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Update the Transaction Type to Use Standard Configurator
If you enabled Advanced Configurator but need existing quotes to run with Standard Configurator instead, create a Standard Configurator transaction type and update quotes to use it. Existing quotes then run with Standard Configurator rules, while new quotes use the default TPT you specify.
- Create a Standard Configurator TPT.
- For a small number of quotes, manually edit each quote and set the Transaction Type to the Standard Configurator TPT you created.
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For large number of quotes:
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Export existing quotes to a .csv file using the following SOQL query:
SELECT Id, TransactionType FROM QuoteApply filters to narrow results to the quotes you want to update. - In the exported CSV file, replace the values in the TransactionType column with the DeveloperName of your Standard Configurator TPT.
- Use Workbench to bulk update Quote records with the CSV file. Use Async update if you’re working with large datasets.
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Export existing quotes to a .csv file using the following SOQL query:
Update Procedure Plan Definition
Ensure quotes use the Standard Configurator by adding criteria for the new transaction processing type in the procedure plan.
- From Setup, in the Quick Find box, find and select Procedure Plan Definitions.
- Open the procedure plan definition that you've configured for Insurance.
- Click Deactivate.
- In the Quote-level Procedure Plan Sections, locate the pricing procedure section.
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Add a new condition to use the correct pricing procedure.
resource operator output value Label Equals Standard Configurator In the condition, specify the DeveloperName of the Standard Configurator TPT. - Save and activate your procedure plan definition.
- Updated quotes continue to run with Standard Configurator rules.
- New quotes run with the default TPT set in Revenue Settings. If no default TPT is set, new quotes default to Advanced Configurator.
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