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Download page Configuring Field Set Settings.
Configuring Field Set Settings
- Go to Config Settings > Field Set Settings. A Config Field Set Edit page is displayed.
You can enter details in one or more of the following sections, based on your business requirement.
| Setting | Description |
|---|---|
| Name | Select a Field Set from the drop-down list. The available Field Sets are as follows:
|
| FieldName | Select a field that you want to add to a Field Set. For example, you may want to add Record ID, Created Date to the Collab Create Fields. These fields are populated in the drop-down lists from the corresponding objects. For example, Asset Line Item object for the asset field set. Click + symbol to add a field and - symbol to remove a field from the field set. Click Up and Down arrows in front of each field to set a sequence in which fields to be displayed in the field set list. Click Save to set your configuration. |
Each field set is meant for a specific business scenario.
| Field Set | Scenario |
|---|---|
| Collab Create Fields | In a multi-tier collaboration scenario, specify the additional fields whose value you want to copy over from parent line item to child line item when creating a collaboration request. For more information, see About Quote Lifecycle Collaboration. |
| Collab Merge Fields | In a multi-tier collaboration scenario, specify the additional fields whose value you want to copy over from child line item to parent line item when merging a collaboration request. For more information, see About Quote Lifecycle Collaboration. |
| Line Item Fields to Revalidate Invalid Price List Items | When you select the Price List Item field for the Line Item Fields to Revalidate Product Structures set, then you can have a validation based on the price list item. For more information, see About Quote Lifecycle Collaboration. |
| Line Item Fields to Revalidate Product Structures | When you select the Price List Item field for the Line Item Fields to Revalidate Product Structures set, then you can have a validation based on the price list item. For more information, see Revalidating the Product Configuration. |
| Related Line Item Fields | Select the fields that you want to display on the Related Line Items pop-up. This pop-up is displayed when the user hovers the mouse on a service name (bundle or option), clicks the more icon ( For example, when you select the Weightage Type field for the Related Line Item Fields set, then you can define the Percentage and Amount values for the Related Asset Line Items pop-up. The Related Asset Line Items are associated with a Service Product. For more information on the Service CPQ, see Managing Services. |
Asset Line Fields For Selected Assets | Select the fields from Asset Line Item object that you want to display on the Selected Assets or Manage <Service_Option_Name> pop-up. You can display a maximum of 10 fields in the pop-up. This pop-up is displayed when the user clicks the Selected Assets link on the Service Catalog or when the user selects a service option and clicks the 
The asset name is displayed next the checkbox on the Manage <Service_Option_Name> pop-up by default. You need not add the Asset Name field in the Asset Line Fields For Selected Assets setting. For example, when you select the Location field for the Asset Line Fields for Selected Assets setting, then the user can view the location at which the product was sold to the customer. For more information on the Service CPQ, see Managing Services. |
View Cart Total Custom Fields | When you select the View Cart Total Custom Fields, then this setting helps you for the addition of more custom fields that were to be added in View Cart Total Custom Fields 2 under system properties. Enter the list of additional custom fields from the line item object displayed in the custom view cart page. Each field API name should be separated by a new line or a comma. For more information, see Configuring System Properties. |
