Resources and Best Practices
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Configure Price Quote
Discussion List
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create a util to count number of records in a recordsetSummary: often we need to see how many records are in a record set or to see if its empty. isnull or isempyty don't work so we have to manually count it using a for each… -
Perform a main doc action on multiple selected items in the line item gridSummary: How to set boolean value to True through _system_selected_document_number for multiple selected products in the line item grid while performing a main doc actio… -
How to Clear all Records from Datatable using SOAP API?Summary: To clear all records from a data table using a SOAP call. Content (required): I want to clear all records from a datatable using SOAP. Im able to see the option… -
How to get an attribute from model A to model B in System Configuration?Summary: Get an attribute from model A to model B in System Configuration using Recommendation Rule. Content (required): How can we get configuration attribute from one …
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How can we schedule a recurring batch job to run an action on a subset of CPQ quotes?**This post was created as part of a How to Service Request (SR) Release: 22B.6 Summary of the question: How can a recurring job be configured in CPQ that will parse ove…
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Email Approve/Reject notificaitonSummary: The quote doesn't get approved even after replying "approve" in the email Content (required): I have set up Email approval which goes for L1 and then L2 (Serial…
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CPQ to Salesforce Export AttachmentSummary: Not able to send CPQ PDF Output document in Salesforce Opportunity. Content (required): Followed below steps to enable sending CPQ PDF Output document to Salesf…
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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…
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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…
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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…
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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…
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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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Is there standard functionality to Auto-Update HTML Attributes?------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the ques…
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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…
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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…