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Dynamically change Salesforce CPQ Quote Line Editor Column Headers

Дата публикации: Feb 27, 2025
Описание
When Using the Quote Line Editor in Salesforce CPQ, the Quote Line object’s Line Editor Field Set controls what columns are shown in the Quote Line Editor. While you can Add Fields to the Quote Line Editor Field Set to change what fields are displayed, you can also use the Salesforce CPQ Special Field, EditLinesFieldSetName, to create a field on the Quote object to dynamically display different Quote Line Field Sets (or column headers) in the Quote Line Editor. You can choose to control the Field Set that is displayed by using a formula field or you can allow users to make their own selection by using a picklist field.
Решение

Allow the user to change the Field Set while in the Edit Lines page

  1.  Navigate to the Quote Line Object.
  2.  Create new Field Sets as necessary.
  3.  Navigate to the Quote Object.
  4.  Create a New Picklist Field.
  5.  Set a Field Label.
  6.  Set Field Name to EditLinesFieldSetName.
  7.  Input picklist values, these must be the API names of the Field Sets you created on the Quote Line Object
    1. Note: Field Set API Names do not contain  "__c".
  8.  Return to the Quote Object.
  9.  Edit the Line Editor Field Set and include the new field.
  10. In the Line Editor of a Quote containing Quote Lines, select a value from the picklist.
  11. Click Quick Save. Notice the Field Set has changed.
      
NOTE: "Quick Save" must be clicked in order for the user to see the change of the Quote Line column headers. In addition, setting the picklist value back to "--None--" and clicking "Quick Save" will return the UI to the "Line Editor" Field Set.
 

Control the Field Set using a Formula field

  1. Navigate to the Quote Line Object.
  2. Create new Field Sets as necessary.
  3. Navigate to the Quote Object.
  4. Create a new Formula Field.
  5. Set Field Label.
  6. Set Field Name: EditLinesFieldSetName (API Name: EditLinesFieldSetName__c).
  7. Set Formula Return Type to Text.

In the body of the formula, simply return the API names (Remember: Field Set API Names do not contain  "__c") of the custom Field Sets created in Step 2, in accordance with implementation requirements.   

NOTE: When EditLinesFieldSetName returns an invalid field set, the Quote Line Editor will still load but it will only display with the following columns: number, custom actions, and drawer carrot.
Номер статьи базы знаний

000383937

 
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Salesforce Help | Article