You can customize your CPQ workspace by adding fields and columns to screens associated with key business objects, such as Quote or Agreement. These fields and columns help you track information important to your workflows and business processes. For example, you can add a field to capture an internal reference number or a delivery cadence with selectable options.
You can use both standard attributes and custom attributes to add fields and columns to the UI. Standard attributes are pre-delivered as part of the CPQ schema. If you don’t find a standard attribute that meets your needs, you can define a custom attribute to capture business-specific data. For details, read Extend the application schema through UI.
Where customization applies
You can add and customize fields or columns in various parts of the user interface:
Object list table—Main table that lists records of a specific object type, such as all quotes or all agreements.
Line item table—Table in the object detail screen that lists associated line items, such as products and spare parts, included in a quote or agreement. In quotes and agreements, this table is on the Line Items tab.
Detailed information tab—Tab that displays the full details about an object in the object detail screen. In quotes and agreements, this tab is labeled Overview.
Object creation dialog—Dialog used to create a new object, such as the New Agreement dialog.
Custom tabs—Additional tabs that you can create in the object detail screen.
For details about UI locations and how to access them, read Access UI customization dialogs.
What’s next
Learn how to: