Distribute Display Records Based on Account

To sync display data by using named queries, add an account lookup field to the Display object in Consumer Goods Cloud. Then, to sync the Display account data to the offline mobile app, add the account field to the mobility relevant field sets.

Required Editions

Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To add account lookup field	CGCloud Business Admin

1. From the object management settings for Display, go to Fields & Relationships and then click New.
2. Select Lookup Relationship and then click New.
3. In Related To, select Account and click Next.
4. In Field Label and Field Name, enter Account.
5. Save your changes.
6. To add the lookup field to the mobility relevant field set, open the Mobility Relevant field set of the Display object.

   To define fields for the mobile app, see Mobile relevant field set.

7. Drag and drop the Account field to the In the Field Set box.
8. Save your changes.

Example

To add an account to the display records, from the App Launcher, find and select Displays. In the Accounts tab, click New and complete the workflow to add the desired account.