Configure Many2Many for Amp Impact
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
Create a Lookup field on Project Geographic Area to Tag Settings named “Tag Settings” (Tag_Settings__c).
Create a Tag Settings Record with the following values:
Details
Tag Settings Name: “Tag Project (ampi__Project__c) with Geographic Areas”
Catalog Object: ampi__Geographical_Area__c
Target Object: ampi__Project__c
Archive Mode (optional): False
Component Display Settings
Catalog Object Display Field: Name
Target Object Display Field: Name
Catalog Header Label: Geographic Areas
Target Header Label: Project
Junction Object Details
Junction Object: ampi__Project_Geographic_Area__c
Junction Object Tag Setting Field: Tag_Settings__c
Junction Object Catalog Field: ampi__Geographic_Area__c
Junction Object Target Field: ampi__Project__c
Junction Object Tag Date Field (optional)
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
Create a Lookup field on Project Thematic Area to Tag Settings named “Tag Settings” (Tag_Settings__c).
Create a Tag Settings Record with the following values:
Details
Tag Settings Name: “Tag Project with Thematic Areas”
Catalog Object: ampi__Thematic_Area__c
Target Object: ampi__Project__c
Archive Mode (optional): False
Component Display Settings
Catalog Object Display Field: Name
Target Object Display Field: Name
Catalog Header Label: Thematic Areas
Target Header Label: Project
Junction Object Details
Junction Object: ampi__Project_Thematic_Area__c
Junction Object Tag Setting Field: Tag_Settings__c
Junction Object Catalog Field: ampi__Thematic_Area__c
Junction Object Target Field: ampi__Project__c
Junction Object Tag Date Field (optional)
Junction Object Archive Date Field (optional)