• Published

    • Configure Many2Many for Amp Impact

    Owned by WilmariƩ Moreland
    Last updated: Jun 26, 2023
    2 min read

    This page covers:

    Related pages:

    Need to set up Many2Many with Amp Impact? Here are some common configuration examples to get you going.

    Configure Many2Many for Project Geographic Area Tagging

    Organizations often need to tag records in their system with Geographic Areas. Most commonly, the Project Geographic Area related list on the ampi_Project__c record is replaced with Many2Many, essentially rendering the tagging interface to relate Geographic Areas to the Project record.

    Below are the instructions to configure Many2Many tag settings to replace the Project Geographic Area related list on ampi__Project__c with Many2Many.

    This uses Option 2 of the Many2Many data model relationship options (required because of the Amp data model).

    Configuration Steps

    1. Create a Lookup field on Project Geographic Area to Tag Settings named ā€œTag Settingsā€ (Tag_Settings__c).

    2. Create a Tag Settings Record with the following values:

      1. Details

        1. Tag Settings Name: ā€œTag Project (ampi__Project__c) with Geographic Areasā€

        2. Catalog Object: ampi__Geographical_Area__c

        3. Target Object: ampi__Project__c

        4. Archive Mode (optional): False

      2. Component Display Settings

        1. Catalog Object Display Field: Name

        2. Target Object Display Field: Name

        3. Catalog Header Label: Geographic Areas

        4. Target Header Label: Project

      3. Junction Object Details

        1. Junction Object: ampi__Project_Geographic_Area__c

        2. Junction Object Tag Setting Field: Tag_Settings__c

        3. Junction Object Catalog Field: ampi__Geographic_Area__c

        4. Junction Object Target Field: ampi__Project__c

        5. Junction Object Tag Date Field (optional)

        6. Junction Object Archive Date Field (optional)

    Configure Many2Many for Project Thematic Area Tagging

    Organizations often need to tag records in their system with Thematic Areas. Most commonly, the Project Thematic Area related list on the ampi_Project__c record is replaced with Many2Many, essentially rendering the tagging interface to relate Thematic Areas to the Project record.

    Below are the instructions to configure Many2Many tag settings to replace the Project Thematic Area related list on ampi__Project__c with Many2Many.

    This uses Option 2 of the Many2Many data model relationship options (required because of the Amp data model).

    Configuration Steps

    1. Create a Lookup field on Project Thematic Area to Tag Settings named ā€œTag Settingsā€ (Tag_Settings__c).

    2. Create a Tag Settings Record with the following values:

      1. Details

        1. Tag Settings Name: ā€œTag Project with Thematic Areasā€

        2. Catalog Object: ampi__Thematic_Area__c

        3. Target Object: ampi__Project__c

        4. Archive Mode (optional): False

      2. Component Display Settings

        1. Catalog Object Display Field: Name

        2. Target Object Display Field: Name

        3. Catalog Header Label: Thematic Areas

        4. Target Header Label: Project

      3. Junction Object Details

        1. Junction Object: ampi__Project_Thematic_Area__c

        2. Junction Object Tag Setting Field: Tag_Settings__c

        3. Junction Object Catalog Field: ampi__Thematic_Area__c

        4. Junction Object Target Field: ampi__Project__c

        5. Junction Object Tag Date Field (optional)

        6. Junction Object Archive Date Field (optional)