One item or service a campaign offers or requires. Campaign items are added on the Campaign Items tab of their campaign; the entity has no list of its own in the shipped navigation. Each processing run copies the items as they are at that moment: Opportunities adds one opportunity line per campaign item to every member's opportunity, and Asset Maintainance and Execute Campaign create one asset maintenance entry per campaign item for every member they cover. The copied lines and entries keep a link to the campaign item, but later edits to the item, or deleting it, do not change records that were already created. An item is named automatically from the SCI numbering series.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
IsMandatory | Is Mandatory | Boolean | Yes | Marks the work as required. Copied onto generated opportunity lines (as Campaign Mandatory) and asset maintenance entries, and from there onto service order lines; on those lines the item, item service contract and quantity cannot be changed and the line cannot be deleted. Clearing it later does not release lines already created. |
ItemId | Item | Lookup → Item | Yes | The catalogue item the campaign offers or requires, such as a part kit or a labour item. Required. Copied as the item of every opportunity line and asset maintenance entry the campaign creates from this campaign item. The picker offers every item; it is not filtered. |
ItemServiceContractId | Item Service Contract | Lookup → ItemServiceContract | | Optional service contract product to attach to the work. Copied onto the opportunity lines and asset maintenance entries created from this campaign item. The picker offers every item service contract; it is not limited to contracts for the chosen item. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Filled automatically when the item is saved, from the Service Campaign Item numbering series (SCI, the date and a six-digit running number). Not shown on the entry form. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Quantity | Quantity | Number | | Quantity per member. Copied as the quantity of every opportunity line and asset maintenance entry created from this campaign item. Defaults to 0 and is stored as a whole number, so enter it before running the campaign. |
RecordTypeId | Record Type | Guid, hidden | | Not used by campaign processing. |
CampaignId | Campaign | Lookup → Campaign | | The campaign the item belongs to. Filled in for you when the item is added from the campaign's Campaign Items tab. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | Edit Entity |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
