Dynamically displays quote fields on the quote line editor based on the type of user or quote or profile

 

Issue :

1. Previously in Quote Line Editor, we can't control the fields of the Quote. Fields remain the same for all the users and all the profiles. What if you want to have different fields for Partner and Internal Users

Solution :

1. In the Winter '21release, CPQ has introduced a special field called "HeaderFieldSetName". You can create a field on the quote object to dynamically display specific quote field in the quote line editor. You can choose to control the quote fieldset that is displayed by using a formula field or you can allow users to make their own selection by using a picklist field.
2. Please note this field needs to be created in the org, it doesn't come from the CPQ package by default.

Step 1 :

1. Create the fieldsets on the Quote say for example "Partner" and "InternalUser" & add fields to the fieldsets.

Step 2 :

1.  Navigate to the Quote Object.
2.  Create a New Picklist Field or Formula field on the Quote object.
3.  Set Field Name to HeaderFieldSetName.
4.  Add the picklist values as(fieldset name created in Step 1)
1. Partner
2. InternalUser

Step 3 :

1. Go to the Quote object 
2. Edit the Line Editor Field Set and include the new field("HeaderFieldSetName")
3.  Include the HeaderFieldSetName field on all fieldsets which are created in step 1
4.  Click Quick Save. 

Step 4 :

1. Go to any Quote and open the Quote Line Editor.
2. Change the HeaderFieldSetName field on the Quote and do Quick Save

Prerequisite :

1. You need to install, Winter '21 i.e 228 or above. Please note this is a prerelease feature of CPQ.