Custom Actions

CPQ offers flexible way to meet custom demands for various functionalities that are not part of the standard software version. 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 standard quote action, they can be set up as pre or post action. Also email notifications can be attached to them.

Typically , these actions are used for integration with other external systems – like ERP system. For example, one custom action could contain code that would send relevant quote information to the product manufacturer and/or distributor software, after the order is placed on that quote in CPQ.
Administration for custom actions can be found under CPQ Setup > Develop > Custom actions. When user clicks on sub-menu Custom actions, table with all custom actions developed by the 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 and create new action by clicking on the ‘Add New’ button.

No standard CPQ actions is displayed on this page. Custom actions defined by the admin are not displayed in CPQ Setup » Workflow/Approvals » Actions.

Figure A - Custom actions table


Admin is able to use these actions in CPQ Setup » Workflow/Approvals » Workflow and to define permissions for the action in CPQ Setup » Workflow/Approvals » Workflow Permissions.

When defining Workflow transition for some custom action, in order to change quote status that action as last row should include WorkflowContext.ChangeQuoteStatus = True.

Figure B - Custom action set in workflow


Figure C - Defining permission for custom action


When admin adds new/edits custom action, page is displayed where admin is able to:
• Define action name (required)
• Order within quote
• Whether it is a primary action or not (selected by default)
• Image for the action
• Global condition for action (empty by default)
• Pre-action condition (empty by default)
• Post-action condition (empty by default)
• Script engine type (currently only Python)
• Script

Action is always set up so that it can be set as pre or post action. Placement is set to the quote (Cart) automatically, and admin is able to change that.

You are here: CallidusCloud CPQ Online HelpAdmin Page HelpScriptingCustom Actions