I am trying to set up a conditional Custom Action on a CPQ Quote Line. I only want the Desegment Line Custom Action to appear when a custom field "Segmentation_Editable__c" has a value of true.
I have tried setting up the Custom Action Condition to point to the Product, but that didn't work. I also tried pointing it to the Quote Line, but that didn't work either. The custom action always shows no matter what.
I have the following set up: Custom Action
- Conditions Met: All
Custom Action Condition:
- Target Object: I've tried Product, Product2 and SBQQ__QuoteLine__c
- Field: Segmentation_Editable__c which is custom checkbox field on Product2 object. There is also a same named field on SBQQ__QuoteLine__c object of type formula with the formula: SBQQ__Product__c.Segmentation_Editable__c
- Operator: equals
- Filter Value: true
The Custom Action appears in all scenarios. Is there any way to get Custom Actions to be conditional at the line item level?