Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
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- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
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Discussion List
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Sometimes our data tables get this orange symbols over the icons, what does this mean?Summary: Every now and then we get this orange symbol that displays over our data tables. It seems to come and go but it CPQ will put this on all the tables, not just th… -
Filtering homepage using JavaScriptSummary: We have a custom homepage built with JavaScript. We want to filter the page based on the contract type, which is a commerce attribute, but are having trouble fe… -
Can we increase char limit of part custom string attribute more than 255 charsSummary:Is there any way that we can increase part_custom field character limit of string type to more than 255 chars? Content (please ensure you mask any confidential i…
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Modify error messages (Constraint or Validation) in CPQBelow is example validation error Oracle CPQ: — Could not perform Action: «Action Name» Validation errors existing on the following 1 attribute(s): «Attribute name» Plea…
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How can we dynamically reference the File Manager path in CPQ Document Designer?Summary: The Global XSL currently does not allow the use of a dynamic variable within the tag. We are attempting to access the file path from the File Manager, located …
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Notifications from Work flow Steps/Email action not working in Oracle CPQ redwood UINotifications from Work flow Steps/Email action not working in Oracle CPQ redwood UI . What could be the reasons for this ?
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How to automatically attach a file manager doc to a quote's file attachment attribute?Summary: How to automatically attach a file manager doc to a quote's file attachment attribute? Content (required): I have considered using an advanced bml function for …
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Email Notification for SPIM to CPQ real time integrationSummary: Is there any update on real-time integration from SPIM to CPQ, especially for the email notification after the run is completed? Content (please ensure you mask…
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Is it feasible for two separate user groups to log in directly to their respective CPQ commerceSummary: Is it feasible for two separate user groups to log in directly to their respective CPQ commerce process? We have a situation where two distinct business units i…
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Manage Package do not redirect to CPQ Transaction ManagerSummary: This is a topic related to the Managed Package in SalesForce. We have decommissioned our old Managed Package CPQ (7.X.X) and kept only the most recent version (…
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CPQ Approvals feasibility in mobile applications. What are all the prerequisites and setupSummary: We have business requirement where the option of CPQ approval by mobile applications is requirement. We want to know the prerequisites and setup to achieve the …
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When out of the box Forward action is triggered the Auto Forwarding Rules are not firingHi Team, When the forward action triggered the Auto Forwarding Rules are not running as expected. Please can you specify if something can be done to fix this issue. Rega…
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Tip Tuesday - Use one REST API call to create and save a transaction in CPQ from 3rd PartyCreating a Transaction (Quote) in CPQ application UI is essentially 2 steps 1. When a transaction is created, it’s created in the' Start' Step - i.e., it remains in a te… -
Call the "Quote Upsert" (SFDC) Integration in the "Create Order" button.We wanted to call the "Quote Upsert" (SFDC) Integration in the "Create Order" button which has the OIC integration to OM and BML Scripts. Basically, we want the Quote Up…
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Is there a way to use a standard attribute for the quantity, that is not an integer?Summary: Content (please ensure you mask any confidential information): Hello, We are currently facing an issue on the use of the standard attribute requestedQuantity_l.…
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Attribute/Action for Process Id for Commerce processSummary: We need to redirect the quote page to the commerce list manager page. To achieve this, we must use the process ID to construct the URL in the destination tab of…
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Are there any forbidden characters for CPQ sitewide?Summary: I want to know all forbidden characters for CPQ. Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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Is it possible to Is it possible to invoke Javascript on Redwood quote listSummary: Our environment use Redwood for quote list and I want to know is it possible to call Javascript on it. If possible, how can I do that? Content (please ensure yo…
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Why does our user keep getting locked?Summary: One of our users keeps getting locked. We changed the login thinking that would prevent people from locking it with old credentials but it happened again. "Pass…
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How do I share a CPQ view that I have created and customized in CPQ view builder ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Increment dimension of integer valueSummary: Content (please ensure you mask any confidential information): Hello, We have seen that the the maximum dimension for integer value is 255. We need it to be of …
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Error when cloning a Quote in Salesforce- RESOLVEDSummary: When cloning a quote in Salesforce we are getting this error- Error: Resource commerceDocumentsQuickstart_commerce_processQuote_process with key 456044944 doesn…
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how can i give for sales agent user access to his only organization?Summary: I defined multiple processes and multiple sales agents users so, I need to permit every user to see his only process.
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How can we set to hide the process depend on user?Summary: I want to hide the process. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 25A Patch…
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create a package using CICDSummary: Could you please suggest a sample json to create a package using CI/CD? Content (please ensure you mask any confidential information): Could you please help us …
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Capability to pick multiple lines from multiple quotes to create one Single Quote in CPQSummary: We would like to have the capability to pick multiple lines from multiple quotes to create one order. This is common practice for dealers and direct customers t…
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Unable to link an action to the Opportunity Import IntegrationSummary: The Opportunity Import integration now shows "Process" under Actions, and we are unable to link it to other actions besides create new transaction. We were hopi…
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You are not authorized to access this page.I have a Util BML Library Function that calls the _configure API using the current user credentials. This works fine in our test environment but I receive the following …
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May 21 upcoming webinar: The Future of Customer Experience: Product Strategy Statement of DirectionWe believe 2025 is a line in the sand for customer experience. Envision a world where: Customer experience transcends front (sales, service, marketing) and back-office d… -
Commerce Transaction Arrays - Is it possible to hide any transaction array row attribute ?Summary: We tried writing an access rule, but the transaction array attributes are not available for select in rule condition and action.