About the CDT component
  • 21 Mar 2024
  • 1 Minute to read
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About the CDT component

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Article summary

The Zilliant-developed Configurable Data Table (CDT) component is a platform-level component for all Zilliant products. This component enables you to flexibly display any type of data from a Salesforce object in a tabular format.

Use the CDT component to solve a variety of use cases that are too complex for the standard Salesforce components displaying object data in a tabular format. For example, the CDT component is ideal for displaying product group actions (PGAs) published from Campaign Manager.

Use this component to also optionally pre-filter your displayed records, and define both header-level and row-level action buttons that invoke custom event handlers.

Note

The following permission sets are required to define and configure the CDT component:

  • Zilliant Platform User:
    • Defines the Configurable Data Table component
    • Grants a read-only access to the Data Table Configurations tab
  • Zilliant Platform Administrator:
    • Grants a full access to the Data Table Configurations tab
  • Deal Manager Document Owner and all permissions sets, licenses, and profiles that are related to this persona:
    • Enables configuring custom event handlers for header- and row-level action buttons.

Use the following procedures to set up the CDT component and add it to a Lightning page:

  1. Define a CDT configuration.
  2. Define fields for CDT and define filters that those fields will have to pass to be displayed by the CDT.
  3. Define action buttons for CDT.
  4. (Optional.) Translate CDT labels.
  5. (Optional.) Configure a Search Bar for CDT records.

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