Assign the Configuration to the Collaborator or Queue
As a Sales Rep, you can assign a bundle as well as a standalone product to the collaborator. You can assign a collaboration request to a User or a Queue from the Cart page. The Users and members of the Queue receive an email notification about the request. After assigning the collaboration request, a record is created in the Product Configuration section on the Quote Detail page with the status as In Collaboration.
The administrator must assign appropriate read, create, edit, and delete permissions to the user to enable access to the Quote Collaboration feature.
The collaboration icon
next to an auto-included standalone or bundle line items is displayed if APTS_EnableCollabForAutoIncludedLines is set to True. If you initiate a collaboration request for the parent product, CPQ automatically adds auto-included products as part of the collaboration. You can also create a collaboration request for auto-included products independent of the parent product. CPQ does not support collaboration request creation for auto-included option products; in this case, you must send the parent bundle for collaboration.
CPQ does not support miscellaneous and primary line items auto-included through constraint rules for Quote Collaboration. CPQ disables the Product Collaboration button if any of the primary line items you selected is auto-included.
Take into consideration the following while assigning the collaboration request:
You cannot assign a line item to multiple collaborators. For example, you assigned a line item to Collaborator A. Now, if you select multiple line items and assign them to Collaborator B, including the one already assigned to Collaborator A, CPQ skips the one assigned to Collaborator A and assigns the remaining line items to Collaborator B.
You cannot finalize or approve the Cart until you close or cancel all the collaboration requests. If the collaboration is sequential, all the collaboration requests must be closed.
After the collaboration request is assigned, the name of the assignee is displayed below the collaboration icon (
). Click the assignee's name to open the Quote Collaboration pop-up. The following functionalities are available to you on the pop-up:
- The status of the collaboration request at the top of the pop-up.
- The line items assigned to the collaborator under the tab Assigned Products.
- You can update the collaboration request and send that to the collaborators using the Update button. For example, you can change the user or queue and reassign the request to someone else, you can change the priority, or change the specification.
- You can communicate with the collaborator using the Salesforce Chatter under the tab Chatter.
- You can cancel the request altogether, thereby revoking the Collaborator's access to the line items completely. Canceling the collaboration request deletes all the records on the Quote Details page and the Collaboration Request tab, that are created for the collaboration request. Canceling also resets the product configuration status from In Collaboration to Saved.
