The Field Set Settings page allows the System Administrator to configure the field sets.

You can enter details in one or more of the following sections, based on your business requirement.


SettingDescription
Name

Select a Field Set from the drop-down list.

The available Field Sets are as follows:

  • Collab Create Fields
  • Collab Merge Fields
  • Line Item Fields to Revalidate Invalid Price List Items
  • Line Item Fields to Revalidate Product Structures
  • Related Line Item Fields
  • Asset Line Fields For Selected Assets 
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 SetScenario
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 Quote Lifecycle Collaboration in the user guide.

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 Quote Lifecycle Collaboration in the user guide.

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 Re-validating the Product Configuration in the user guide.

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 Re-validating the Product Configuration in the user guide.

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 (), and selects Related Line Items on the Cart.

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, refer to Managing Services in CPQ on Salesforce User Guide.

Asset Line Fields For Selected Assets

Select the fields that you want to display on the Selected Assets pop-up. This pop-up is displayed when the user clicks Selected Assets on the Service Catalog.

For example, when you select the Location field for the Asset Line Fields for Selected Assets set, then the user can view the location at which the product was sold to the customer.

For more information on the Service CPQ, refer to Managing Services in CPQ on Salesforce User Guide.