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Edit a Product Category for the Staff View Order Process

Administrators can update a product category to customize its name and what merchandise it displays in the Staff View order process.

  1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
  2. Click Manage Records next to the Product Category custom metadata type.
  3. Click Edit next to the Product Category you'd like to customize.
  4. Make desired changes.

    You can either use a query or an Apex class to control what is shown in this product category. When using one method, be sure to leave the field for the other empty. Example: Query: ExampleQuery, Class Name: (empty).

    Also, when using a query, the WHERE clause on the query record must include Name LIKE '%:searchQuery% and Entity. Example: Name LIKE '%:searchQuery% AND Entity__c = :entityId.

  5. Click Save.

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