Resources and Best Practices
- Check out the latest Release Update here
- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Configure Price Quote
Discussion List
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Friday Fun - Quiz on Data TablesHi all, it is Friday! Let's have some fun along with knowledge check with Data Tables😊 These are very simple questions which we are starting with. Quiz 1) What is the ma… -
How can I integrate with MS Dynamics 365 using a service account instead of the CPQ userSummary: Some of our quote approvers do not use MS D365 often. I've found that when I had the "Export to CRM" integration on the Submit action, the approvers were gettin… -
How to manually change column width on document designer?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to manually change column width on document designer? Supporti… -
Webinar Alert - 23A Release- Join our COE team to Deep Dive "What's In It For You in 23A Release"?23 A Release Deep Dive Webinar! Join the Oracle CPQ Center of Excellence team to see how to best take advantage of the latest updates in the 23 A release. The COE team w…
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Caching Issues after each UpgradeSummary: We have noticed after each upgrade of CPQ that users need to refresh their cache in Chrome. If they do not we see all sorts of weird issues. For example, today …
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Is there a way to retain original Zoom % of Embedded PDF file during Document Designer template ?Summary: We are embedding PDF file in the Document Designer Template. The Original PDF file (which is getting embedded) has 25% zoom only. However when we are previewing… -
Setting boolean values from separate boolean triggerSummary: Commerce - There are 3 boolean attributes in the form of switches; A, B, C. At any given time, when one of those attributes have been set to true, the rest shou…User_2025-07-18-15-41-01-946 72 views 2 comments 0 points Most recent by User_2025-07-18-15-41-01-946
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How to get a user last login report?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Need API Details for My Approval Search API Supporting Documents i…
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How Can A File Be Attached To A Quote And Exported to SalesForce In A Single Click?**This post was created as part of a How to Service Request (SR) Release: 22D.7 Summary of the question: How could we build an action that will generate a document, atta…
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Reasons for SalesForce CPQ user integration failSummary: Though the CPQ user creation is automated from SalesForce, The chances of users getting created in CPQ is 50-60%. Admin either creates the user in CPQ manually …
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Error for mobile approvals in 22DSummary: After upgrade to 22D an issue just started for mobile approvals, users are not able to respond via email, we are receiving an email with error below: "An error …
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Which are actions to avoid in order to have a correct granular migration?Summary: Migration Tool - Granular Migration Content (required): Hi, using granular migration we've found some issues that cause side effects like for example on array-s… -
Tip Tuesday - Creating custom CSS for JET UIsIf you are new to creating CSS, here are some tips and best practices: Classes can be reused as needed throughout your site. In CSS a class name always begins with a ".E…
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How to insert additional line items on a quote based on a value on the existing line itemSummary: Script to insert additional lines based on a value on a quote or a line item Content (required): Need script for below use cases: Use case 1: Based on a quote a…
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Leap Year logic in BMLSummary: Based on start date, need to set end date by checking if the end date is falling in a leap year. Content (required): Script to auto populate end date based on s…
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How can My Approval Search be queried via API?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Need API Details for My Approval Search API Supporting Documents i… -
Code to call any apiSummary: How to call any API using BML Content (required): Say on selecting a product, I should call an API to fetch the product price and populate against respective at…
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Ask Me Anything with Colin Robinson!Hello Community, Here I am with another CPQ Expert Champion to host AMA Session on CPQ Community for January. Here’s how the AMA session will work: This is a text-based …
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Trying to encode html string which I need to set inside html html tableSummary: Hi, Trying to create table with content which has html tags and update it in rich text field. This rich text need to be used on document designer template. but …
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Tip Tuesday - Top 6 Tips to Keep in Mind While Performing Migration!1) When migrating Configuration items administrators should deploy all product families prior to a Configuration migration to ensure that All Product Family items are im…
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Navigating to Product Line Configuration Flow using "Add From Catalog" type actionSummary: Navigating to Product Line Configuration Flow using "Add From Catalog" type action Content (required): We have a requirement where in based on selection in prod…
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Details on REST API for _configureInSystemSummary: I have a system configuration which has been designed to handle multiple models under same path which is being provisioned by Client using data tables. In order…
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Price Book error when reconfiguring Favorites from a TransactionSummary: When a Favorite have been added to a Transaction, the configuration can not be reconfigured without giving this error: "The value _default_price_book is an inva… -
Can we add commerce action on Parts Search PageSummary: Can we add commerce action on Parts Search Page? Content (required): Can we add commerce action on Parts Search Page? Version (include the version you are using…
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Configuration Array [object Object] errorSummary: In JET UI of configurator, columns within ArraySet displays NaN and [object Object] error inconsistently. Many a times this issue is resolved on clear cache, (I… -
Add value to Subscription workbenchSummary: I have added one custom field to subscription workbench through UI Designer and customer assets. But I want this value to be updated as soon as the quote is ful…
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Is there a way to add labels to punch-in pages?Summary: We have a page full of punch-ins and are looking for a method to add labels on the punch-in page to help group the punch-ins that exist on the page without havi…
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Is there a way make quotes visible across all users in same partner organization?Summary: Content (required): Users within same partner organization need visibility on other users' quotes. One thing I have tried was going through our commerce process…User_2025-07-18-15-41-01-946 141 views 6 comments 0 points Most recent by User_2025-07-18-15-41-01-946
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Tip Tuesday - Best practices to follow to improve CPQ configuration performanceOn Tip Tuesday today, will look at some of the best practices that you need to keep in your mind when you implement and setup the configuration Models in your applicatio…
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Ask Me Anything Session With Adrian Anderson!Hello all, We are launching a new community engagement programme for the benefit of our CPQ customers and partners. Each month during the second week, we will host a CPQ…