Controlling Visibility of Next Steps Buttons
Clone the variant 'action-panel-config_rule1'.
On the Quote header, in the Next Steps button various actions are launched. For example Generate, Send for Review, Clone Quote, Approve Quote etc. You can control these OOTB by adding a logical expression in the variant, 'action-panel-config_rule1' using CX Studio.
Following is an example of logical expression to show Create Contract Button. In the following expression, if the Approval Stage is Accepted and Approval Status is Approved, then the Create Contract Button is displayed.
If the logical expression is modified as
"logicalExpression": "(1 OR 2)", then the Create Contract Button is displayed if one of the conditions is satisfied. "id": "hide create contract buttons",
"name": "Hide Create Contract Buttons",
"description": "Hide Create Contract Buttons",
"condition": {
"criteria": [
{
"componentId": "ApprovalStage",
"componentProperty": "value",
"validation": {
"logicalOperator": "=",
"comparisonValue": "Accepted",
"condition": "ValueMatchesStaticCondition"
},
"visible": true,
"criteriaFieldSchemaName": "ApprovalStage",
"type": "Field"
},
{
"componentId": "ApprovalStatus",
"componentProperty": "value",
"validation": {
"logicalOperator": "=",
"comparisonValue": "Approved",
"condition": "ValueMatchesStaticCondition"
},
"visible": true,
"criteriaFieldSchemaName": "ApprovalStatus",
"type": "Field"
}
],
"logicalExpression": "(1 AND 2)"You can add multiple logical expressions as required on the existing metadata.
