Time Zones – CPQ Online Help

Time Zones


If your company has departments in different countries, in different time zones, or simply your users are scattered around the world, CPQ can be set up CPQ to display information in their own time zone.

CPQ administrators can set time zone globally - at the tenant level or at the user level. Once set globally, the time zone is applied for each user. If some user needs different time zone it can be set by CPQ administrator, or by the user if they are allowed.

Setting Time Zone at tenant level


To set default time zone at the tenant level, go to Setup > General > Application Parameters, then under “General Parameters” tab find the parameter “Default Time Zone” and make the desired selection. This will apply the defined default time zone to all users (See Figure 1).

Figure 1 - Setting time zone at tenant level


Setting Time Zone at user level


As a CPQ administrator you are allowed to set time zone for each user separately. You can decide whether the user can change time zone on its own or not. (See Figure 2)

Figure 2 - Setting time zone at user level


Administrators can also set the time zone for multiple users in bulk - using the import/export feature. The user import/export template contains two columns for this purpose: timezone and Allow timezone change. (See Figure 3)

Figure 3 - Set default time zone for user(s) through import/export


In user import/export template there is a sheet labeled ”timezones”. This sheet contains information about all CPQ system timezones that you can enter in the sample template column Timezone under the users sheet (See Figure 4)

Figure 4 - Timezones sheet


Users that are allowed to change their time zone can change it by selecting the desired time zone from the drop down list on the User Page. (See Figure 4)

Figure 5 - Changing time zone in user page


Users that are not allowed to change their time zone by the administrator will have the user time zone field disabled in the User Page. (See Figure 5)

Figure 6 - User is not allowed to change time zone


When user create quote, all date information will be presented in their selected time zone. When user go to the load quote page, they will see the list of quotes - their own and from the others. For each quote, ”Date Created” field will be presented to the user is in their selected time zone.

Example

User1 has created the quote in PST time zone on 06JUL2016 at 23:57:16.
User2 is in CET time zone. User2 will see that User1’s quote was created on 07JUL2016 at 08:57:16)

The same rule applies for Date Modified field, and all other fields that has Date type, e.g. quote expiration date, Date Created and Date Modified on quote revisions, custom fields (on quote, customer, quote item…), Date Created field in Documents tab, etc.

CTX Tags and Time Zones


Time zones are supported by the CTX tag. CTX Tag can be instructed to return the time zone value of a Quote custom field that is of type Date. Some examples are provided in Figure 7.

CTX TagDescription
<*CTX( Date(09/13/2011).InUsertimezone)*>
Displays provided time in user time zone
<*CTX( Quote.CustomField(QuoteCustomField).InUsertimezone )*>
Displays value of QuoteCustomField in user time zone
<*CTX(Quote.CurrentItem.CustomField(QuoteItemCustomField).InUsertimezone)*>
Displays value of QuoteItemCustomField in user time zone
Figure 7 - CTX Tag examples for time zone support


Iron Python Scripting and Time Zones


Iron Python Scripting now exposes the timezone property in the IUser interface. It can be used in scripts to ensure that the result of the script execution will be presented to the user in the selected time zone.

The next line of Iron Python code will return the users time zone and set the content of the custom field named Quote message:

Quote.GetCustomField('Quote message').Content = User.timezone.Id


Figure 8 - Custom field displays current user time zone
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