Customize Your Lists

Lists are used in these pages:

• The Link Tactics page for claims.
• The Manage Fund page of a promotion - tactic when fund auto-determination is deactivated for the sales organization.
• The Link Funds page of multi-fund transactions.

Use these metadata types to customize your lists:

• Query Definition
• Query Condition
• Query Parameter
• Query UI
• Query Validation

This image shows the relationship between the metadata types.

• 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.
• Create a Query Parameter
  Query parameters are the variables used in a query condition.
• Create a Query Condition
  Query conditions are the logic that determines the criteria for filtering records, and represents one of the conditions in the WHERE clause of an SOQL query.
• Create a Query User Interface
  Query UI is the user interface (UI) that shows the grid filters.
• Create a Query Validation
  To perform user input validations and route the appropriate error messages to the specified component if the configured business rule is violated, create query validation.
• Customize the Link Tactic Page
  These examples demonstrate how to customize the Link Tactic page by using custom metadata types. For these examples, consider that the query definition Filtered Tactic Selection Query is created with reference to the Tactic and Payments object. Therefore, this query is used to customize the Link Tactic page.