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Workflow Actions: 44 Hits
{{indexmenu_n>72}} ====== Workflow Actions ====== After defining statuses, the administrator needs to define the actions that will change the **quote/order** status. For example, a desired behavior may be t... er button. There are three states in the workflow actions. Each relates to a tab on the load quote page.\\... b.</note> The relationships between statuses and actions are specified through the **Workflow Actions** se
Developer Console: 26 Hits
**Developer Console** allows you to analyze your actions in SAP CPQ easily, profile application problems a... in a new tab so you can work on SAP CPQ and track actions and traces in parallel. The **Developer Console**... **Example**: If you need to track and analyze all actions that have been performed on a quote in SAP CPQ, c... checkbox. In the first tab, open the quote whose actions you wish to analyze. If you go back to the **Deve
Workflow Permissions: 21 Hits
ed to control which user groups can perform which actions. This administrative section is important because users will be unable to use any of the actions defined in the [[adminhelp:workflowapprovals:workflowactions:workflowactions|Workflow Actions]] administrative section unless they have been given perm... se permissions can be done in two ways, through **Actions Permissions** or **User Group Permissions**. The
Manage Actions: 16 Hits
====== Manage Actions ====== Standard and custom quote table actions allow users to manage rows and cells ... uote Tables.\\ ==== Manage Standard Quote Table Actions ==== **Add row**, **Delete row** and **Copy row** are standard actions available on Quote Tables. On the administration side, you can activate/deactivate actions, choose permission groups that can see them and define actions that are executed before
Load Existing Quotes: 16 Hits
quote has been created, user can view and perform actions on it in the load quote section. The load quote s... page can be done in three main ways: **performing actions**, **changing the status**, and **making revision... * screen (explained below). \\ ==== Performing Actions ==== Actions for quotes range from reassignment ... creating a copy. User can easily see the list of actions available for a quote by clicking the drop down b
Result XML Examples, List No. 1: 14 Hits
CustomerExtendedPrice> <LineItems /> <Actions /> <KeyAttributes> <KeyAttribute> ... CustomerInfoColumn=""><![CDATA[]]></Title> <Actions> <Action ActionId="1" ActionName="Edit" /... ction ActionId="4" ActionName="Lookup" /> </Actions> </Customer> <Customer CustomerRoleType="... CustomerInfoColumn=""><![CDATA[]]></Title> <Actions> <Action ActionId="1" ActionName="Edit" /
User Action Audit Trail: 13 Hits
**Action**: any change carried out by a user. The actions that CPQ logs are elaborated further in the secti... n where the change has taken place.\\ ===== User Actions ===== CPQ logs the following actions executed by... tivity.\\ \\ **Catalog**\\ CPQ logs the following actions executed in the Catalog:\\ * Clicking **New Pro... omplete search\\ **Recent Items**\\ The following actions are logged:\\ * Clicking a category * Clickin
Item Actions Workflow: 13 Hits
====== Item Actions Workflow ====== In addition to controlling the visibility of Quote Actions based on th... Status, administrators can now hide certain Quote Actions by using conditions (e.g. text in a part number) ... need to customize the Quote user interface. Item Actions define which actions can be performed on individu... ged in **Setup** > **Workflow/Approval** > **Item Actions Workflow**.\\ Quotes are organized in **My Quotes
Custom Actions: 13 Hits
{{indexmenu_n>42}} ====Custom Actions==== SAP CPQ offers flexible way to meet custom demands for various f... ersion. This is achieved by implementing **custom actions** – parts of code that contain processing logic for appropriate functionalities. Custom actions can be used in the quote workflow as any other standa... s can be attached to them.\\ \\ Typically , these actions are used for integration with other external syst
SAP CPQ and DocuSign Integration: 10 Hits
rting and ending statuses of DocuSign integration actions. Three statuses can be named as follows, but SAP ... * **Waiting for DocuSigning** ===== Integration actions ===== \\ DocuSign integration brings four built-in actions that are available in SAP CPQ Setup : * **Generate Document E-Sign ** * **Change E-S... riggered and quote status is not changed. ==== Actions "DocuSign Accepted" and "DocuSign Declined" ====
Images for Quote Actions: 10 Hits
====== Images for Quote Actions ====== ===== Introduction ===== The purpose of this feature is to enable images for quote actions so that users can easily spot them. ===== User Side ===== In quote, depending on value of application parameter,actions will be displayed with images. Actions will be sorted by sort order (actions with empty sort order field will be displayed at the end). If actions have
Shopping Cart/Quote: 9 Hits
quote is comprised of three sections: **Tabs**, **Actions**, and **Main Cart Area**. \\ \\ The **Tabs area*... \ ;#;// Figure A - Quote tabs // ;#; \\ \\ The **Actions area** is displayed above and below the Main Cart Area. For more information on actions see [[usersideinformation:shoppingcart-quote:cartanditemactions|Cart and Item Actions]]. \\ In addition, line above the actions contains different information a
Cart and Item Actions: 9 Hits
{{indexmenu_n>26}} ====== Cart and Item Actions ====== Cart actions are displayed above and below the Main Cart Area. These actions, displayed as buttons, allow performing operations such as Place Order, Ca... |Generate Quote]], etc. \\ Availability of these actions depends of the current Status of action. For inst... s is Waiting for Approval, only limited number of actions are available for user. Actions such as Place Ord
Deploy / Send Changes: 9 Hits
:Permissions,Cart level Agregates, Workflow, Item Actions Workflow,CRM Integration . Click Continue to send... ser selected;Cart Level Agregates, Workflow, Item Actions Workflow,CRM Integration) * **Update existing P... data in destination environment * Statuses * Actions * IronPython custom actions * Workflow Permis... ation environment is 20MB.\\ ===== Deploy Custom Actions ===== \\ When deploying custom actions, you can e
Rules Admin: 5 Hits
Triggers: 5 Hits
Promotions: 4 Hits
Code Builder: 3 Hits
Quote Tables: 2 Hits
User Types: 1 Hits
Quote 2.0: 1 Hits
sidebar: 1 Hits
Cart Markets: 1 Hits
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