Resources and Best Practices
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For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Discussion List
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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… -
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… -
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 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 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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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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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… -
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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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 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… -
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…User_2025-02-11-03-24-41-964 21 views 2 comments 0 points Most recent by User_2025-02-11-03-24-41-964
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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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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): … -
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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Is it possible to associate a new Solution Provider in the Manage Electronic Signature screen?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are making the switch from Docusign to Adobesign. I created the Adobe …
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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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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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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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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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Attachments are getting removed during copy of a quote, how would one avoid that from happening?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Attachments are getting removed during copy of a quote, how would … -
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…User_2025-02-11-03-24-41-964 51 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle
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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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How Can The Conveyor Belt In JET UI Be Disabled So That All Actions Are Shown Like In Legacy UI?**This post was created as part of a How to Service Request (SR) Release: 22B.2 Summary of the question: We are looking for a method that would disable the new "conveyor…
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How to Make SSPL in an Configuration Array read-only?Summary: We want to make to SSPL attribute to be read only in Config Array based on a condition. Content (required): If a Boolean attribute is enabled true in the array,…
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How can we Invoke Recommended Item in System Configuration without going to the Model?Summary: We need to invoke recommended item rule which is under a model without having to configure the model in System configuration. How can we achieve? Content (requi…
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How To Add BML Logic To "Add To Quote" Button On Favorites Page**This post was created as part of a How to Service Request (SR) Release: 22B.6 Summary of the question: How can custom BML be added to the "Add To Quote" button on the …
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Search Transaction basis of some attribute value from BMLSummary: I want to search all the transactions with specific status from BML. Can this be done? I dont we have search action in transaction manager for the same, but I w…
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How to access System Configuration JSON?Summary: We would want to access System Configuration JSON which is available in Pipeline viewer? How to access it? Content (required): We have implemented System Config…
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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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How to read the contents of a DOCX file uploaded to a Commerce File Attachment attribute?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: If a DOCX file is uploaded to a File Attachment, how can we parse …