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Process Invocation

edited Apr 15, 2020 11:58AM in Configure Price Quote 1 comment

Content

Hi,

We have created multiple process, with interactive use.Below are the steps followed.
1. While navigating from Oracle Sales cloud, CPQ transaction page is pointed to Oracle quote to Manager Process. 
2. In Quote to Manager process "Add line item button is clicked" which navigates to Model configuration page
3. Reccom items are selected, and Process2 button is clicked which will navigate to Process2 transaction page
4. Since new transaction ID is generated, the existing integration field values in Oracle quote to Manager Process are lost and fresh transaction is created.

Based on the steps described, is there an option to restrict on which process the sales agent should land while navigating from Sales cloud to CPQ. Because every time he has to land on Oracle quote to manager process and from there he is navigation to other process via process invocation. Which creates 2 quotes for a single purpose. And can the fields which are fetched in Oracle quote to Manager transaction be retained after moving to the next process(process2)?

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