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Action Details: 48 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
SAP CPQ and DocuSign Integration: 25 Hits
ons in the document where recipient needs to take action. Also, some tags are used to provide recipient wi... ign Accepted** * **DocuSign Rejected** \\ ==== Action "Generate Document E-Sign" ==== \\ The only action from this group that is visible in quote layout and that can be triggered by SAP CPQ user is **"Generate Document For E-Sign"**. Note that this action should not change the quote status. In order to m
Result XML Examples, List No. 1: 25 Hits
=""><![CDATA[]]></Title> <Actions> <Action ActionId="1" ActionName="Edit" /> <Action ActionId="2" ActionName="Add" /> <Action ActionId="3" ActionName="Delete" /> <Action ActionId="4" ActionName="Lookup" /> </Actions> </Customer> <Customer CustomerRoleTyp... =""><![CDATA[]]></Title> <Actions> <Action ActionId="1" ActionName="Edit" /> <Action
Custom Actions: 23 Hits
in the quote workflow as any other standard quote action, they can be set up as pre or post action. Also e... ystems – like ERP system. For example, one custom action could contain code that would send relevant quote... 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 a
Workflow Actions: 23 Hits
screen. The left side of the table contains **Pre-Action (Start) Statuses** and the top of the table contains **Post-Action (End) Statuses.** The list of actions in each intersecting square specifies which... will be changed to Order Placed with the Workflow Action defined below. \\ Alternatively you can view the... sts each start and end status along with the tab, action name, conditions, pre actions, post actions and n
Renewal Management: 22 Hits
et is to be created through Workflow. There is an action named **Create Asset** that can be set in workflow as a post action for some quote status (e.g. //Quote Won// status), that will trigger automaticall... how to setup your Renewal Process. \\ ===== Setup action “Create Assets” ===== This is the action which creates Assets for you. To find and set up the action, go to **Setup**->//Workflow/Approval//->**Action
Custom Table Web Method - Input Parameters: 20 Hits
admin username 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 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
SAP 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 SAP CPQ user. Note that this action should not change quote status. In order to make this action visible in q
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: 17 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
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
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
Rules Admin: 16 Hits
SAP CPQ API: 14 Hits
Reconfigure: 6 Hits
Copy: 5 Hits
Code Builder: 5 Hits
Products 2.0: 5 Hits
CRM Objects: 4 Hits
sidebar: 3 Hits
CTX Tags: 3 Hits
Scripting: 3 Hits
CTX Tags: 3 Hits
Triggers: 3 Hits
Email Lists: 2 Hits
Limitations: 2 Hits
Limitations: 2 Hits
User Types: 2 Hits
Favorites: 2 Hits
GI Tags: 1 Hits
Action Tags: 1 Hits
Products: 1 Hits
GI Tags: 1 Hits
Action Tags: 1 Hits
Reports: 1 Hits
Users: 1 Hits
Quote Tables: 1 Hits
General: 1 Hits
Enablement: 1 Hits
Scripts: 1 Hits
Companies: 1 Hits
Rules Tab: 1 Hits
sidebar: 1 Hits
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