2

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?

Mike

  • the custom action appears or disappears in the quote line editor or configurator. Are you talking about the same? – sanket kumar Jul 18 '19 at 5:58
  • I am referring specifically to Custom Actions that are displayed on the Quote Line within the Quote Line Editor. In other places, Custom Action Conditions have the desired effect of displaying or hiding the Custom Action. However, Custom Actions displayed on the Quote Line within the Quote Line Editor do not seem to hide based on the Custom Action Condition. – Mike Paisner Jul 18 '19 at 15:47

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.