Resources and Best Practices
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Discussion List
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Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this.Summary: Quote- how to get each approver --Approved On Date in a variable.DO we have any attribute for this. Content (required): We need to caprute each approver data in… -
Is it possible to format std text in BML editor as bold/italic/underlined?Summary: Content (required): I am using BML Editor to print a text, ex. user signature, and would like to know if it is possible to format some parts of it as bold / ita… -
Is there a way to extract all the questions raised on CPQ communitySummary: Is there a way to extract all the questions raised on CPQ community? Content (required): Having the questions raised on CPQ community as a FAQ downloadable docu…
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How to Trigger Print/Modify Action automatically - CPQ 21ASummary How to Trigger Print/Modify Action automatically - CPQ 21AContent Hello All, How to trigger an action automatically. Using Standard DocuSign integration we are s…
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Misalignment in output of Document GeneratorSummary Document Generator misalignment the pdf outputContent We have a pdf output from Document Generate, the previous setting has Page Size as Custom for Unit in Inche…
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What's the purpose of a QR code on a CPQ LayoutSummary: I saw a user respond with an image to an unrelated question that had a QR on their layout and trying to figure out a use case for that. Content (required): I go… -
Is is possible to pull a transaction attribute into the parser XSL?Summary: I have a need to only update certain attributes when they are blank. The Import integration works great, except it updates attributes every time it is called. I…
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Clone SFDC Opportunity with CPQ Quotes and ModelsSummary: in a past tool (FPX) we had a feature we built within SFDC where after cloning the opportunity the process would ask if you wanted to clone the FPX Quote data a…User_2025-02-11-03-24-41-964 25 views 2 comments 0 points Most recent by User_2025-02-11-03-24-41-964
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BOM Mapping vs recommendation rule - for existing quoteSummary: As per the table based bom mapping rule, if Attribute "A" is set, then system will add child Model "A" to the quote line item under parent model B. It is workin…
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Creating a Dynamic Lookup which reflects on GridLine Item SectionSummary: Content (required): we created a costing sheet(GridLine item), which contains a discount type, and discount percent as fields. These fields are dynamic, meaning…
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How to open CPQ Quote from OMSummary: How to open CPQ Quote from OM Content (required): We want to know how to open CPQ Quote from OM by passing either quote# or transaction Id. Is this feasible ? V…
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How to increase the number of decimal places in the float columns of data tables?**This post was created as part of a How to Service Request (SR) Release: 22B Patch 2 Summary of the question: How to increase the number of decimal places in the float …
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Dynamics REST API for getting Opportunities list for a specific accountSummary: My CPQ is integrated with MS-Dynamics I want to fetch all the open opportunities list for an account from CPQ using REST API call. Can someone please provide me…
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How to clear all records from Datatable using REST or SOAP API?**This post was created as part of a How to Service Request (SR) Release: 22 A Patch 2 Summary of the question: How to clear all records from Datatable using REST or SOA…
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Can we apply filter on CPQ Transaction array?Summary: Need filter option in Transaction Array Content (required): Need filter option in Transaction Array Version (include the version you are using, if applicable): … -
Unable to edit CPQ Site Settings entity in DynamicsSummary: When trying to edit CPQ Site Settings entity from Oracle CPQ Connector, getting the below message and all fields are read-only. "You cannot directly edit the co…
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Webservice or Method to pull back all Transactions using a particular part?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: We are looking for a webservice or method get all the transactions…
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Data table key best practicesSummary: Best practice for the number of Key'ed fields in a Data table Content (required): We have a Homologation table with 5 fields in the schema and have found duplic…User_2025-02-11-03-24-41-964 55 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle
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Post transition from Legacy to JET UI the action 'Return to Quote' on home page does not workSummary: Post transitioning from Legacy to JET UI the action 'Return to Quote' on Config home page is not working as expected. Content (required): Looking for a sample s…
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How can I add a saved favourite system configuration to my transaction using REST APISummary: WE have exposed the filtered Favorite list in commerce transaction array set. We want to add the selected favorite to the line items on click of a button. Conte…
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CPQ Cloud 22B and later: How to search across all data tablesSummary: Beginning with version 22B, searching data tables is limited to 5 at a time, including the REST v14 API call. This code utilizes REST v13--which CAN still searc… -
SEVEN Upcoming Cloud Customer Connect Events for CPQ and Subscription Management.SEVEN Upcoming Cloud Customer Connect Events for CPQ and Subscription Management. Click on each and register to add the event to your calendars July 13 CPQ Quarterly Roa… -
Attachments are getting removed during copy of a quote, how would one avoid that from happening?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Attachments are getting removed during copy of a quote, how would … -
How Can The Conveyor Belt In JET UI Be Disabled So That All Actions Are Shown Like In Legacy UI?**This post was created as part of a How to Service Request (SR) Release: 22B.2 Summary of the question: We are looking for a method that would disable the new "conveyor…
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How to Make SSPL in an Configuration Array read-only?Summary: We want to make to SSPL attribute to be read only in Config Array based on a condition. Content (required): If a Boolean attribute is enabled true in the array,… -
Can the simple parts search include quantity**This post was created as part of a How to Service Request (SR) Release: 22B.4 Summary of the question: how can quantity be added to the simple parts search page? Suppo…Dillon Witt-Support-Oracle 25 views 4 comments 0 points Most recent by Ellen Beres, CPQ Product Mgmt-Oracle
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How can we Invoke Recommended Item in System Configuration without going to the Model?Summary: We need to invoke recommended item rule which is under a model without having to configure the model in System configuration. How can we achieve? Content (requi…
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Is there any built in action to copy line from existing transaction id to new transaction idSummary: We wrote too much BML script to copy one line from existing transaction id to new transaction id. And also performance is poor. I want to use the REST API and s…
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Search Transaction basis of some attribute value from BMLSummary: I want to search all the transactions with specific status from BML. Can this be done? I dont we have search action in transaction manager for the same, but I w…
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How To Add BML Logic To "Add To Quote" Button On Favorites Page**This post was created as part of a How to Service Request (SR) Release: 22B.6 Summary of the question: How can custom BML be added to the "Add To Quote" button on the …