Save Template Using OmniScript
Use the pre-built OmniScript to save an existing Quote or Order as a reusable template from the CPQ Cart UI.
Required Editions
| Available in: Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions for CME Managed Package |
| User Permissions Needed | |
|---|---|
| Permission required for Omniscript: | CME Managed Package license |
- From the CPQ Cart for the Quote or Order, select the dropdown, and find and select Save as Template.
- Fill in the fields under the Omniscript Template Details on the CPQ_SaveAsTemplate_Multi-Language Omniscript page.
- Click Save Template to submit the template.
| Parameter | DAta Type | Description |
|---|---|---|
| Category | Text | The category for the template (For Example, Standard or Premium) |
| Description | Text | A detailed description of the template |
| Execute Asynchronously | Checkbox | Run the clone operation asynchronously. Default: unchecked (synchronous). |
| Execute Pricing | Checkbox | Execute pricing on the cloned cart After saving. Default: unchecked. |
| Execute Validation | Checkbox | Execute validation on the cloned cart after saving. Default: unchecked. |
Either of these outcomes is displayed:
If the action is a success:
- A green banner displays:Template Saved Successfully! Your template <name> has been created.
- Two buttons appear:
- View Template - Opens the created SalesConfigTemplate__c record.
- Back to Cart - Returns to the CPQ Cart UI.
If the action is a failure:
- A red banner displays: Template Save Failed. An error occurred while saving the template: Clone Operation failed.
- One button appears:
- Back to Cart - Returns to the CPQ Cart UI.
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