Creating Inventory Monitoring Pull-In Fields
Users can view additional information on their Inventory Monitoring records by utilizing pull-in fields to automatically populate Inventory Monitoring records with data from related Accounts or Contracts. In addition, by reducing manual data entry, organizations can minimize errors and ensure field users have immediate access to relevant context during the inventory process.
Who can use this feature?
- End Users - Browser, iPad
- Using Pull-in Fields
- Users do not require an additional license
Configuring Inventory Monitoring Pull-in Fields for
End Users
To configure this feature:
- Ensure Configuring Inventory Monitoring is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following permissions:
Object Object Permission Object Types Fields Field Permission inventory_monitoring__v CRE All Pull-in Fields Edit account__v R All Source Fields Read contract__v R All Source Fields Read
- Navigate to Business Admin > Objects > VMobile Object Configurations.
- Ensure VMobile Object Configurations (VMOCs) exist for all objects detailed in the configuration above and for the appropriate platforms.
To create a pull-in field:
- Navigate to Admin < Configuration > Objects > inventory_monitoring__v.
- Select the Fields tab.
- Create a field that exactly matches the field type of the source field. Field attributes (for example, Maximum Length and Minimum Value) should also match the source field. Fields with the following types are supported as pull-in fields:
- Text
- Number
- Date
- DateTime
- Yes/No
- Picklist
- Object
- Currency
- Select the Layouts tab.
- Place the new pull-in field on the appropriate inventory_monitoring__v layout.
If the naming convention is correct but types do not match, the field behaves as a standard field without pull-in logic.
Pull-in fields can reference the account__v or contract__v objects. Use the following naming convention for the Field Name: zvod_[Object Identifier]_[Source Field Name]__c, where the Object Identifier is a one-letter identifier - in this instance, "a" for account or "c" for contract.
For example, when creating a pull-in field referencing the Account Identifier field on the Account object, the pull-in field would be named zvod_a_account_identifier__c. When creating a pull-in field referencing the Contract Number field on the Contract object, the pull-in field would be named zvod_c_contract_number__c.
Using Pull-in Fields as
End Users
When users create Inventory Monitoring records, pull-in fields automatically populate information from Accounts and Contracts directly on the inventory record.
- To pull in data from an Account or Contract, create a new Inventory Monitoring record. If pull-in fields are on the layout, the values from the associated Account or Contract automatically display as default values.
- If the Contract value is updated, the system recalculates and updates the associated pull-in fields based on the new Contract. If the Contract is removed, the pull-in fields are cleared.
- To manually override values, edit the value within the pull-in field before saving. Once the record is saved, the value is stamped and will not update if the source Account or Contract field changes later.
When using the Copy function on an existing Inventory Monitoring record to recalculate values, the system treats this as a new creation and pulls fresh data from the source fields rather than copying the stamped values from the original record.
