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Configure Quote Studio field editability based on quote type


Configure Quote Studio field editability based on quote type

CPQ X allows you to do the following Quote Studio field configuration based on the supported quote type - new subscription quote, amendment quote, or renewal quote:

  • Hide fields
  • Set read-only fields
  • Disable fields to be updated

To configure a field based on quote type:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Object Fields Config.
  2. Move your cursor to the field in the Object + Field column. The Browse and Select Field dialog opens.
  3. Select one of the following objects in the left pane, then the labels of all available fields on this object are displayed in the right pane:
    • Quote
    • Quote Rate Plan
    • Quote Rate Plan Charge
    • Quote Charge Tier
    • Quote Amendment
    • Subscription
  4. In the right pane, select the field you want to configure.
  5. Click Select. Then the selected field entry is added to the table.
  6. Select one of the properties for this field from the dropdown list for the New, Renew, Amend, and Cancel quote. The following options are available:
    • None: With this option selected, clears the chosen behavior (Read Only, Disabled, or Hidden) without deleting the field entry.
    • Read Only: With this option selected, the field value is a read-only value that is automatically populated by system.
    • Disabled: With this option selected, the field is displayed in the disabled mode and does not allow for updating.
    • Hidden: With this option selected, the field is not displayed in the quote creation page of the selected quote type.
  7. (Optional) To define user profiles for the selected Object/Field, enable Apply to Specific Profiles toggle and select the User profiles. 
  8. (Optional) Enter the filter criteria to apply the configuration to those object fields.
  9. (Optional) Click icon_add_2 to add configure a new field, or click icon_remove to remove a field configuration.
  10. Click Save to save the configuration.

Validation checks

The following validation checks prevent you from creating duplicate data:

  1. You cannot save duplicate settings containing the same OBJECT + FIELD. The following warning pop-up will appear if you create duplicate entries and click Save.

  1. You cannot save the data when OBJECT + FIELD is defined, but no properties are associated with any of the quote journeys (e.g., new, amend, renew, cancel). The following warning pop-up will appear if you click Save with no properties defined.