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How to conditional print line items in CPQ?
Go the necessary Quote Template, and in the Related tab find the Section related list. Click Edit next to the Line Items. For the Conditional Print Field select the Ungroup_Line_Items__c value. Step 5. Create a new Line Items Section which would only appear when Assemble by Product Family is checked.
How to create a CPQ quote template in apex?
For Salesforce CPQ Quote Template, ApexPages.currentPage ().getParameters () doesn’t have a ‘id’ parameter. It has a ‘qid’ parameter. Here are parameters returned by ApexPages.currentPage ().getParameters () for Salesforce CPQ Quote Templates,
How to create a line item table in Salesforce?
Suppose the sales reps should have the possibility to show all line items ungrouped in a single table or grouped into separate tables based on Product Family. Step 1. Create a custom checkbox on the Quote object which will determine whether separate tables are created. First, go to Object Manager in Setup and click on the Quote object.
How to ungroup line items in a quote template?
Update the Line Items Section on the Quote Template to only be visible if the Ungroup Line Items checkbox is true. Go the necessary Quote Template, and in the Related tab find the Section related list. Click Edit next to the Line Items. For the Conditional Print Field select the Ungroup_Line_Items__c value.
How to enable multiple quote line editor in Salesforce CPQ?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Objects ” → Find the “ Quote ” Object → Click on the “ Field Sets ” → Click on “ Line Editor ” edit → Drag and Drop the required fields or Make the required changes → Save. How to enable Multiple Quote line Delete Option?
How to define a quote line in CPQ?
Net Total – It defines the total amount of the quote line or product based on the Quantity and Net Unit Price. SubTotal – It defines the total amount of the Net Total. Additional Discount – We can give a discount for the product in two days, either by Percentage (%) or by Currency (USD, INR).
How to create custom checkbox on quote object?
Create a custom checkbox on the Quote object which will determine whether separate tables are created. First, go to Object Manager in Setup and click on the Quote object. In the Fields & Relationships, click New to create a Checkbox with the field label Assemble by Product Family. Set the necessary field-level security settings, then click Save.