Deploying Quote Tables

To add quote tables to the deployment package and deploy them, follow the steps below.

  1. Create a deployment package as explained on the Deployment Packages page: select Quote Tables in Package Component and click Add.
    A new page displays.
  2. In Name, define a name for the package component.
  3. (Optional) In Description, enter a description for the package component.
  4. In Table selection, select the quote tables you want to add to the package.
    1. All Quote Tables: all available quote tables are added to the package and sent to the destination environment.
    2. Selected Quote Tables: only the quote tables you select are added to the package and sent to the destination environment.
      To move available quote tables to Selected Quote Tables, use the right arrow.
      Alternatively, to remove quote tables from Selected Quote Tables, use the left arrow.
  5. In Sending Checklist, select the checkboxes for Actions, Validations or Permissions if you want to include them in the package.
    If you decide to deploy only one element (for example, Actions) of a quote table that does not exist on the destination environment, the system will first create the table in the destination environment and then create the action.
  6. Click Add to Package.
    The package component displays in the Deployment Package Component section on the Deployment Packages tab.
  7. Click Save.
    The package containing quote tables as a package component displays in the grid on the Deployment Packages tab.
  8. Deploy the package as explained on the Deployment Packages page.

Quote tables flagged as personally identifiable information and/or sensitive information retain these flags after the deployment process.

Data Sent to the Destination Environment

When deploying quote tables, the following data is sent to the destination environment:

  • quote tables
  • attributes

When you deploy a quote table that is in a quote tab that only exists on the source environment, that quote tab is automatically created on the target environment and can be found under General > Tabs in Setup. However, since custom quote tabs are not sent to the target environment, you must manually activate it by adding it as a new tab in Quotes > Custom Quote Tabs.

More information
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