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Action Details: 57 Hits
====== Action Details ====== ===== Send Quote XML ===== The purpose of this functionality is to enable ... Quote XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ The action can send Quote XML to: ... Method) * FTP address **Workflow Setup** - The action **Send Quote XML** should be set up in the workfl
Creating Custom Actions through Scripting: 31 Hits
and link them to other actions as a post and pre-action. The User can change the names of custom actions.... ed as names.\\ ===== Update Opportunity as a Post-Action upon the Save Quote Action ===== The example demonstrates how to create a custom action for updating an Opportunity and link it to the **Save Quote** action as a post-action. As a result, once a User clicks **Save Quote**, and the **Save Quote** act
CPQ and DocuSign Integration: 27 Hits
ons in the document where recipient needs to take action. Also, some tags are used to provide recipient wi... ected** \\ ==== The Generate Document for E-Sign action ==== \\ The only action from this group that is v... *"Generate Document For E-Sign"**. Note that this action should not change the quote status. In order to make this action visible in quote layout, you must enable it by setting a Workflow Permission for it.
Custom Table Web Method - Input Parameters: 20 Hits
dmin user name provided in the username element| |Action|String (50)|Action that will be executed for the ... leName|String(100)|Name of the table on which the action will be performed – no white spaces allowed|Yes|E... es|The AUXTablesproperties XML structure for each action is shown | ===== Input XML definition – for Crea... mn size| ===== Input XML Example for CREATETABLE action ===== <code XML> <Root> <Columns> <Column>
Custom Actions: 20 Hits
he admin is displayed. Admin is able to translate action names by clicking on the ‘Translate’ icon, edit action by clicking on the ‘Edit’ action button, delete action by clicking on ‘Delete’ action button and create new action by clicking on the ‘Add New’ button. No standard CPQ actions is displayed on ... als >> Workflow and to define permissions for the action in CPQ Setup >> Workflow/Approvals >> Workflow Pe
CPQ and AdobeSign® Integration: 19 Hits
ons in the document where recipient needs to take action. If tags are added to the document, then signer... E-Sign Accepted * E-Sign Declined ==== Action "Generate Document for E-Sign" ==== \\ This is the only action from this group that is visible in quote layout and that can be triggered by CPQ user. Note that this action should not change quote status. In order to make this action visible in quote
Custom Table Administration - Output Parameters: 19 Hits
es are verified and successfully passed requested action, otherwise NOK|Y| | |Message|String (500)|Messag... L Examples ===== ==== Result XML for CREATETABLE action ==== \\ **Use case** - Custom table successfully... Error> </code> \\ ==== Result XML for EXPORTROWS action ==== \\ Successful rows export based on the sear... sult> </code> \\ ==== Result XML for UPSERTROWS action ==== \\ **Use case** - Rows get updated / insert
Required Fields By Workflow Action: 17 Hits
dexmenu_n>79}} ====== Required Fields By Workflow Action ====== The **Required Fields by Workflow Action*... ich fields are required before a certain workflow action can be performed. Unlike Workflow Permissions and conditions that hide any action the user isn’t allowed to perform, Required Fields by [[adminhelp:w... pprovals:workflowactions:workflowactions|Workflow Action]] ensures that certain fields are entered before
Approval Process Administration: 17 Hits
clicking on "Approvals" button, he can perform an action on that quote: \\ {{ workflowapprovals:approval... can see all the comments enterred, etc. Whatever action does this approver choose to perform, the approva... s: From status **open to status open**, check the action „Approvals" : {{ workflowapprovals:approvalrule... #; \\ This will ensure that we have "Approvals" action only when we need to submit the quote for approva
Admin Action Audit Trail: 16 Hits
====== Admin Action Audit Trail ====== The system tracks changes made by administrators and the details of the changes and displays them in the **Admin Action Audit Trail** page.\\ ---- **Example**: John is... ange. To get more details, John opens the **Admin Action Audit Trail** page where he finds listed the name... , the time when the change was made, the section, action and field on which the change was performed, as w
Global condition for quote action: 16 Hits
====== Global condition for quote action ====== \\ Admins have the ability to define conditions for executing pre or post actions. When admin edits an action from the **Workflow/Approval ⇒ Actions** list, he... l actions; defines global condition for executing action * Pre Action Condition * This is displayed only if action can be set up as pre action in the workflow * Post Action Condition * This
Customer Roles Mapping: 15 Hits
* is initiated when the Create/Update Opportunity action is clicked. If this action has been set as a pre or post action of another action, then the event will run when that action is clicked. The values ... * is initiated when the Create/Update Opportunity action is clicked. If this action has been set as a pre or post action of another action, then the event will run when that action is clicked. The values
Application Parameters: 15 Hits
The rule condition is:\\ <code>1</code> The rule action is:\\ <code><*SELECTVALUES(Payment:2)*></code>\\ ... og to indicate that CPQ is executing the selected action.\\ * **Execute rules in child products (found ... ame for the **Waiting for Approval** tab.\\ * **Action ‘Send Quote Xml’ sends quote xml under the name**... ame that is sent to the FTP server.\\ * **When action 'Send Quote Xml' is executed, send xml to Http Ad
Developer Console: 15 Hits
ck the **Full Mode** checkbox and repeat the user action. * **Disable UI Customizations** - select to di... overview of the data related only to a particular action.\\ The list of tracked actions is displayed in th... ownload and performance). If an error occurs, the action's information is displayed within the table with red background that indicates that the action is somehow erroneous. To see details of an action, cli
SAP CPQ API: 14 Hits
Rules Admin: 13 Hits
Reconfigure: 6 Hits
Code Builder: 5 Hits
Copy: 5 Hits
User Journey: 4 Hits
Products 2.0: 4 Hits
CRM Objects: 4 Hits
CTX Tags: 3 Hits
sidebar: 3 Hits
CTX Tags: 3 Hits
Scripting: 3 Hits
Triggers: 3 Hits
User Types: 2 Hits
Favorites: 2 Hits
Limitations: 2 Hits
Action Tags: 1 Hits
sidebar: 1 Hits
Conditions: 1 Hits
Email Lists: 1 Hits
GI Tags: 1 Hits
Action Tags: 1 Hits
GI Tags: 1 Hits
Action Tags: 1 Hits
Quote Tables: 1 Hits
Users: 1 Hits
Reports: 1 Hits
Rules Tab: 1 Hits
Companies: 1 Hits
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