Tip Tuesday : CPQ Redwood : Add action contextual to a field

Summary:

From release 25A, you can add actions contextual to any field in a section in CPQ Redwood Quote page

Content (please ensure you mask any confidential information):

This is a short video showing how you can do this.

Steps:

• Open or create a Redwood quote, then click Design.
• Click the applicable view.
• Click the Applicable Field in the applicable section
• Click Advanced in the customize Field drawer
• Select Actions in the "Select Display Context in Field" dropdown
• Add the desired Action from the Available Actions area

Version (include the version you are using, if applicable):25B