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Set Up Trade Promotion Management
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            Customize the Product Grid

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            3. Set up and Maintain Trade Promotion Management

            Customize the Product Grid

            Based on your requirement, you can customize the product grid—add columns, change the order of the columns, and configure search criterion.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To customize the product assortment grid: CGCloud Business Admin
            1. Add a field to the Product grid.
              1. Create a field in the Product or Assortment Product object, if necessary.
              2. Open the TPMAssortmentGridFields field set of the Product object or the Assortment Product object, and then add a new or an existing field to the field set.
                The new field becomes available in the Product Assortment Grid and is added after the last field of the object that the field set belongs to.
            2. Create individual setting for the fields added to the Product grid.
              1. From Setup, in the Quick Find box, enter Custom Metadata Types and select Custom Metadata Types.
              2. Click Manage Product Assortment Grid Settings.
              3. Click New.
              4. Enter a name for the grid setting that’s used by APIs and managed packages.
                The name must begin with a letter and must contain only alphanumeric characters and underscores. The name must not end with an underscore and must not contain two consecutive underscores.
              5. For the Object Type, select the API name of the object that the field belongs to.
              6. Enter the field name used by APIs and managed packages.
                The name must begin with a letter and must contain only alphanumeric characters and underscores.
              7. Select the sales organization that the setting applies to.
                If you don’t specify a sales organization, the setting applies to all sales organizations.
              8. In the Field Wrapper Name, enter a custom name for the field.
              9. Select an assortment record type.
                For example, you can apply this setting to Assortment Lists. If you don't select a record type, the setting applies to all record types.
              10. To make the field mandatory in the grid, select Required.
              11. To make the field editable by a user, select Editable.
              12. To use the field as a parameter for search, select Free Text Filter.
              13. Enter a number for sorting.
                This number determines the position of the column in the grid. For example, if you specify sort as 1 for a new field, the column appears as the second column of the grid. If you want the new field to appear as the first column, enter sort as 0.
              14. To make the field visible in the grid, select Visible.
              15. Specify the width of the column.
              16. Enter the maximum and minimum width of the column.
              17. Specify the data type attributes for field values as a JSON.
                The supported attributes are: maximumFraction, Digits, maximumSignificantDigits, maxLength, picklist, Option, and currencyCode. Here’s a sample JSON.
                {
  "maximumFractionDigits": 3,
  "maximumSignificantDigits": 2,
  "maxLength": 30,
  "picklistOption": {
    "active": true,
    "defaultValue": false,
    "label": "Commodity",
    "validFor": null,
    "value": "Commodity"
  },
  "currencyCode": "EN"
}
              18. To give users limited access to the setting, select Protected Component.
              19. Save your changes.
             
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