The Manage Field Expressions page in the CPQ Admin user interface holds all the existing field expressions that you created. You can search, open, update, or create field expression from the Manage Field Expressions page. In CPQ Admin, Go to the Products tab and from the dropdown click Manage Field Expressions. A list of all the existing field expressions is displayed with the fields Name, Active, Update Field and Is Modifiable. There are various functionalities available for you to manage field expression.
Field Expression Details
You can search for a field expressions on the Manage Field Expressions page using the Search Field Expressions bar. You must search using any keyword that the field expressions name contains. Click the name of the field expression to view the related information on the Details page. The fields like Name, Update Object, Update Field, Value Expression and, Operator are displayed on the Details page. You can update the field expressions on this page as well.
New Field Expressions
You can create new field expressions using the New Field Expression button on the Manage Field Expressions page and Details page of the Field Expressions.
To create new field expressions
Follow the steps below to create a new field expression.
- Click New Field Expression. The Details page is displayed.
Fill in the following information in the fields displayed on the Details page. Because you are creating field expressions from the Manage Field Expressions page, only the values relevant to field expressions are displayed in the dropdown of the fields listed below.
Field Description Name Enter the name of the field expression Active Toggle the button to the right-hand side to activate the field expression Is Modifiable Toggle the button to the right-hand side to enable editing of the field expression Expression Type This field is populated by default with the value Field update. Expression Context Select the value Record Update from the dropdown. Source Object Select the value Line Item from the dropdown. Scope
Select one of the following values that are displayed in the dropdown:
- Header Level: to apply field expression on fields at header level
- Product: to apply field expression on the product line items
- Product Group: to apply field expression on the product group level.
Enter the filter expression. Use the expression builder to create a formula.
Select one of the following objects that are displayed in the dropdown:
- Line Item
- Product Attribute
Update Field Select the field on which you want to apply the field expression. Operator Select an operator from the dropdown. Value Expression Enter the value expression. Use the expression builder to create a formula.
- Click Save.
- Click the menu icon ( ) next to the New Field Expression button. Click Update Field Expression Criteria Fields to execute the batch job.