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            Considerations for Custom Action Conditions

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            Considerations for Custom Action Conditions

            When you add conditions to your custom actions, consider these key guidelines. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’14 and later

            The Target Object field defines which fields are available to use in the conditions. Depending on where the custom action appears, you can choose either Product or Quote.

            Target Object Use
            Quote
            • Conditions can evaluate quote fields for custom actions that appear in the quote line editor or configurator. A quote-scoped condition evaluates fields only on the quote record. It doesn't evaluate the quote's lines, regardless of whether the custom action appears on the quote, quote lines, or a quote line group.
            • When Salesforce CPQ evaluates quote fields for a quote line custom action, the action is either shown or not shown on all the quote lines. Custom actions can't be conditionally shown or hidden on specific lines.
            Product
            • Conditions can evaluate product fields only if your custom action appears in the configurator.
            • A product-scoped condition evaluates fields only on the product record. It doesn't evaluate the product option record for that product. The custom action must target a product field that's within the bundle being configured.

            After choosing the target object, use the field, operator, and filter value to define the logical statement that the condition evaluates. For example, your condition could evaluate whether the quote's total price is greater than $500,000, or whether a product contains "LAPTOP" in its product code.

            After you create conditions, use the parent custom action’s Conditions Met field to specify whether the action must meet any or all of its conditions.

            Important
            Important Use conditions only with custom actions that appear in the quote line editor or configurator. They don't work for custom actions that appear on other pages.
            Example
            Example Your company sells desktop workstations. Customers can also purchase a liquid CPU cooler, which is provided by a partner. When configuring a bundle that includes a CPU cooler, you want the sales reps to see a custom action that opens a page about the CPU cooler’s technical details.
            • Create a custom action that appears in the configurator and opens a page in a new window. Because we're only introducing one condition, we can leave the Conditions Met field to All.
              • Set the Type to Button.
              • Set the URL Target to Popup.
              • Set the Page to Product Configurator.
              • Set the Location to Configurator.
              • Set the Action to Launch External.
              • Add a label that describes your custom action, such as Cooler Specifications.
              • Add your URL.

                The Cooler Name custom action

            • Create your condition. Because all your company's coolers contain "CPQ_COOLER" in their product codes, your condition must filter by that value.
              • Set the Field to Product Code.
              • Set the Filter Value to CPU_COOLER.
              • Set the Operator to Contains.
              • Set the Target Object to Product.
            First, create a custom action that opens a page in a new window. Replace [enter URL here] here with your desired URL. Because we only have one condition, we can leave the Conditions Met field to All.

            Next, create your condition. Because all your company’s coolers contain "CPQ_COOLER" in their product codes, your condition must filter by that value.

            Conditions for the Cooler Name Custom Action

             
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