link Tactic Page

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            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Add a Checkbox Filter to the Link Tactic Page

            This example explains how to add a checkbox filter in the Link Tactic page.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To add a checkbox filter to the Link Tactic page: CGCloud Business Admin
            1. Create a query parameter.
              1. In Setup, find and select Custom Metadata Types.
              2. For Query Parameter, click Manage Records.
              3. Click New.
              4. For label, enter included query par.
              5. Select a parameter type as UI Driven.
              6. In Query Parameter Order, enter 14.
              7. For query definition, select Filtered Tactic Selection Query.
              8. Save your changes.
            2. Create a query condition.
              1. In Setup, find and select Custom Metadata Types.
              2. For Query Conditions, click Manage Records.
              3. Click New.
              4. For label, enter included query con.
              5. Select Active.
              6. For query definition, select Filtered Tactic Selection Query.
              7. In Condition Text, enter Included__c = {14}.
                This is the condition for this filter that references the Query Parameter Order field value.
              8. Save your changes.
            3. Create a query user interface.
              1. In Setup, find and select Custom Metadata Types.
              2. For Query UI, click Manage Records.
              3. Click New.
              4. For label, enter Included.
              5. In Display Order, enter 8
              6. For Query Definition, select Filtered Tactic Selection Query.
              7. Select the UI Type as Checkbox.
              8. To select the checkbox by default, enter the default value as TRUE.
              9. For UI Output Parameter, select included query par.
              10. For Controls Inclusion/Exclusion, select included query con and then select Visible.
              11. Save your changes
              You can see the Included checkbox at the top of the Link Tactic page.
             
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