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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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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How to hide Actions button(for Archiving and Forwarding) for Redwood UI Transaction PageHow to hide Actions button(for Archiving and Forwarding) for Redwood UI Transaction Page for non-admin users. -
Modify Action on an end-dated asset throws errorSummary: An error occurs when attempting to modify an end-dated asset. We have a use case to allow users to modify an end-dated asset. We are encountering the error "Can…
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How to disable access to List Integration page to users with access to Part SearchSummary: We want certain admin users to have access to Part Search capability but not to Schedule any integration jobs to import or export parts. Content (please ensure …
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ConfigureasdCristian Rogelio Velasco Gutiérrez 21 views 3 comments 0 points Most recent by Emmanuel Zambrano-Support-Oracle
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How to setup user access to edit certain CPQ tables?Hello - We are looking to allow certain users through the use of groups to be able to edit data within certain tables. It appears that this capability is available in CP…
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Facing cacheInstanceId issue when trying to create a Quote in CPQ from CX.Hi All, We are receiving below error when trying to create a quote in CPQ from CX Sales. Any help to resolve this issue would be appreciated. You have attempted an actio…
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How to delete specific transaction line in CPQ under a model?Summary: We need to delete specific transaction lines in the Line item grid based on certain condition. Configuration setup - we have system configuration to have the st… -
Guidance on enabling Generative AI Quote Summaries in Oracle CPQ CloudSummary: I have completed the setup for the Generative AI Quote Summaries feature in Oracle CPQ Cloud. However, when I try to trigger the action, I'm encountering the fo…
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Oracle Confirmation Needed: Quick Registration Type Partner User Licensing and RestrictionsHello Team , We are planning to use the "Quick Registration Type" for Partner organizations and users to support Dealer functionality. Before proceeding, we would like c… -
Convert setSessionCurrency SOAP API to REST APISummary: I want to convert setSessionCurrency SOAP API to REST API since by 25C SOAP v1 is getting deprecated. I saw in the help section to convert this to REST "_change…
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Adding multiple rows in datatable using REST APISummary: As SOAP v1 is getting deprecated we are converting our SOAP API code to REST API. We have one SOAP API that inserts multiple rows into datatable. Is there any R…
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Steps email notification not triggering when modify action is performedSummary: In a particular step, there is modify action which is clicked, when this action is performed the step remains same and a email notification is expected to be se…
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Tip Tuesday : Hide Views if all attributes are hidden in CPQ redwoodSummary: This is a short video showing how you can set up views in CPQ redwood to be hidden when there are no attributes visible to the user in the current step. Steps: … -
Tip Tuesday : How to add or change Logo in CPQ RedwoodSummary: This is a short video showing how you can add your Organization logo in CPQ Redwood Designer. Upload your logo images to CPQ File manager first if you don't hav…
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Anyone used Microsoft Power automate to connect with CPQSummary: We Need to Connect Microsoft Power automate with CPQ to transfer data Content (please ensure you mask any confidential information): Version (include the versio…
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We are getting the error while adding favoritesSummary: When we trying to add favorites from the favorite list we are getting the below error: The favorite you are attempting to invoke has an altered item list. Pleas…
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Deactivate users in CPQ from salesforceSummary: In the Salesforce managed package there is the section that allows you to populate fields to create users in CPQ automatically. However, I don't see a way to de…
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Database server information in Datacube integrationSummary: How to get Database Server, Username and password information in Datacube Integration. Content (please ensure you mask any confidential information): Version (i…
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Quote Visibility/Restriction for Partner UsersHello Team, We have a business requirement of restricting quote visibility based on the logged-in partner organization /users. We are planning to use QuickRegistrationBu…
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I want to determine whether the approver is the second approver or the final approver in BML.Content (please ensure you mask any confidential information): Process Definition>**** Quote Process>Documents>List>Transaction>Actions>List>Approve I am setting up BML …
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Can CPQ Managed Package support ICU?Summary: Salesforce is transitioning to the International Components for Unicode (ICU) formats for dates, times, and currencies. These new formats will replace the Oracl…
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We are having some queries regarding oracle CPQ. Please anyone help on this.Summary: As Reporting Manager in CPQ doesn't allow attributes like File Attachment to extract into a report, please let us know how to find out how many deals having the…
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Is There a way in which we can inactivate the bin (delete button) for specific row but be active?Summary: Hi Community, Is There a way in which we can inactivate the bin (delete button) for specific row but be active? Thanks Content (please ensure you mask any confi…
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Why html attribute hyperlink with redwood link is not displaying on email template in CPQ ?In email template of oracle CPQ, when i use html attribute with tag to add hyperlink with redwood link it is not getting populated in the template. But when i use jet l…
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Is there a way to remove default checkbox from config arraysetsSummary: We want to remove the default checkbox of arrayset in config. Currently we have the Redwood UI. If it can be done via css can you help me with the syntax. Attac…
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Import / Export in Price model via SFTP or APIAs of now, we do have Import / Export in price model. Will SFTP / API support the Import / Export in price model. If not , as part of which release will this be availabl…
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How can we have multiple watermark images conditionally in CPQ in single doc-designer templateSummary: To Implement Multiple (30-40) watermark images conditionally in single Document Designer Template in Oracle CPQ Content (please ensure you mask any confidential…
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_select_alternate_address Action does not show any data in PopupSummary: Hello Everyone, We are currently experiencing an issue in Oracle CPQ when using the "Select an Alternate Address" action. Although the pop-up window appears upo…
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How to maintain the custom name on standard attribute after updating application version.Summary: I use transactionName_t for "名称・物件名" so I change name in Japanese. However, after version updating the name return to original "transaction name." Is it p…
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File Size Limits for ImportSummary: I would like to understand the maximum and optimal limits for the number of records and the file size supported by the Data Table Import REST API ({{baseUrl}}/d…