Resources and Best Practices
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Configure Price Quote
Discussion List
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revise keyword for action_var_nameSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
How to leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ?Can we leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ? or do we need different/separate Managed Package for each experience ? -
redwoodSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Is it possible to Hide Subscription Workbench actions (Modify, Terminate, Suspend, Resume, Renew)Is it possible to hide Subscription Workbench actions (Modify, Terminate, Suspend, Resume, Renew) based on the value of a commerce attribute, since users do not want to … -
Display Only Models Relevant to Commerce Attribute ValueSummary: We have a commerce menu attribute, and depending on its LOV value, we need to display or hide specific models on the home page. Is there a method to filter mode… -
Is it possible to remove a document from an attachment attribute when the user click an action?Summary: Content (please ensure you mask any confidential information): Is it possible to remove a document from an attachment attribute when the user click an action? T… -
Config Model (Non-BOM) Attribute Comparison for Each Line and Store at Transaction HeaderSummary: Business Requirement: We need to compare config model attributes which is added at Line across current & old version of a quote. The comparison should: Match li… -
How to change the pop-up message after the proposal downloaded?After I click generate proposal, a pop-up appears with a loading message, and even though the file is downloaded, the loading icon is still working, so I need to change … -
How to restrict transactions based on Business unitHow to restrict transactions based on the Business unit in Oracle CPQ. -
attachment attribute from PostmanSummary: Hello, I want to attach a file to a file attachment attribute from Postman. However, I'm unsure of the method or endpoint. Do you have any information on how to… -
screen resolutionsSummary: Hello, We're having problems with screen resolutions. On some screens, all elements (buttons, attributes, etc.) are visible, while on others, you have to scroll… -
Price book is readonly in configuration pageSummary: I created a custom pricebook, it's active, but when I go to Configuration page, the price book field is read only. How can I select different price books in con… -
“Back (Type - Back)” saves data when “Collaborative Mode” is enabled in any organization.Summary: We are facing an issue with the “Back (Type - Back)” action, which only saves data when “Collaborative Mode” is enabled in the organization. Since our system is… -
Visibility Of Transaction based on User groupsWe are trying this approach to transactions visibility based on User groups, results = ""; bu = businessUnitId_t; company = _system_company_name; pp = _system_current_pp… -
CPQ Rich Text to set a default Font and Size for text as expectedSummary: CPQ Rich Text is defaulted to Times Roman font and size as 12, however in Email template we don't have Times Roman font available. I have tried to overwrite the… -
How to run the REST API on a scheduled basis for a Data Table using a library function?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… -
Need to show only model and actual items in View BOM on Configuration BOM PageSummary: Currently system is showing all items in View BOM, but business only wants model and its actual items, option classes need to be hidden Content (please ensure y… -
How to map the table count into another tableSummary: How to map the table count into another table in CPQ eg: Table A → Total record is 1000 Table B → Total record is 200 Target Table TableName Count Last Modified… -
How to refresh the Rest API for Data TableSummary: In the Data Table REST API, the date_modified field is not returning the actual last modified date for the table. Instead, it shows an incorrect or static value… -
What is the ideal way to assign sequence numbers for this hierarchy?Summary: Level Hierarchy Sequence Number Level 1 Root 1 Level 2 Model 1 2 Level 3 Sub Parent 1 3 Level 4 Child 1 4 Level 5 Grand Child 5 Level 3 Sub Parent 2 6 Level 4 C… -
Embed DocumentsSummary: Hello, I'm using the document designer and I've added several embedded documents that are populated via file attachments. These same documents are included in t… -
How to send notification for the user?I need to add constraints to a date-type attribute so that when the due date has passed, the user receives a notification. -
Can we close the Action Drawer on click of any action within the drawerSummary: We want to close the action drawer whenever user clicks on any action displayed anywhere within the drawer. This seems to be possible only with the Primary acti… -
Save to see changesSummary: Save to see changes Do you know if it's normal that to change steps you have to click the save button? Shouldn't it do it automatically? -
attach an Array Set in the document designerSummary: Hi! Do you know if it's possible to attach an Array Set in the document designer? Thanks for your help. Regards! -
Confirmation popup on action clickSummary: I have to implement a requirement in CPQ, when user clicks on cancel action it should show a popup for asking the confirmation from user. How to achieve this ? … -
What is the function to encode AES256 encryption, able to see only encode base64 in the functionsWe need to Encode our CPQ BS_ID in CPQ using AES 256 encryption , is there any workaround or steps as we need to pass BS_ID value in AES256 encryption only. -
To Auto-populate the line-level fields (Spec&grade) value based on the item(Product) in CPQ module.Summary: In the CPQ module, the requirement is to auto-populate the line-level attributes Spec and Grade after the user selects the Product (item). These attribute value… -
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Quote Transaction NumberSummary: We have a requirement in our project where the quote transaction number should follow a specific sequence, such as AAA001 to AAA999 and then continue as AAB001,…