Use of Object Queries

1

Madatory

The query refers to this object.

<Object Name>|

Only one value valid

Auspraegung__c|

2

Recommended, no longer necessary in appero quote Lightning

List of all fields that will be queried in the following query.

<Field Name>|

Comma separated

Feld1__c,Feld2__c,Feld3__c|

All fields used in the query from 3 must also be inserted in 2. The fields "Id" and "Name" are automatically stored by Quote and do not have to be added manually.

To keep the amount of data as small as possible (loading time), the selection can already be limited at this point by a filter, see Usage tips below.

3

Optional

Calculation

<Field Name Calculation>|

Only type currency or number

Sonderpreis__c|

Re. Product Properties with Price Influence.

If a valid field is assigned here, this will result in the value for calculation applied for product properties with price influence. The "value for calculation" sf42_quotefx__SF42_calc_Value__c of the product option itself is then ignored. The operator stored in the product property (+/-/=) is applied to the value of the record selected here.

4

Optional

Product filter

<Field Name Product Filter>|

Relation to product

Product2Id|

If a relation to the standard object Product is assigned to the object on which the Object query is based, the data records that can be selected in the Product option are filtered to the Salesforce Id of the product of the Quote Line Item. In this way, a selection can be narrowed down to a specific product.

5

Optional

Filter

<Field Name Filter>|

Only type checkbox, dropdown

Auswahl__c,aktiv__c|

Variant 1:

Simple field names for display
This option applies only to the "Table" type. If fields are specified in this section, they will be displayed in the product option above the table and allow filtering of the selectable records. However, currently only fields of field type Checkbox or Dropdown are supported. For the " Relation" type, this option has no effect.

Variant 2:

• There is an option to set a filter on fields on the objects Product, Account, Contact, Opportunity, where only one object can be queried per query at a time

• The API names of the referenced fields are stored in the new setup texts productPropertyQueryAvailableFilterFields_Product/_Opportunity/_Account/_Contact

• The filter options "=", "-=", "+=" are supported, see below.

• Syntax:
  [FieldNameOnQueriedObject][filter]{[ObjectToFilterName]@[fieldNameOnObjectToFilter]} Example: ProductCode__c={Product@ProductCode}

Variant 3:

Field names with reference to other product options of type "Table" / "Relation"
Usage: see below Dependent filters to other product options..

6

Optional

Display

<Field Name Display>|

Comma separated

Feld1__c,(Feld3__c)|

For the "Table" type, you can control here which of the fields stored in 2 should actually be output in the tabular display. If this option is left empty, all fields from 2 are automatically displayed in the table. If you write the field name in brackets, e.g. "(Field3__c)", then the column in the table will be displayed in the editor, but hidden in the finished quotation document.

For the type "Relation" a single field is sufficient. If this option is left empty, the "Name" field is automatically displayed in the selection list. Field names in brackets are ignored.

7

Optional

Account

<Field Name Account>|

Relation to account

Account__c|

If a relation to the standard object Account is assigned here, the data records that can be selected in the product option are filtered to the Salesforce ID of the account that is stored in the associated Opportunity. In this way, a selection can be restricted specifically to the account used.

8

Optional

Own labels

<Own Labels Display>|

Fields from display

Feld1__c=Titel|

For the type "Table" own column headings can be defined at this point. Especially if the standard field names are too long or a translation is necessary, this option can be very helpful. If this option is left empty, the field names from Salesforce will be used automatically.

9

Optional

load on demand

<load on demand>|

"true" or "false

false|

Applies only to appero quote Classic:

If this value is empty or set to "false", the required data records are loaded from this object query when the quote editor is started. With the option "true", the loading time can be reduced considerably, especially with large amounts of data, because the data is then only reloaded as soon as the product property is displayed.

IMPORTANT: Currently, the option can only be used meaningfully if the "Product filter" or the "Publication" is assigned in the Object Query.

10

MediaVelox

Publication

<Field Name Publication>

Relation to publication

Publikation__c,

This option can be used only if MediaVelox is installed.

If the option is set, the displayed records will be filtered to the publication resulting from the selected product (the relation to the placement must be filled for the product).

11

MediaVelox

Publishing Group

<Field Name Publishing Group>|

Relation to publishing group

Publikationsgruppe__c|

This option can be used only if MediaVelox is installed.

If the option is set, the displayed records filter on the publishing group in addition to the publication.

12

MediaVelox

Placement

<Field Name Placement>|

Relation to placement

Platzierung__c|

This option can only be used if MediaVelox is installed.

If the option is set, the displayed data records are additionally filtered on the placement resulting from the selected product (the relation to the placement must be stored on the product).

13

MediaVelox

Ad format

<Field Name Ad Format>

Relation to ad format

Format__c

This option can only be used if MediaVelox is installed.

If the option is set, the displayed data records are additionally filtered to the ad format resulting from the selected product (the relation to the ad format must be stored on the product).

1

Dynamic unique filter

=

Example Section 5:

<Field Name>={<Field Name Object Query of further product options>:<Salesforce Id of further product options>}

Id={PriceRubric__c:a0q9E000001Zq5WQAS}

The option determines the exact field value of the linked product option and uses this as the filter value for the specified field of its own Object Query. Thus, only records that match the exact filter criterion are displayed

2

Dynamic exclusion filter

-=

Example Section 5:

<Field Name>-={<Field Name Object Query of further product options>:<Salesforce Id of further product options>}

Id-={PriceRubric__c:a0q9E000001Zq5WQAS}

The option determines the exact field value of the linked product opions, but uses it as a unique filter also in the comparison of exact empty values

3

Dynamic complementary filter

+=

Example Section 5:

<Field Name>+={<Field Name Object Query of further product options>:<Salesforce Id of further product options>}

Id+={PriceRubric__c:a0q9E000001Zq5WQAS}

The option determines the exact field value of the linked product options, but uses it as an additional filter. Thus, records with empty value on the filtered field will still be displayed.

4

Dynamic preset

:

Example Section 5:

<Field Name>:{<Field Name Object Query of further product options>:<Salesforce Id of further product options>}

Id:{PriceRubric__c:a0q9E000001Zq5WQAS}

The option uses the exact field value only to preset the first record found in the list, but without limiting the number of records.