Differences

This shows you the differences between two versions of the page.

adminhelp:usersadministration:usergroups [2018/05/15 07:30]
mnikolic [Adding a New User Type]
adminhelp:usersadministration:usergroups [2018/08/17 03:29] (current)
atadic [User Types]
Line 2: Line 2:
 User types control how users interact with the system. For example, products, reports and workflow actions can have permissions set according to user types.\\  User types control how users interact with the system. For example, products, reports and workflow actions can have permissions set according to user types.\\ 
 To view a list of all user types in the system and/or add new user types, go to **Setup** > **Users** > **User Types**. A list of all existing user types displays, and their total number is visible in the top right corner of the page.\\ To view a list of all user types in the system and/or add new user types, go to **Setup** > **Users** > **User Types**. A list of all existing user types displays, and their total number is visible in the top right corner of the page.\\
-User types can be filtered by specific and advanced criteria. To quickly filter user types, enter enter one of the following search queries in the search box: +User types can be filtered by specific and advanced criteria. User types can be quickly filtered by group name.\\
-  * group name +
-  * group description +
- +
 Additionally, when using the **Advanced Search**, user types can be filtered by: Additionally, when using the **Advanced Search**, user types can be filtered by:
   * group name   * group name
   * group description   * group description
-  * start page 
   * XSLT file   * XSLT file
   * start category   * start category
Line 16: Line 12:
 Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\ Values in all columns can be sorted in ascending/descending order by clicking the column headings.\\
 Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **User Types** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\ Clicking {{:adminhelp:usersadministration:gearicon.png?17}} opens a pop-up where you can select the columns that will be displayed on the **User Types** page. Alternatively, clicking the check mark in the upper-right corner of the **Display Settings** pop-up selects all columns.\\
 +**Note**: The additional columns will display in the grid only the first time they are added.\\
 {{:adminhelp:usersadministration:usertypes_display.png?300}}\\ {{:adminhelp:usersadministration:usertypes_display.png?300}}\\
 \\ \\
Line 32: Line 29:
   - Click **Start category** to define the category users belonging to the user type land to in CPQ. \\    - Click **Start category** to define the category users belonging to the user type land to in CPQ. \\ 
   - In the **Categories** pop-up, select a product category on which users will land. \\ Categories with a downward-facing arrow next to it contain subcategories. Clicking the arrow expands the category. \\ **Note**: For more details on setting up landing page for a user type, please refer to the **[[adminhelp:usersadministration:usergroups#setting_up_a_landing_page|Setting up a Landing Page]]** section.   - In the **Categories** pop-up, select a product category on which users will land. \\ Categories with a downward-facing arrow next to it contain subcategories. Clicking the arrow expands the category. \\ **Note**: For more details on setting up landing page for a user type, please refer to the **[[adminhelp:usersadministration:usergroups#setting_up_a_landing_page|Setting up a Landing Page]]** section.
-  - Enable or disable the displayed toggle switches: \\ - **Show Fields in a Quote Search/Filter**: determines whether the advanced search is available on the **Existing Quotes** page. For more information on how to define search fields that will be available to users, please refer to the [[adminhelp:quotesadministration:searchfields|Search Fields]] Help page. \\  - **Show prices**: determines whether users belonging to the user group are able to see prices in the catalog (all available views), detailed view, configurator and shopping cart. Please note that the visibility of prices in the shopping cart can be controlled through XSL transformation. \\ - **Allow Storing Of Incomplete Configurations**: determines whether users belonging to the user group are able to create a quote from an incomplete configuration. When the toggle switch is disabled, a message displays, notifying users from the group that the configuration is incomplete and needs to be complete before a quote can be created.+  - Enable or disable the displayed toggle switches: \\ - **Display tree navigation**: determines whether category tree is displayed in the catalog in classic design. \\ - **Show Fields in a Quote Search/Filter**: determines whether the advanced search is available on the **Existing Quotes** page. For more information on how to define search fields that will be available to users, please refer to the [[adminhelp:quotesadministration:searchfields|Search Fields]] Help page. \\  - **When creating a new quote, require customer to be selected first**: determines whether users will be redirected to fill out customer information first when creating a new quote. \\ - **Show prices**: determines whether users belonging to the user group are able to see prices in the catalog (all available views), detailed view, configurator and shopping cart. Please note that the visibility of prices in the shopping cart can be controlled through XSL transformation. \\ - **Allow Storing Of Incomplete Configurations**: determines whether users belonging to the user group are able to create a quote from an incomplete configuration. When the toggle switch is disabled, a message displays, notifying users from the group that the configuration is incomplete and needs to be complete before a quote can be created
 +  - From the **Default category view** drop-down list, select the view that will be used as the default view for categories in the **Catalog**. \\ The options are as follows: **Tabular**, **List** and **Custom**. 
 +  - In **Not visible views**, select the views that will not be available to users in the **Catalog** when they use CPQ's classic design
   - In **Legacy UI Design**, select an existing XSLT file or upload a new one for each visual style displayed. \\ More information is available in the **[[adminhelp:usersadministration:usergroups#legacy_ui_design|Legacy UI Design]]** section.   - In **Legacy UI Design**, select an existing XSLT file or upload a new one for each visual style displayed. \\ More information is available in the **[[adminhelp:usersadministration:usergroups#legacy_ui_design|Legacy UI Design]]** section.
-  - Click **Save**. \\ Alternatively, to save your changes and go back to the **User Types** page, click **Save and Go back**.+  - In **UI Design**, add a custom template. 
 +  - Click **Save**. \\ Alternatively, to save your changes and go back to the **User Types** page, click **Save Go Back**.
 <note> Selections made in **Start page** and **Start category** apply to users logging directly into CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).</note> <note> Selections made in **Start page** and **Start category** apply to users logging directly into CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).</note>
      
