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Manage Your Quotes with CPQ
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            Add Fields to the Quote Line Editor Field Set

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            Add Fields to the Quote Line Editor Field Set

            Add fields to the quote’s line editor field set so that the fields appear at the top of the quote line editor. Your sales reps can edit those fields and save or calculate the quote to apply the fields across quote lines. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            User Permissions Needed
            To update the Quote Line Editor field set: Customize Application
            1. From Setup, in the Quick Find box, enter Objects, and then select Objects.
            2. Select Quote Line.
            3. From the Field Sets related list, select Line Editor, and then click Edit.
            4. Add or remove fields from the field set.
              If the field is a lookup field with a lookup filter, you must add the fields referenced by the lookup filter to the quote line editor. Use one of these methods:
              • Add the fields referenced by the lookup filter to the Line Editor field set.
              • Create a custom field set called ReferencedFields, and add the fields referenced by the lookup filter to the ReferencedFields field set.
              Include any fields referenced by the lookup filter in the field set. If you’re using the Enable Product Hierarchy setting or the Enable Expand Collapse setting, you must include Product Name in the field set.
              Fields in Quote / Quote Line Group / Quote Line Field Sets with the Required attribute do not require values in the line editor. A Validation Rule that tests if Fields are null will return an error on a Save operation.
            5. Change the field set on the Edit Lines page:
              1. From Setup, in the Quick Find box, enter Objects, and then select Object Manager.
              2. Select Quote Line.
              3. Select the quote line object.
              4. Select Field Sets.
              5. Select New, enter the field set details, and drag fields to the field set list as needed.
            6. Create a picklist on the Quote object.
              1. In Object Manager, select the Quote Object.
              2. Select Fields & Relationships, click New, and select Picklist to create a picklist field.
              3. Click Next, and enter a label for the field.
              4. Select Enter values, with each value separated by a new line.
              5. Enter the picklist values.
                These values must be the API names of the field sets that you created on the Quote Line Object (Remember: Field Set API Names don’t contain "__c").
              6. Enter EditLinesFieldSetName as the field name, and then click Next.
              7. Select the field-level security checkboxes as needed. Click Next.
              8. Add the new field to page layouts and save your changes.
              9. Return to the Quote object.
              10. Edit the Line Editor field set and include the new field.
              11. In the Line Editor of a quote containing quote lines, select a value from the picklist.
              12. To see the changed Quote Line column headers, you must click Quick Save.
                Quick Save must be clicked in order for you to see the changed Quote Line column headers. Moreover, if you set the picklist value back to None and click Quick Save takes you back to the Line Editor Field Set.
            7. Control the field set by using a formula field:
              1. From Setup, in the Quick Find box, enter Objects, and then select Object Manager.
              2. Select Quote.
              3. On the Quote object, create a formula field.
              4. Enter a label for the field.
              5. Enter EditLinesFieldSetName (API Name: EditLinesFieldSetName__c) as the field name.
              6. In Formula Return Type, enter Text.
              7. In the formula body, enter the API names (Remember: Field Set API Names don’t contain "__c") of the custom field sets that you created, in accordance with implementation requirements.
                When EditLinesFieldSetName returns an invalid field set, the Quote Line Editor loads, but shows only the Number, Custom Actions, and Drawer Carrot columns.
             
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