This feature allows you to open your Product Configuration in read-only mode. In read-only mode you are only able to see the line items in the cart, you cannot edit any fields. All the action buttons are disabled in a read-only cart. To open the read-only cart, you can use a separate Configure Product button with read-only access on the Quote Details page that your admin must configure. When you open a cart in read-only mode, no new product configuration is created on the Quote Details page.

You can perform the following tasks in a read-only cart:

  • Search for products on the cart.
  • Open or create new Cart Views.
  • Use advanced filters.
  • Save Cart Views with the filters.
  • Close the cart

You can open a cart in read-only mode even when the pricing of the line item is pending. When you open such a cart, the priced line items are displayed and a progress bar is displayed with the status of the ongoing pricing process of the remaining line items. The action buttons remain disabled until you exit the read-only mode.

To Configure the View Cart (Read Only) Button on the Proposal Details Page

  1. Go to Setup > Object Manager.
  2. Click Quote/Proposal. A quote/proposal object details page is displayed.
  3. In the left pane, click Fields & Relationships. A list of fields and relationships is displayed.
  4. Click New.
  5. In the Step 1. Choose the field type page choose Formula as Data Type and click Next.
  6. In the Step 2. Choose the output type page, enter the flow name as required. For example, View Cart Read Only (Platform) in the Field Label. For Formula Return Type, choose Text.

  7. In the Step 3. Enter the formula page, copy the following formula and paste it under the Simple Formula tab. Click Check Syntax to validate the formula. 

    IF ( LEN( Apttus_QPConfig__PriceListId__c ) > 0 , HYPERLINK("/apex/Conga_CCPQ__RLPCart?boid="&Id&"&mode=readOnly&flow=system" , IMAGE("/resource/APTS_ViewCart", "View Cart"),"_self"), NULL)
    CODE
  8. Click Next.
  9. In the Step 4. Establish field-level security page, Select the profiles to which you want to grant edit access to this field via field-level security and click Next.
  10. Choose the page layouts on which you want to display this field and click Save.