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 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__c
Product
. Visit Relationships.
Note
Product is an internal system field and should not be modified in any way.
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.
In the Quick Find box in Setup, search for and select Custom Metadata Types.
In the MCM Global Setting row, click Manage Records.
In the PP_Default row, click Edit.
For Product API Name, lookup and select mvn__CM_Product__c.
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.