Quote Insert Conditional Fields For Free

Go to the quote term where you want to add a display condition. In the Use Conditions related list, click New Term Conditions. Use the term condition fields to create a logical condition. Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term.

Add or remove products, apply discounts and markups, and calculate prices for your quote.

The Conditional Print Field on a template section tells CPQ which quote field should determine when the section appears. For example, you could have a checkbox on the quote named Include Cover Page, which sales reps can check as needed.

Configure a Lookup Field In Setup, in the Object Manager, in the Report_Card__c object, in the Fields & Relationships tab, click New. Click Lookup Relationship, then click Next. In the Related To drop-down list, select Contact, then click Next. Specify the following settings. ... Click Next three times, then click Save.

Add a lookup field to your quote lines and use it in the quote line editor to associate your quote line with another record. You can also customize the fields that appear in the lookup field's record search box.

All standard field types are supported except the ?Lookup? data type fields. For lookup fields you will have to create a formula field to display it as an additional field.

Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

In the Write and Insert Fields section, select Rules, If...Then... Else......On the Insert Word Field:IF screen:In the Field name drop-down, select the field name on which to base the conditional statement.In the Comparison drop-down, select the appropriate operator.In the Compare to field, enter the appropriate value.More items...

Place your cursor where you want the conditional text to go. Go to Mailings > Rules > If...Then... Else. In the Field name list choose the field from your data source that will determine the conditional text.

If fields (also called if statements) allow you to compare two values and display document content based on the result of the comparison. When used in a Word template, IF fields are especially useful for comparing the values of Composer merge fields to display an appropriate result.