Loading
Salesforce now sends email only from verified domains. Read More
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Query User Interface

            You are here:

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

            Create a Query User Interface

            Query UI is the user interface (UI) that shows the grid filters.

            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 UI: CGCloud Business Admin
            1. In Setup, find and select Custom Metadata Types.
            2. For Query UI, click Manage Records.
            3. Click New.
            4. Add a label.
            5. To display the filters on the grid in a sequence, enter a unique number as order.
              Ensure that the number is unique by checking the order of other query UIs added to a query definition. The lowest-ordered filter appears on the left.
            6. To enter a custom label for the filter, select Is Custom Label, and enter a custom label.
            7. To disable the filter, select Is Read Only.
            8. Select a query definition.
            9. Select a UI type.
              • DatePicker
              • Check box
              • Multi-Select Picklist
            10. If the UI type is DatePicker, enter a default value.
              You can set fields from contextual objects in the format: [Context].<fieldname>.
            11. To identify the Apex method that executes the logic to generate picklist values, enter a condition function.
            12. If the UI type is Check box or Multi-Select Picklist, perform these steps.
              1. Select a query condition, and to make the condition visible in the UI, select Visible.
              2. Select a query parameter.
                In the grid, all instances of {n} are replaced with the corresponding values of the configured query parameter record.
            13. If the UI type is Multi-Select Picklist, in the Data Source for UI, perform these steps.
              1. Select Use Client Side Data Source.
                When you use this filter, the picklist options are pulled from the data source table.
              2. Enter the API name of the field that is the picklist option on the data result.
              3. In Dynamic Data Source, select a query definition.
                This field establishes a sub query relationship and determines the data source or sub query to fill the picklist options.
              4. To manually fill the picklist options, select Use Manual Data Source and enter the values.
            14. Save your changes.
             
            Loading
            Salesforce Help | Article