Resources and Best Practices
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Discussion List
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Symbol Need to show based on KeystrokeSummary: Need to show some symbol in configuration side and this symbol will be derived based on Font and keystroke. Content (please ensure you mask any confidential inf… -
Unable to read file - error message while opening the Excel generated by CPQSummary: We were just upgraded to 23D and currently we are experiencing on all our environments the error message "Unable to read file" while opening the Excel file whic…
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CPQ Environment SetupSummary: Hi Team, How to do environment setup in CPQ? Thanks, Kapil Content (please ensure you mask any confidential information): Version (include the version you are u…
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Multi EnglishSummary: Hi Team, What is the use of multi-English language in Document designer? Thanks, Kapil Content (please ensure you mask any confidential information): Version (i…
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How can we account for frequent username field changes in SFDC for the user sync in CPQ?Summary: Currently the SFDC username needs to be in sync with the Login field in Under User Integration in CPQ, we are trying to analyze if any other field from SFDC suc…
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Parallel Processing (Multi-Threading) of CPQ APISummary: Currently we are using Create New Transactions and a few other APIs for transaction data load activity. Content (please ensure you mask any confidential informa…
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How to get all line items data for all quotesSummary: How to get all line items data for all quotes Content (please ensure you mask any confidential information): I need to get all line-level attribute data for all…
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How can we assign the User Group to a new user, when user is created in CPQ from IDCS?Summary: We have setup the IDCS to assign new users created in Fusion to CPQ and we can assign the user type such as "SALES_AGENT" or "FULL_ACCESS" to the new user. But,…
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How do I edit the buttons on commerce navigation results page (list of quotes)I'm trying to hide the 'Search' and 'Refresh' buttons that are showing in a sub header but need help on where to configure that. Any advice would be appreciated. Thanks,…
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I have a requirement users don't want to select more than one lineI want to customize LIG(line item grid). I have a requirement users don't want to select more than one line. Requirement: in the line item grid if the user added 3 lines…
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How to change the Project leader name format.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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Hide Approvers / Assignees in Approval NotificationSummary: Hide all or future approvers in approval notification Content: Hi all, we need to hide future approvers during an approval. So the current approver should only …
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CPQ change history for parts and overallSummary: CPQ change history for parts and overall Content (please ensure you mask any confidential information): Is it possible to get change history (audit log) for any… -
Need to add Configuration Array set in the Document DesignerSummary: Need to add Configuration Array set in the Document Designer Content (please ensure you mask any confidential information): Team, This is the first time I am us…
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CPQ PerformanceSummary: Question after encountering slowness in CPQ. We would like to know how much we support we can expect from SR. Content (please ensure you mask any confidential i…
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CPQ Recommending empty string to SSPLSummary: I am trying to use a recommendation rule to set a sspl to empty. It works if not an array attribute but doesn't make any change to an attribute in an array even…
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ABO package import failed for 23DSummary: When I try to import the 23D ABO package, the migration is failing with the below error: Can anyone please suggest why this is happening? I've followed the "Ora…
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Integration with box ? https://www.box.com/Summary: Our organization will be using box as central storage location for files / folders. Box has nice integrations with both our CRM system (Salesforce) and our ERP … -
How can I query the configured BOM?Summary: Hello, Is it possible to query the configured BOM in the configurator? The reason for this is to identify the configurations that have not been set up in the BO…
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Do history xsl for a transaction gets logged for array attributes ? Where can we find them ?Summary: I was trying to find the changes that occured for an array attribute in a quote during the period of time but was unable to find it History XSL views, while it …
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How to read the contents of a .xlsx file uploaded to a Commerce File Attachment attribute using BML?Summary: In our project, User want to upload the .xlsx file in the file attachment attribute in commerce... Through BML we are trying to read the content in that file an…
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Validate change in attribute valueSummary: How to validate the change in attribute value? Content (please ensure you mask any confidential information): I have working on a business requirement where req…
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In data table, if we are storing Dates in a column, how can we provide validation for its Format ?Summary: In Data table we are actually storing dates to specify the validity of a record, but as multiple users upload the data, we want to ensure that if any user tries…
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unable to read csv file content by delimiterSummary: User needs to attach a csv file as attachment and read content and add as line item using api. I am able to read content from csv file but unable to store line …
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23DSummary: 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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Is it possible to add Configuration HTML attribute in PDF Document Design using Embedded OptionThis is the dynamic image we are generating using JavaScript and HTML CSS in the configuration HTML attribute on the UI looks like the image, at the back end within that…
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Datacube ConfigurationSummary: Content (please ensure you mask any confidential information): Hello, I would like to ask something about the datacube configuration. We have configured the dat…
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Keep Line Item Grid in 23D Open?Summary: How to make line item grid hierarchy expanded by default (as before). Content (please ensure you mask any confidential information): Hi, In our system we have t…
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Is there a way to check if the quote is opened through a CRM System (SalesForce)?We use SalesForce as our CRM and users login through SalesForce Quote object through a managed package integration on to CPQ screens. However, CPQ administrators can dir…
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Is there a BMLQ function that will perform a currency conversion?Summary: I have been taked with creating a function that will flag any quote that exceeds £10K (10,000 GBP). Simple enough but the twist is that the quote could be in a …