Configuring Custom Settings for Different Flows
You can create different data set of Config System Properties and Installed Product Settings for different flows in the org. When you create such a data set, the definition of these properties in the data set is only valid in the Quotes configured using that flow. You must create the data set with the same name as the flow.
- Split Cart Threshold
- Split Cart Criteria Fields
- CSS Override
- Service Line Split Criteria
- Constraint Rule Execution Mode
- Pricing Execution Mode
- Custom Pre Pricing Fields
- Base Price Defaulting Method For Renewal
- Hide Asset Actions
- Check Many Options
- Cart Line Items Retrieve Chunk Size
Creating a new data set for Config System Properties
- Go to
- Click Manage next to Config System Property.
- Click New.
- In the Name field, enter the name of the flow for which you want to create the data set.
- Configure the settings according to your needs. For information on the settings, refer to the topic Configuring Custom Settings.
- Click Save.
Configure Installed Product Settings for a different flow. For more information refer to Defining Allowed Actions for Assets.
About Custom Setting Order of Precedence
There are different 3 ways you can define a custom setting, from default custom setting dataset, flow-based custom setting dataset, and URL parameters of the Configure Products button. There is an order of precedence based on where the custom settings are defined that CPQ follows while executing them. The order of precedence of custom settings execution is described below.
- Settings defined in the default custom settings dataset are executed in absence of flow-based dataset or URL parameters. They are also executed if an invalid definition of the setting is configured in flow-based dataset or URL parameters.
- Settings defined in the flow-based custom setting dataset overrides the settings in the default custom settings dataset. These are executed in the flow they are defined for.
- Settings defined in the URL parameters in the Configure Products button override both default and flow-based custom settings dataset.
