Not sure why you say around 9:30 that CPQ "filters on the value returning false" -- this is not true. Just tested. As long as you put Value "true" it works as expected. Unless you meant to say that if you leave it BLANK, then that would be considered false? Also took me quite some time to figure out I also had to add my custom Filter Target field to the Dependent Fields layout for it to work. Not sure why that's not mentioned here or in the Salesforce Help for adding Search Filters to Custom Actions. Lastly, you can totally use friendly names in the Target Field picklist (e.g. "Discontinued Product" or "Region", not "Discontinued_Product__c" or "Region__c") as long as you set the API name to match the picklist API name. But you can make the label a friendly name, with spaces or whatever you want.
First of all thank you for the wonderful session. I created the dynamic filter, added the product family on quote still my filter is not working. Any idea what is wrong
@@apexhours Unable to direct answer to the original question. @yashikaaggarwal3282: You also have to update the Filter Field Dependencies on the object so that when Quote is selected, your field API is available.
How do you add the Product Family picklist to the Quote object? I created one just by copying the values from the field on Product but for some reaso it is greyed out and I can't select a product family. Any idea why this would be?
it is just custom field create it with name of product family and add some picklist fields values to the product and same value will be given in quote also. In search filter you need to add the value of your ustom field name: product_family__c to the Filter Source Field and include it in dependencies. Now it is working.
we have an action called "Reset Discounts" on quote line editor.=. But it clears all the discounts. Can we clear only "Additional Discount" with custom actions? Currently, I am calling a flow and in Flow and resetting the additional discount field. are there any other ways of doing this?
now in this you have filtered for one product family. But in case you want to show more than 1 product family, then do you have to create more than one Filters? or you can add the conditions entirely in the same filter. If the condition logic is something big, how to handle it. Thank you for these series.
Can we create a Custom Action on Order screen which can completely cancel the Order? The cancellation should mean that the subsequent proration and invoicing are also handled. Currently the process requires going via the complete Amendment process. Any way to have a single Custom Action button on the Order itself?
Nimit, to my knowledge that would not be achievable by just using Custom Action. As you mentioned, canceling an Order has multiple steps through the Amendment process (which includes CPQ creating an Amendment Opportunity and Amendment Quote) which allows CPQ to track the original and cancellation (amendment, in this case) separately to maintain history. There could be ways to bypass this and change the data but it would break the core value CPQ brings and it is not recommended.
Hi, I have a schenario, need to place a custom action on group , this action need to call lightining component. when clicking that custom action , it's throwing null pointer exception from package , how can handle this issue ?
@Salesforce Couple - Sudha @ Prashant , While creating the Dynamic filter for Product Family Search filter, I am not able to find the Product Family value for the Field "Filter Source Field". Could you please help me on this @Salesforce Apex Hours
Vamsi, You can include the Product Family field to the picklist value of the 'Filter Source Field'. Remember to use the field's API name when you include it as picklist value. Hope this helps!
@@salesforcecouple-sudhapras7930 I've tried adding picklist value to the 'Filter Source Field' - Product Family (Label: Product Family, Api Name: Family) as mentioned but doesn't seem to work. Any suggestions?
Prashant's presentation skills and knowledge is excellent where as Sudha's knowledge is good, Her forced accent is unbearable and kind of distracts me in understanding.
