Configuring Custom Button to Access Configuration Page Directly
You can define a formula action to configure products and service bundles directly from any page in the org without having to navigate through the Catalog or Cart page. The custom button allows the Sales rep to configure products or service bundles from any other page in the org by opening the Configuration or Service Configuration pages directly. The Sales rep can configure attributes, options, sub-bundles, and related line items on the configuration pages. For example, you can add the custom button on the Quote Detail page or the Line Item Detail page.
For Service CPQ flow, service products and related line items must already be configured before using this feature. You cannot add a new service bundle to the cart using this feature.
You can define the custom button to either add a new product to the cart or edit an existing product or service in the product configuration which is saved or finalized. For service bundles, you can only configure existing service bundles. The formula for the custom button is different based on the functionality you want to define.
You must modify URL structures to either add a new product to the cart or edit an existing product in the product configuration.
You must use the following structures of URL to navigate directly to the Configuration page. Select the URL structure based on how you are configuring the custom setting. You can configure Custom Settings differently for different flows or you can configure common custom settings for all flows. For more information on flow-based settings, see Configuring Custom Settings for Different Flows.
Conga recommends using the URL structure for flow-based custom settings for all buttons for direct access, regardless of the type of custom setting configuration.
Task | Custom Setting Configuration Type | URL |
|---|---|---|
Add a new product | Common | <instanceURL>/apex/Apttus_Config2__Cart#!/flows/<flow name>/businessObjects/<businessObjectsId>/products/<productId>/configure |
Flow-based | <instanceURL>/apex/Cart?flow=<flow name>#!/businessObjects/<businessObjectsId>/products/<productId>/configure | |
Edit an existing product or service bundle in the quote | Common | <instanceURL>/apex/Apttus_Config2__Cart#!/flows/<flow name>/businessObjects/<businessObjectsId>/lines/<primaryLineNumbers>/configure |
Flow-based | <instanceURL>/apex/Cart?flow=<flow name>#!/businessObjects/<businessObjectsId>/lines/ <primaryLineNumbers>/ |
To modify the URL you must gather the following values.
Value | Description |
|---|---|
Instance URL | You can find the Instance URL from the URL of any page in your org. For example, https://cpq--test.my.salesforce.com/apex/Cart#!/flows/CartGrid/businessObjects/a0Y7A000001kWce/products/01t3C000002Rao3/configure |
Flow name | The name of the flow using which you want to configure your product. For example, https://cpq--test.my.salesforce.com/apex/Cart#!/flows/CartGrid/businessObjects/a0Y7A000001kWce/products/01t3C000002Rao3/configure Note: Smart Cart flows and Partner Portal are not supported. |
Business Object ID | The ID of your quote/proposal, order, or agreement which you can find in the URL of the Quote Detail page. For example, https://cpq--test.my.salesforce.com/apex/Cart#!/flows/CartGrid/businessObjects/a0Y7A000001kWce/products/01t3C000002Rao3/configure |
Product ID | The ID of the product which can find in the URL of the Product Detail page. You need the ID of the product to add a new product to the cart. For example, https://cpq--test.my.salesforce.com/apex/Cart#!/flows/CartGrid/businessObjects/a0Y7A000001kWce/products/01t3C000002Rao3/configure Note: In the following scenarios, the Sales rep is directed to the Catalog page instead of the Configuration page and CPQ displays anerror message:
|
Primary Line Numer | The Primary Line Number of a product is generated on the line item after the product is added to the cart. You can find the Primary Line Number of the product on the Line Item Detail page. You need the Primary Line Number of the product to edit an existing product in the configuration. For example, https://cpq--test.my.salesforce.com/apex/Cart#!/flows/CartGrid/businessObjects/a0Y7A000001kWce/lines/1/configure |
The following use cases describe how to define both the functionalities. The custom button on the Quote Detail page allows the Sales rep to add a new product or service each time the button is clicked. However, the custom button on the Line Item Detail page allows the Sales rep to update and modify the existing product or service.
Custom Button on Quote Detail Page to Add a New Product
On the Quote Detail page, the Sales rep must provide the URL of the product in a custom text field to open the Configuration page for that product. When the Sales rep clicks the custom button on the Quote Detail page, the product corresponding to the URL provided in the custom text field is added to the cart and the Configuration page of that product is displayed. If the Sales rep clicks the button multiple times, the same product is added to the cart again. You must create a custom text field on the Quote/Proposal object where the Sales rep can enter the product URL.
Pre-requisite
Create a custom text field in the Quote/Proposal object.
To create a custom button on Quote Detail page
Custom Button on Line Item Detail page to Edit an Existing Product or Service Bundle
You can add the custom button on the Line Item Detail page to allow the Sales rep to update or modify the existing product configuration of a product or a service bunble. The formula for the custom buttons refers to the Primary Line Number that is generated by CPQ upon adding a product to the cart, to open the Configuration page for the specific product or service bundle.
