Products

Product catalog configuration is performed by setting the MED_Product_API_Name__c picklist on the CM_Default MCM Global Setting custom metadata type record. Always set CM_Product_API_name to MED_Product__c.

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Configure the product catalog

You can choose whether to use MCM Products or MIC Products for your product catalog.

Customers have the option of using either 's product object CM_Product__c or 's product object MED_Product__c for their product catalog.

To configure the product catalog:

Note: Some of the steps below may have been completed during the installation process.

1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

2. In the MCM Global Setting row, click Manage Records.

3. In the CM_Default row, click Edit.

4. For Product API Name, look for and select MED_Product__c.

5. Click Save.

To use MIC products:

Configure the global setting:

1. Navigate to Setup > Custom Metadata Types > MCM Global Settings > Manage MCM Global Settings.

2. Click the CM_Default record.

3. Click the Edit button.

4. For "Product API Name" selectMED_Product__c.

5. Click the Save button.

Create the product lookup on Document Relationships:

1. Navigate to Setup > Object Manager > Document Relationship > Fields & Relationships.

2. Click the New button.

3. Select "Lookup Relationship" for the data type.

4. Select the MIC Product object as the "Related To" object.

5. Set the "Field Name" to MED_Product__c.

6. Populate label, description, help text, etc.

7. Click the Save button.

Update the Document Products field to point to the new product lookup:

1. Navigate to Setup > Custom Metadata Types > Field > Manage Fields.

2. Click the CM_Document_Products record.

3. Click the Edit button.

4. Set "Field API Name" to MED_Product__c.

5. Click the Save button.

Add Product field to a layout

When the Product field is added to a layout, a lookup field displays on the layout and enables you to search for a product by name.

To add the Product field to a layout, create a CM_Layout_Field__mdt record that associates the Product field to a specific layout. Visit Layout configuration.

Add additional Fields to Product Lookup Search Results

When you search for a product via a lookup field on a layout, products that match the search criteria appear. Each result contains the name of the product and a subtitle. The subtitle is comprised of product metadata. The Lookup Subtitle Field Set Name field on the Document Products record on the Field custom metadata set controls metadata that displays in the subtitle. Visit Layout configuration.

To update the product subtitle:

1. Navigate to the Field Sets tab on the MCM Product object.

   1. From the Object Manager tab in Setup, search for and select MCM Product.

   2. Click the Field Sets tab.

2. Create a field set called CM_Lookup_Subtitle.

   1. Click New.

   2. Enter field set information.

   3. Click Save.

3. Add or remove fields from the field set.

   • To add fields, drag and drop fields from the object palette into the In the Field Set container.

   • To remove fields, drag and drop fields from the In the Field Set container into the object palette.

Note: recommends adding a maximum of 3 fields to the CM_Lookup_Subtitle field set.

Note: Adding Id or Name to the CM_Lookup_Subtitle field set creates a runtime exception.

4. Click Save.

5. Navigate to the Document Products record on the Field custom metadata type.

   1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

   2. In the Field row, click Manage Records.

   3. In the Document Products row, click Edit.

6. Add a Lookup Subtitle Field Set Name.

   1. Enter CM_Lookup_Subtitle in the Lookup Subtitle Field Set Name field.

   2. Click Save.

Associate products with documents

From a document layout, you can associate a document with one or many products. Document/product relationships are stored on the CM_Document_Relationship__c custom object with the CM_Category__c and MED_Product__c fields. Visit Relationships.

Note: To associate products with documents, the Product field needs to be added to the appropriate document layouts. Visit Add Product field to a layout.

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