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Products

Product catalog configuration is performed by setting the mvn__CM_Product_API_Name__c picklist on the PP_Default MCM Global Setting custom metadata type record.

Product Catalog configuration in MCM Global Settings

Product custom object

CM_Product__c is the default product repository for Komodo Publications Planning. Relationships between documents and products are stored on the CM_Document_Relationship__c custom object with the CM_Category__cProduct. Visit Relationships.

Note

Product is an internal system field and should not be modified in any way.

Table 70. mvn__CM_Product__c schema

Field Label

API Name

Data Type

Description

Active

mvn__CM_Active__c

Checkbox

Whether the Product is active.

Country

mvn__CM_Country__c

Picklist

Country associated to this Product.

External ID

mvn__CM_External_Id__c

Text(255) (External ID) (Unique Case Sensitive)

External ID for this Product.

Generic Name

mvn__CM_Generic_Name__c

Text(255)

Generic drug name.

Investigational Drug Name

mvn__CM_Investigational_Drug_Name__c

Text(255)

Investigational drug name.

Product Display Name

Name

Text(80)

Name of the Product.

Product Group

mvn__CM_Product_Group__c

Lookup(Product)

Product Group associated to this Product.

Therapeutic Area

mvn__CM_Therapeutic_Area__c

Picklist

Therapeutic Area associated to this Product.

Trade Name

mvn__CM_Trade_Name__c

Text(255)

This Product’s Trade Name.



Configure the 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 PP_Default row, click Edit.

  4. For Product API Name, lookup and select mvn__CM_Product__c.

  5. Click Save.

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.

Associate products to documents

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

Note

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

Product field on a document layout