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Set Up Trade Promotion Management
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            Create a Query Definition

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            3. Set up and Maintain Trade Promotion Management

            Create a Query Definition

            Query definition is the SOQL query, and is the parent record for the other query custom metadata type records. If you configured a dynamic data source for a multi-select picklist, use a query definition as an SOQL subquery.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a query definition: CGCloud Business Admin
            1. In Setup, find and select Custom Metadata Types.
            2. For Query Definitions, click Manage Records.
            3. Click New.
            4. Add a label and a name.
            5. Select an object and a context object.
              For example, if you’re creating the query definition to customize the Link Tactics page of claims, select the object as Tactic, and the context object as Payment.
            6. Select a sales organization.
            7. To enter a fieldset, select Is Fieldset.
            8. If you selected Is Fieldset, enter the API name of a fieldset that contains the field to add as columns in the list. If you didn’t select Is Fieldset, enter API names for fields, each one in a new line and with no white spaces.
            9. Enter the name of the field that you don’t want to appear in the user interface.
            10. To add further specifications, add a query footer.
              For example, to group the rows, add 'GROUP BY', and then add the name of the grouping criteria.
            11. Save your changes.
             
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