When you launch the Collaboration Portal Designer, the Dashboard opens. This is where you will see a list of collaboration portal models and can manage your active and draft models.

For each collaboration portal model, the dashboard shows the following information:

TITLE	DESCRIPTION
Status	The status of the quote model - DRAFT or ACTIVE. When a quote model is created, it is in the DRAFT state. When activated, it is ACTIVE. If you edit an active collaboration portal model, the new version of the portal model is created as a draft. Draft collaboration portal models are displayed as children of the active version. When a draft is activated, it replaces the active collaboration portal model (note: during activation, you can decide if you want to keep the current DRAFT or delete it)
Activation Label	Label defined during model activation by the user. It allows to flag the activation with a tag
Fingerprint	ID generated during activation. The fingerprint represents a "signature" for a given collaboration portal model. This ID can be retrieved at runtime through the inspector (available for Admin users). It will allow to ensure that the collaboration portal quote opened leverages the model displayed here in the Collaboration Portal Designer.

TITLE	DESCRIPTION
Actions	Actions available for the quote model: Export Import Delete History Note: Import is only available for a Active version.

From from the dashboard you can:

• Create a quote model,
• Import a quote model,
• Open a quote model,
• Rename a Draft

You can also search the list using the search box.

To create a collaboration portal model:

Importing a collaboration model is useful when promoting a model from one tenant to another tenant environment. For example, when you deploy a collaboration portal model from a development environment to a test environment. In this case, you must first export the quote model using the Export action, then import it to the new environment.

To import a collaboration portal model from a file:

When you complete configuring your collaboration model, you must activate it. Once activated, it is available in CPQ at runtime and can be used to invite or share the quote with end users.

To activate a collaboration portal model:

1. Open the collaboration portal model you want to activate.
2. Click Activate in the upper right corner of the screen

When a collaboration portal model is activated, the status changes from DRAFT to ACTIVE. See Collaboration Portal Model Versioning.

When you click on activate, the following popup is displayed

You need to enter an activation label in order to identify your activation. This activation label should contain what changed from the previous activation. This label will be available from the View History action.

In addition, when the collaboration model is activated, the DRAFT is kept in order to allow you to perform changes in the future (useful during collaboration portal model implementation and testing). If you want, you can delete the DRAFT version by clicking the Delete action from the Dashboard.

To edit a DRAFT quote model, simply open the collaboration portal model by clicking on the name and make your desired changes.

To edit an ACTIVE quote model:

1. Open the ACTIVE quote model.
2. Click Edit in the upper right corner of the screen.
3. Click Ok to confirm.
   
   

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4. The new DRAFT version opens automatically and you can make your changes.

OR, if you make a change directly to the ACTIVE collaboration portal model, a warning message will appear to inform you that you are trying to edit the ACTIVE collaboration portal model:

Click OK to continue and a new DRAFT will be created. You cannot change the active quote model, you must create a new draft.

The new draft is shown under the ACTIVE version on the Dashboard. The date and time are added to the name to show when it was created.

To view the history of a collaboration portal model, click on the history icon for a given collaboration portal model

The model history page is displayed and the history of the collaboration portal model is shown. You can see the:

• Active version (green)
• Draft version(s) (grey)
• Backup version(s) (blue) - when a draft becomes active, the previous active version becomes a backup version
  
  

Each version of the collaboration model is represented as following:

Depending on the collaboration portal model status, you can perform several actions:

• On Backups:
  • Keep : Flag this version to keep it (see below Backups cleaning)
  • Export: Export this version in a ZIP file
  • Delete: Delete the backup from the system
    • Create Draft: Create a DRAFT version from this backup (This option allows to revert a backup version of your quote model. You can reactivate the created DRAFT and that means that this version will be now active again)
• On Active:
  • Keep : Flag this version to keep it (see below Backups cleaning)
  • Export: Export this version in a ZIP file
  • Create Draft: Create a DRAFT version from the active version
• On Drafts:
  • Export: Export this version in a ZIP file
  • Delete: Delete the draft

BACKUP CLEANING

Each time a DRAFT version if activated, the ACTIVE version is stored as a BACKUP. You can have several backups of your collaboration portal model. However, the number of backups is limited by a governor limit (see General - Governor Limit). In order to ensure that a backup won't be deleted, you

can flag it "Keep". In that case, this backup won't be taken into account in the cleaning process.