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Good to know- My Tips or Tricks for move faster in the C4C personalizations- Part One

In every project that I participate in, I always find some kind of challenge. I share with you some tips or tricks that do not always appear in the user guide.

Let’s doing!! In addition, I invite you to share yours if is not appear here… J

Then, “souls to the work…”

Trick One- How to add field in the UI quickly by adapt mode

In the adapt mode I need to find the UI for add a new field in some specific place. Ex.: To add a new field in the product detail of the sales quote. (1)

  1. Start Adapt mode and click right in some field in the formulary (2)
  2. Then click back to the list for Add a new field (3, 4)

 

Trick Two- How to recognize a field created in KUT vs ones created in CAS (PDI) or a standard field

I need to know if some field was create by KUT (Adapt mode) or by CAS (Cloud Application Studio)

  1. Start Adapt mode and note this features
    1. Field created by KUT –> Click right in the field and note the Edit button (1,2)
    2. Standard Field à–>Click right in the field and note if the Fallback Value not appear (3, 4)
    3. Field created by CAS –> Click right in the field and note if the Fallback Value is appear (5, 6)

This is the part one of this advices… to be continued…

 

Best regard!

Diamila

 

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