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adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/02/11 08:34]
mnikolic [Creating Sections]
adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/05/17 03:33] (current)
mnikolic
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     * **Section Name** - names of sections and subsections     * **Section Name** - names of sections and subsections
     * **Can contain products** - populate with either **1**, **Yes** or **True** each section to which you wish to add products. \\ If there are quote item custom fields for which users have the editing rights, they also have a dedicated column in the Excel and you can populate them with values.     * **Can contain products** - populate with either **1**, **Yes** or **True** each section to which you wish to add products. \\ If there are quote item custom fields for which users have the editing rights, they also have a dedicated column in the Excel and you can populate them with values.
 +    * **Can be distributed** - populate with either **1**, **Yes** or **True** each section that you wish to distribute. 
   - Click **Excel Upload** and select the populated template. \\ A grid displays in the tab. \\ Sections and subsections are created following the hierarchy in the template.   - Click **Excel Upload** and select the populated template. \\ A grid displays in the tab. \\ Sections and subsections are created following the hierarchy in the template.
-{{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_excel_template.png?500}}\\+{{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1905_ecel_section_template.png?500}}\\
 {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_basic_structure.png?500}} {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_basic_structure.png?500}}
  
-===== Creating Sections via UI Builder =====+===== Creating Sections via Section Builder =====
 The UI Builder is an SAP CPQ tool for manually creating sections. \\ The UI Builder is an SAP CPQ tool for manually creating sections. \\
  
-  - In the **Solution Design** tab on the quote, click **UI Builder**. \\ An empty grid displays. +  - In the **Solution Design** tab on the quote, click **Section Builder**. \\ An empty grid displays. 
-  - Click **Add Section**.+  - Click **Add**.
   - Enter the label of the new section in the empty field.   - Enter the label of the new section in the empty field.
   - Click **Save**.   - Click **Save**.
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     * {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_delete_icon.png?15}} - delete the section and all children subsections. The products in the deleted sections are not deleted from the quote.     * {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_delete_icon.png?15}} - delete the section and all children subsections. The products in the deleted sections are not deleted from the quote.
     * **Can contain products** - select next to each section to which you want to enable adding products.     * **Can contain products** - select next to each section to which you want to enable adding products.
 +    * **Can be distributed** - select next to a section that you want to distribute to other sections.
 +    * **Assigned to** - click on the assign button and select the solution teams that will have the rights to manage the section. This option is available only when there is at least one solution team in the **Involved Parties** tab.
   - Click **Save**. \\ Sections are created.   - Click **Save**. \\ Sections are created.
  
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 To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\ To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\
 {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}} {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}}
 +
 +== Filtering Sections ==
 +Sections can be filtered by name (only the exact match returns results) and by the value of quote item custom fields that administrators have marked for filtering (**Use column value to filter quote items** is selected on the field in **Setup**). Also, users can filter the sections assigned to their teams by selecting the **Show only my sections** label. After a filter is applied, only the sections that match the entered criteria and their pertaining products are displayed.\\
 +The applied filter is saved locally in the browser for a user and quote. If that user opens the quote in another browser or reassigns the quote, the filter will not be applied. Also, different users on the same quote can apply different filters.\\
 +The applied filters display in pills above sections in the **Solution Design** tab and users can easily remove them, which refreshes the display of sections.\\
 +Excel download is available while filters are applied and in that case only the filtered sections are downloaded.
 +
 +
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