Configure Mass Edit

Prerequisites

Before configuring this feature, make sure that the following fields are visible and can be edited:

• Mass Edit Policy Type object:
  • Display Name
  • IQ Anywhere Configuration
  • Mass Edit Parameter Options Filterer
  • Conditional Display Field
• User Entered Parameter object:
  • Parameter Name
  • Display Name
  • IQA Input Parameter
  • Data Type
• Line List object, Mass Edit Options:
  • Name
  • Mass Edit Policy Type
  • Sequence
  • Default Policy Type
• Mass Edit Option object, Workspace Mass Edit Option object:
  • Name
  • Mass Edit Policy Type
  • Sequence
  • Default Policy Type

If the fields are not visible or can't be edited, confirm that they have been added to the object's page layout and are visible in the user's profile. For detailed instructions on how to add fields and check for visibility, see Make fields visible or editable.

Define an IQA Configuration

Use the Formulas tab and the IQ Anywhere Configurations tab to define one or more IQ Anywhere configurations that perform a formulaic bulk update calculation on the desired fields in either the zpl_ContractLineItem_c, zpl_PriceLookupLine_c, or zpl_DealLine_c objects.

For more information, read Define an IQA Configuration.

Define a Mass Edit Policy Type

On the Mass Edit Policy Types tab, define one or more mass edit policies. Each Mass Edit Policy Type can call one IQ Anywhere configuration. If applicable, also specify input parameter fields for taking user input and passing it to the IQ Anywhere Configuration at runtime.

1. In the New Mass Edit Policy Type dialog, enter or select values:

   • Mass Edit Policy Type—Enter a unique name.

   • Display Name—Enter a user-friendly display name.

   • IQ Anywhere Configuration—Enter the name of the IQ Anywhere Configuration.

     • If you are using IQA, enter a unique name for your IQA Configuration.
     • If you are not using IQA, enter No IQA Call and select the No IQA Call checkbox.

   • Mass Edit Parameter Options Filterer—(Optional.) Enter the Apex hook class that should filter options for the User Entered Parameter.

     Tip

     For details about the Apex hook, see Mass Edit Parameter Options Filterer​.

   • Check Editable Flag When Updating—(Optional.) Select this checkbox if this Mass Edit Policy Type should not update a selected line that is marked as Not Editable. If the Check Editable Flag checkbox is not selected, then this Mass Edit Policy Type will change all selected lines, even those marked as Not Editable.

   • Conditional Display—To optionally filter the available mass edit policy types in an agreement or quote, enter the API name of any field in the Contract object (for agreements), in the zpl_PriceLookup_c object (for quotes), or in the zpl_Deal_c object (for deals) that resolves to a TRUE or FALSE value, such as a Formula or Checkbox field.

     • If the Conditional Display field evaluates to TRUE, then the mass edit policy type is visible in the Mass Edit dropdown list. Otherwise, that specific mass edit policy type is hidden.
     • If the Conditional Display field is empty, then the mass edit policy type is visible in the Mass Edit dropdown list.

2. Select Save.

Add parameters to a Mass Edit policy

In the list of Mass Edit Policy Types, go to the policy that you have created and add any user-entered parameters that might be needed by the corresponding IQA Configuration.

1. In the Mass Edit Policy Type > Related > User Entered Parameters section, select New.

2. In the New User Entered Parameter dialog, enter or select values:

   • Parameter Name—Enter a unique parameter name.

   • Display Name—Enter a display name for the input parameter.

   • IQA Input Parameter:

     • If you are using an IQA Configuration that calls the server, enter a unique name defined in the corresponding IQA Configuration, as listed in the Input Parameter column in the IQA Input Parameter Mappings section of the IQA Configuration.
     • If you are using the No IQA Call configuration, enter NoIQAParameter, the empty placeholder parameter in the configuration.

   • Data Type—Select the expected data type for the input parameter that will appear in the Mass Edit modal for that parameter. If there is more than one Picklist option for the Picklist type, you can configure filters for those options using a custom Apex hook.

3. Select Save.

Repeat this process for all input parameters needed by the corresponding IQ Anywhere Configuration.

Add No IQA Call mappings

If you are configuring the Mass Edit Policy Type to not call IQA, then you must add No IQA Call Mappings to the Mass Edit Policy Type. In this case, you will map either a literal value or a user-input parameter value to each of the fields on the line that is being updated by the Mass Edit Policy Type.

Add Mass Edit to the Line Items list

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.

2. On the Related tab, in the Mass Edit Options section, select New.

3. In the New Mass Edit Option dialog, enter or select values:

   • Name—Enter a name that will appear in the dropdown list of available update policies when users select the Mass Edit button.
   • Mass Edit Policy Type—Enter the unique Mass Edit Policy Type name that you defined in Define a Mass Edit policy.
   • Product Selector Configuration—Leave the default value. This value is the name of the product selector configuration you're editing.
   • Sequence—Enter an integer value to specify the order in which this policy should appear in the dropdown list of available update policies when users click the Mass Edit button. Smaller integer values appear higher in the list.
   • Default Policy Type—Select this checkbox if you want this mass edit option to be the default option displayed for the user.

4. Select Save.

5. In the Lightning record pages used for contracts, price lookups, or deals, select the Line Items component and then:

   • If you wish the Mass Edit button to always display on this list, select Enable Mass Edit Button.
   • If you wish the Mass Edit button to conditionally display on this list, then in the Conditional Display Field, enter the API name of a Boolean field that resolves to a TRUE or FALSE value, such as a Formula or Checkbox field. If the Boolean field resolves to TRUE, the Mass Edit button is visible on the list. Otherwise, the button is hidden.

Add Mass Edit to the Workspace list

The procedure of adding Mass Edit to the Workspace list is similar, except for the following steps:

1. From the Lightning App Launcher, go to the appropriate Workspace Configuration.

2. On the Related tab, under the Workspace Mass Edit Options, create Mass Edit Options for Workspace.

3. In the Workspace Mass Edit Option dialog:

   • Enter the Name.
   • Search for and select the Mass Edit Policy Type.
   • Sequence—Enter an integer value to specify the order in which this policy should appear in the dropdown list. Smaller values appear higher in the list.
   • Select the Default Policy Type checkbox if you want this mass edit option to be the default option displayed for the user.

4. Select Save.