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Custom Table Administration - Output Parameters: 37 Hits
*^**Required**^**Comments**^ |Result| | |Y| | |Status|String(10)|OK if passed values are verified and s... ?xml version="1.0" encoding="utf-8"?> <Result> <Status>OK</Status> <Message>Table Created</Message> </... ?xml version="1.0" encoding="utf-8"?> <Result> <Status>NOK</Status> <Message>Creation failed</Message>... ?xml version="1.0" encoding="utf-8"?> <Result> <Status>OK</Status> <Message>Search succeded</Message>
Statuses: 26 Hits
provides information about an order or quotation status to users. \\ Examples of common statuses are Open, Order Placed and Shipped. \\ Additional Status Definitions can be added. For quotation tracking... Figure A - Statuses// ;#; \\ Figure A shows the Status Definition Screen. From here, new order status te... ing ones edited. Select **Add New** to add a new status or click the {{:workflowapprovals:editstatusicon.
CPQ and DocuSign Integration: 23 Hits
hecked (i.e. Enabled) * Certificate Enforcement Status- Checked (i.e. Don't Enforce In Session Certifica... ollows, but CPQ admins are free to pick their own status names: \\ * **DocuSign Accepted** * **DocuSig... **Generate Document E-Sign ** * **Change E-Sign Status** * **DocuSign Accepted** * **DocuSign Reject... Note that this action should not change the quote status. In order to make this action visible in quote la
Workflow Actions: 22 Hits
the actions that will change the **quote/order** status. For example, a desired behavior may be to change quote status from Open to Order Placed if a user clicks on the Place Order button. There are three ... ng square specifies which actions will change the status listed all the way on the left side to the status listed all the way on the top. For example, if a user clicks on Place Order while the quote is Ope
Renewal Management: 21 Hits
e set in workflow as a post action for some quote status (e.g. //Quote Won// status), that will trigger au... fferent statuses, but only assets that are in the status “Purchased” can be renewed. \\ \\ In the next sec... rmissions. Action could be attached to the quote status, and once the quote reaches the desired status (e... ggered, the existing asset is updated. It changes status from //Purchased// to //Pending//. In the contrar
CPQ and AdobeSign® Integration: 18 Hits
nt to the representative for E-signing, the quote status is changed to "Waiting for E-Signing". As soon as the document is signed, the quote status moves to "E-sign Accepted". On the other hand, if the sig... gn the document, it is moved to "E-sign declined" status. If the document is revoked, before it has been signed, the quote status changes to "E-sign rejected". ===== Integration actions ===== Transition
Editing: 16 Hits
ion groups that will be able to edit them and the status of the quotes in which the fields will be editabl... oup, quote statuses display in the **Select Quote Status** column. Similarly, once a status is selected, f... efine field editability for each permission group/status separately. Clicking **Default Settings** in a re... ds that are editable for a permission group/quote status pair to be editable for another permission group/
Approval Process Administration: 12 Hits
\\ There, we set up the following actions: From status **open to status open**, check the action „Approv... rkflowapp.jpg }} ;#;//Figure F - Workflow Actions Status Administration//;#; \\ and add a condition to i... ct that "Submit for Approval" should change quote status, so we will place it to flow from "Open" to "Wait... al**": \\ "**Approvals**" action doesn't change status, so we will put it to flow from "Pending Approval
Result XML Examples: 12 Hits
?xml version="1.0" encoding="utf-8"?> <Result> <Status>OK</Status> <Message>New Quote Created</Message... ?xml version="1.0" encoding="utf-8"?> <Result> <Status>NOK</Status> <Message>Quote is not created</Mes... ?xml version="1.0" encoding="utf-8"?> <Result> <Status>NOK</Status> <Message>Quote is not created</Mes... xml version="1.0" encoding="utf-8" ?> <Result> <Status>NOK</Status> <Message>Quote is not created</Mes
Cart and Item Actions: 11 Hits
ilability of these actions depends of the current Status of action. For instance, if the quote has been submitted for approval and the current status is Waiting for Approval, only limited number of actions ... . These actions are also dependent on the current Status. These actions allow user to Copy, Delete, Edit, ... copied. Copy action would create a new quote with status “Open” but no other action can be performed on th
Provider Settings: 11 Hits
* **Item Delivery Method** * **Item Delivery Status** * **Monthly Fee Amount** * **Sub Total Amou... ** * **TotalChannelGrossMarginPercent** ====== Status Mappings ====== In **Status Mappings**, administr... er an action is executed. It is possible to map a status in one application to a status in the other appli... ation. The statuses will change when the **Change status in CLM** and **Change status from CLM** actions g
Bulk User Import/Export: 11 Hits
f import/export jobs** - shows the type, progress status, requester's name and the date for each export/im... s automatically recorded in the list of jobs. The status of the import shows **Queued** until **Finished(D... o you when the import is finished. * Once the **Status** column indicates **Finished(Download)**, the im... open the file on your computer. * Check the **Status** column in the **Users** sheet. * If a row is
Customer Field Permissions: 11 Hits
r. Permissions can be defined based on an order’s status and the user group the current user is in. The f... at permission for every user group in every order status. \\ To define specific permissions based on **user group** and **order status**, click {{Wiki::customerfieldpermissionsb2.png}} or {{Wiki::customerf... the matrix. * **All User Groups for One Order Status** - User can set all the user groups for one orde
Typical Business Scenario: 10 Hits
ent to CLM, the user executes the action **Change Status in CLM** to align the lifecycle of the quote and ... view in CLM and changes statuses accordingly, the status of the quote in CPQ does not change. When the contract reaches the status that was mapped in **Status Mappings** in CPQ, the action **Change Status from CLM** is triggered and the status of the quote changes accordingly. The user in CPQ gets a notif
Products 2.0: 4 Hits
GI Tags: 4 Hits
GI Tags: 4 Hits
Currencies: 4 Hits
User Import: 3 Hits
Enablement: 2 Hits
Users: 1 Hits
Setup Home: 1 Hits
Define Table: 1 Hits
Scripting: 1 Hits
Integrations: 1 Hits
Using CPQ: 1 Hits
Reports: 1 Hits
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