Line 57: Line 57:
  
 ====== Setting up a Landing Page ====== ====== Setting up a Landing Page ======
-The **Customer Required** checkbox has been removed from the pages for creating and editing user types with the **Setup** redesign. Howeverthe selection made in the old pages (prior to the 2018.2 release) has remained in the system and the system behaves accordingly (if the selection is made in the backgroundusers are redirected to the **Customer Info** tab first to fill out customer information before configuring products).\\ +To define where users land after they exit **Setup**, log into CPQ and land from CRMthese settings need to be managed: 
-<note>To achieve the same behavior as previously with the **Customer Required** checkbox, select the **New Quote - Customer Tab** page as the start page. Users will be directed to fill out customer data first, before configuring quotes.</note+  * **Start page** and **Start category** in **Users** > **User Types**. 
-If no start page is defined for a user type, the system considers the **Create empty quote when no start page is defined** parameter in **Application Parameters** > **Shopping Cart and Quotes**.\\  +  * **When creating a new quote, require customer to be selected first** - toggle switch in **Users** > **User Types**. In previous versions, this option was named **Customer Required** and it has keept the same behavior. 
-The parameter and the **Start page** field correlate as follows: +  * **Default (Pre-populate) with User Info** and **Default(Pre-populate) with User's Company Info** checkboxes in **Customers/Customer Roles** **Customer Role Defaults** for the **Bill To** customer role. When these options are enabled, the system prepopulates new quotes with the customer bill to information and the company information
-  * If the parameter is on and no start page is selected, a new quote will be created in the background. If **Customer Required** is on in the background, users will land on the **Customer Info** tab of an empty quote. Otherwise, if **Customer Required** is off, they will land on the **Quotation** tab of an empty quote+   
-  * Whether the parameter is on or off and a start page is defined, the system behavior depends on the selected page: \\ - If the start page is **Home Page (default)**, **Quote List**, **Catalog** or **Approvals**, the system does not take into account the value of the parameter. No empty quote will be created in the background. \\ - If the start page is **New Quote**, **New Quote – Customer Tab** and **Catalog – With empty quote**the system does not treat the parameter and a new quote is created by default.\\ +To determine the landing page for a user, the system first evaluates the start pageIf the start page is not definedusers land into **Catalog**, regardless of the value of other parameters. If the start page is **Catalog - With empty quote** and **New Quote**, the system also evaluates the value of **When creating a new quote, require customer to be selected first**, **Default (Pre-populate) with User Info** and **Default(Pre-populate) with User's Company Info**. If the selected start page is not in the quote context, the parameters are not treated and users land to the selected start page.\\ 
-Landing page improvements are backward compatible with CPQ versions prior to 2018.2. The settings previously adjusted are kept in the system so that users can continue with their work uninterruptedly.+<note>If **When creating a new quote, require customer to be selected first** is enabled and the parameters for prepopulating user and company info are on, users land into the **Catalog** and an empty quote is created in the background.</note>
  
 +====== New Project/Quotation Landing Page ======
 +After users click **New Project/Quotation**, the system evaluates three parameters for redirecting users to a specific page:
 +  * **When creating a new quote, require customer to be selected first**
 +  * **Create Empty Quote First** - application parameter in **General** > **Application Parameters** > **Shopping Cart and Quotes**. 
 +  * **Default (Pre-populate) with User Info** and **Default(Pre-populate) with User's Company Info** for the **Bill To** customer role.
 +If **When creating a new quote, require customer to be selected first** is on and the two options for prepopulating data on the **Customer Role Defaults** page are selected, users will land into **Catalog** with an empty quote in the background since the **Customer Info** tab has been prepopulated. If **When creating a new quote, require customer to be selected first** is disabled and **Create Empty Quote First** is **TRUE**, users will land on the **Quotation** tab of an empty quote.
 +<note>Whenever **When creating a new quote, require customer to be selected first** is enabled, regardless of other settings, a new quote is created in the system. The only scenario in which a new quote will not be created is if both **When creating a new quote, require customer to be selected first** and **Create Empty Quote First** are disabled.</note>
You are here: CallidusCloud CPQ Online HelpAdmin Page HelpUsers AdministrationUser Types