Configuration for Deal Guidance Dimension Sets
You must add the following values in the Business Objects picklist in the Deal Guidance Dimension Sets object, to use them to configure Deal Maximizer rules.
- Apttus_Config2__LineItem__c
- Apttus_Config2__ProductConfiguration__c
You must also define field dependencies, if they are not already created, on the Guidance Type field to complete the configuration of the Deal Guidance Dimension Sets object.
To add values to the Business Objects picklist
The Business Objects picklist is a crucial component in configuring Deal Guidance Dimension Sets. By adding values to this picklist, you enable the system to recognize and utilize specific business objects during the creation of Deal Dimension Sets. This process ensures that the correct data is available for decision-making and enhances the functionality of your configuration setup.
The values are added to the Picklist Values for the Business Object and are now available when you create Deal Dimension Sets.
To set Field Dependencies
This task guides you through the process of setting field dependencies for Deal Guidance Dimension Sets. By configuring these dependencies, you ensure that the appropriate deal and line level values are displayed based on the selected guidance type and business object. The steps involve navigating through the setup menu, selecting fields, and saving the configuration.
- For Deal Level and Line Level include
the following:
Deal Level
- Opportunity
- Apttus__APTS_Agreement__c
- Apttus_DealMgr__Deal__c
- Apttus_Config2__ProductConfiguration__c
Line Level
- Apttus__AgreementLineItem__c
- Apttus_DealMgr__DealLineItem__c
- Apttus_Config2__LineItem__c
