Considerations for Linking to Custom Fields from Custom Actions

When you link to a field through a custom action, consider these key guidelines.

• Custom actions can link to quote, quote line, or quote line group fields.
• When a sales rep clicks the custom action, the action occurs only if the URL field is visible in the quote line editor. Exceptions are quote, quote line, and quote line group ID fields, which are always available. For example, if a URL targets {!SBQQ__Quote__r.SBQQ__MyCustomField__c}, you must also have My Custom Action in your quote’s Line Editor field set. Otherwise, Salesforce CPQ considers My Custom Action undefined, and your custom action doesn’t occur.
• If a field inherits a value from a related object, you can reference that field as it appears on the related object. For example:
  • To reference the ID of the quote line group associated with a quote line, use {!SBQQ__Group__r.Id} or {!SBQQ__Group__c.Id}.
  • To reference the ID of the quote associated with a quote line group, use {!SBQQ__Quote__r.Id} or {!SBQQ__Quote__c.Id}.