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

            This example explains how to add a picklist filter to 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 picklist 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 Parameters, click Manage Records.
              3. Click New.
              4. For label, enter amount query par.
              5. To take the value of the UI filter, select the parameter type as UI Driven.
              6. In Parameter Order, enter 13.
              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 amount query con.
              5. Select Active.
              6. Enter your org’s namespace prefix.
              7. For query definition, select Filtered Tactic Selection Query.
              8. In Condition Text, enter Amount__c in ({13}.
                For this filter, add the condition that references the Query Parameter Order field values.
              9. 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 Amount.
              5. In Display Order, enter 9
              6. Enter your org’s namespace prefix.
              7. For query definition, select Filtered Tactic Selection Query.
              8. Select the UI Type as Multi-Select Picklist.
              9. For Control Inclusion/Exclusion, select amount query con.
              10. Select Visible.
              11. To fill the filter with the result data of the grid, select Use Client Side Data Source.
              12. For UI Output Parameter, select included query par.
              13. In Client Side Data Source Field Name, enter Amount__c.
                Ensure that the Amount field is added in the Filtered Tactic Selection Columns fieldset.
              14. Save your changes
              You can see the Amount picklist filter at the top of the Link Tactic page.
             
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