Adding Picklist Values

  1. From All Tabs, go the Deal Guidance Rules object.
  2. From the Custom Fields and Relationships section, add following values to the Business Object picklist.

    Apttus_Config2__LineItem__c, Apttus_Config2__ProductConfiguration__c
    CODE
  3. The values are added to the Picklist Values for the Business Object and are now available when you create Deal Guidance Rules.



    Note

    For Deal Guidance Rule object, you must make following changes to certain values in the Business Object field picklist:
    1. Update the value Deal__c to Apttus_DealMgr__Deal__c
    2. Update the value DealLineItem__c to Apttus_DealMgr__DealLineItem__c

  4. If you have upgraded the package, you must add the value Custom to the Measure picklist field. On a fresh installation, this field will be available in the picklist.
    Go to Custom Field and Relationships, click Measure and add a New value - Custom,  to the picklist.

Setting Field Dependencies

  1. Go to Custom Fields & Relationships and click Guidance Type.
  2. In the Field Dependencies section click New.

    Note

    You have to set Field Dependencies for two fields - Business Object and Measure.

  3. Field Dependency for Business Object

    a. For Controlling Field select Guidance Type and for Dependent Field select Business Object and click Continue.

    b. 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 LevelApttus_Config2__LineItem__c, Apttus_DealMgr__DealLineItem__c, Apttus__AgreementLineItem__c, OpportunityLineItem




  4. Field Dependency for Measure

    1. For Controlling Field select Guidance Type and for Dependent Field select Business Object and click Continue.

    2. For Deal Level and Line Level include the following:

      Deal Level

      Net Price, %Discount, Discount Amount, %Margin, Custom

      Line LevelUnit Price, Annual Price Per Unit, %Discount, Discount Amount, %Margin, Custom

  5. Click Save. When you create a Deal Guidance Rule, the appropriate deal and line level values will be displayed.