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Filter Relevant Tactics

Update the Customer Anchor query definition's default value so the Link Tactics page in Claims shows only tactics relevant to the promotion, instead of tactics from every customer in the sales org.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
User Permissions Needed
To update a query definition in custom metadata: CG Cloud System Admin

If you don't select a customer on the Link Tactics page in Claims, the system incorrectly shows tactics from all customers in a Sales organization instead of showing only the tactics that are relevant to the promotion.

To view the relevant tactics, adjust your custom metadata configuration.

  1. In Setup, find and select Custom Metadata Types.
  2. Next to Query Definitions, click Manage Records.
  3. Select Filtered Tactic Selection Query.
  4. Go to Query UIs Related List and select Customer Anchor.
  5. In the Customer Anchor record, update these settings:
    1. Set UI Default Value to ALL.
    2. Leave Controls Inclusion/Exclusion empty.
  6. Save your changes.

Now, when you link tactics to claims, you see only the tactics related to your promotion even if you haven't selected a customer.