Customize Additional Quote Cloning Options in Enterprise Sales Management (Managed Package)

The b2bSampleApp card shows changes that you make to your Enterprise Sales Management UI by modifying LWCs (Lightning Web components). In the b2bSampleApp card, the Layout Session Variables section contains the session variables used for passing input to the LWCs for fetching data or for table column configuration.

All sObject and field names are shown with namespace.

JSON Node	Description
defaultObjectsToClone	The list of sObjects that are cloned by default, with or without additional quote cloning options selected.
cloningOptions	The additional quote cloning options that appear in the UI. customLabelName stores the UI label of the quote cloning option. objectsToClone stores the related objects to clone if the user selects a particular quote cloning option. When cloning an object, all its associated records are cloned. For example, an out-of-the-box option is to clone quote members and quote groups. The custom label “Clone members and groups” conveys this information to the user. When a user selects this option, the QuoteGroup and QuoteMember objects are cloned.
objectDetailsInSortedOrder	A JSON list that contains the required object details in a sorted order. If the fields of sObject A depend on the fields of sObject B, clone sObject B records first, followed by sObject A records. For example, if the JSON list contains Quote sObject details, followed by QuoteGroup sObject details, then Quote records are cloned first. objectName stores the name of the object to clone. className stores the name of the clone implementation. filterFieldName stores the field of the sObject that determines which records are cloned. Only those sObject records whose specified filter field values match any already cloned filterOnObject record IDs are cloned. For example, if QuoteId is the filter field for QuoteMember, with Quote as the filterOnObject, all quote members whose QuoteId field values match any Quote record IDs are cloned. filterOnObject stores the sObject whose record IDs are used to perform the filter operation. dependentFields stores the fields that need to be dissociated from the source quote and reassociated with the new quote clone.

{"defaultObjectsToClone":[{"name":"Quote"},{"name":"QuoteLineItem"}],"cloningOptions":[{"customLabelName":"CMEXQuoteCloneMemberAndGroup","isSelected":true,"objectsToClone":[{"name":"vlocity_srndev__QuoteGroup__c"},{"name":"vlocity_srndev__QuoteMember__c"}]},{"customLabelName":"CMEXQuoteCloneProductRelationship","isSelected":true,"objectsToClone":[{"name":"vlocity_srndev__QuoteLineItemRelationship__c"}]},{"customLabelName":"CMEXQuoteClonePricing","isSelected":true,"objectsToClone":[{"name":"vlocity_srndev__QuoteDiscount__c"},{"name":"vlocity_srndev__QuoteDiscountPricing__c"},{"name":"vlocity_srndev__QuoteDiscountItem__c"},{"name":"vlocity_srndev__QuoteAppliedPromotion__c"},{"name":"vlocity_srndev__QuotePricingAdjustment__c"},{"name":"vlocity_srndev__QuoteLineItemPricingAdjustment__c"},{"name":"vlocity_srndev__QuoteAppliedPromotionItem__c"}]}],"objectDetailsInSortedOrder":[{"objectName":"Quote","className":"B2BCmexCloneImpl","filterFieldName":"Id","filterOnObject":"Quote","dependentFields":["Name"]},{"objectName":"vlocity_srndev__QuoteGroup__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c"]},{"objectName":"vlocity_srndev__QuoteMember__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c","vlocity_srndev__QuoteGroupId__c"]},{"objectName":"QuoteLineItem","className":"B2BCmexQuoteLineItemCloneImpl","filterFieldName":"QuoteId","filterOnObject":"Quote","dependentFields":["QuoteId","vlocity_srndev__QuoteGroupId__c","vlocity_srndev__QuoteMemberId__c"],"orderBy":"vlocity_srndev__LineNumber__c"},{"objectName":"vlocity_srndev__QuoteLineItemRelationship__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c","vlocity_srndev__QuoteLineItemId__c","vlocity_srndev__RelatedQuoteLineItemId__c","vlocity_srndev__RelatedAssetReferenceId__c"]},{"objectName":"vlocity_srndev__QuoteDiscount__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c"]},{"objectName":"vlocity_srndev__QuoteDiscountPricing__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteDiscountId__c","filterOnObject":"vlocity_srndev__QuoteDiscount__c","dependentFields":["vlocity_srndev__QuoteDiscountId__c"]},{"objectName":"vlocity_srndev__QuoteDiscountItem__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteDiscountId__c","filterOnObject":"vlocity_srndev__QuoteDiscount__c","dependentFields":["vlocity_srndev__QuoteDiscountId__c"]},{"objectName":"vlocity_srndev__QuoteAppliedPromotion__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c","vlocity_srndev__QuoteDiscountId__c","vlocity_srndev__QuoteLineItemId__c"]},{"objectName":"vlocity_srndev__QuotePricingAdjustment__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteId__c","filterOnObject":"Quote","dependentFields":["vlocity_srndev__QuoteId__c","vlocity_srndev__QuoteItemId__c","vlocity_srndev__QuoteAppliedPromotionId__c"]},{"objectName":"vlocity_srndev__QuoteAppliedPromotionItem__c","className":"B2BCmexCloneImpl","filterFieldName":"vlocity_srndev__QuoteAppliedPromotionId__c","filterOnObject":"vlocity_srndev__QuoteAppliedPromotion__c","dependentFields":["vlocity_srndev__QuoteAppliedPromotionId__c","vlocity_srndev__QuoteLineItemId__c"]}]}

JSON Node	Description
defaultObjectsToClone	The list of sObjects that are cloned by default, with or without additional quote cloning options selected.
cloningOptions	The additional quote cloning options that appear in the UI. customLabelName stores the UI label of the quote cloning option. objectsToClone stores the related objects to clone if the user selects a particular quote cloning option. When cloning an object, all its associated records are cloned. For example, an out-of-the-box option is to clone quote members and quote groups. The custom label "Clone members and groups" conveys this information to the user. When a user selects this option, the QuoteGroup and QuoteMember objects are cloned.
objectDetailsInSortedOrder	A JSON list that contains the required object details in a sorted order. If the fields of sObject A depend on the fields of sObject B, clone sObject B records first, followed by sObject A records. For example, if the JSON list contains Quote sObject details, followed by QuoteGroup sObject details, then Quote records are cloned first. objectName stores the name of the object to clone. className stores the name of the clone implementation. filterFieldName stores the field of the sObject that determines which records are cloned. Only those sObject records whose specified filter field values match any already cloned filterOnObject record IDs are cloned. For example, if QuoteId is the filter field for QuoteMember, with Quote as the filterOnObject, all quote members whose QuoteId field values match any Quote record IDs are cloned. filterOnObject stores the sObject whose record IDs are used to perform the filter operation. dependentFields stores the fields that need to be dissociated from the source quote and reassociated with the new quote clone.