I have a request to customize the CPQ Clone Line function within the Quote Line Editor. The default behavior of the clone function is that all fields on a quote line are copied during a clone line operation. Instead, we'd like to have the clone line function copy most fields, but clear out certain fields related to approvals stored on the quote line.
Is there any way to customize the clone line operation?
Or is it possible to build a custom clone line operation?
I am not seeing a way to use Custom Actions, Price Rules, or Product Rules to create a custom Clone Line function.
I cannot use triggers because the clone function happens in the Quote Line Editor GUI and the quote line being cloned may not be stored in the database yet.
- Creating a new Custom Action that only copies some fields - does not appear any way to do this.
- Price rule that clears out some fields upon cloning - no way to differentiate new lines from existing lines.
- Custom Script to clear out some fields upon cloning - no way to differentiate new lines from existing lines.