Guided Workflow Considerations and Limits

Considerations

• You can only edit the usage-related records until they’re in the draft state.
• You can add up to 3 mandatory custom fields in the workflow interface. The workflow interface only shows the required custom fields. Optional custom fields are hidden. Supported data types for custom fields include Text, Text Area, Number, Checkbox, Date, Percent, Currency, and Picklist. However, the Product Usage Resource object doesn’t support custom fields.
• For product usage resource and product usage grant records, the time for the effective start date defaults to 12:00 AM and the effective end date defaults to 11:59 PM, in your locale.
• If you have a custom page layout or custom record page, add the Configure Usage Properties action manually. See Customize Page Layouts and Create and Add Actions in Lightning App Builder.
• For ease of setup, Usage Management creates these policies with the names listed in the table. If you already have existing policies with the same configuration, the workflow doesn’t create new policies and uses the existing policies.

  Policy Type	Policy Name	Configuration
  Usage Aggregation Policy	Aggregate Usage Monthly by Sum	Usage Accumulation Method—Sum Usage Accumulation Period—Monthly Status—Active
  Usage Grant Refresh Policy	Renew Grants Monthly	Renewal Frequency—1 Renewal Frequency Unit—Month
  Usage Grant Rollover Policy	Rollover Grants without Expiry	Rollover Allowed—selected Allow Rollover Expiry—unselected Maximum Rollover count—Empty
  Usage Overage Policy	Overage Chargeable	Chargeable—Yes
  Usage Commitment Policy	Lowest Commitment Fulfilled Rate	Commitment Fulfilled Rate—Lowest commitment
  Rating Frequency Policy	Rate Usage Monthly	Rating Period—Monthly Rating Delay Duration—Empty Rating Delay Duration Unit—Empty