Note
We are gradually rolling out the new UI in CPQ. To verify which objects support the new UI, read the release updates.
Tailor how data is displayed in CPQ tables within key business objects like Quote or Agreement. This helps you focus on the most relevant information and easily find the data you need.
There are two types of tables in CPQ:
List tables (such as a list of agreements or quotes)
Line item tables (such as the Line Items tab in agreements)
In the tables, you can:
Prerequisites
To customize tables in CPQ, enable the new UI.
Manage column visibility
You can manage column visibility in both table types:
List table
Line item table
List table
From the application left navigation area, select an object, such as Agreement or Quotes.
In the upper-right corner of the table, select Customize.
In the new dialog, next to the column name, turn on or off the View switch to manage column visibility.
Select an area outside the dialog to apply the changes.
Line item table
From the application left navigation area, select an object, such as Agreement or Quotes.
Select an option from the list, then go to the tab with the line items table.
In the upper-right corner of the table, select Customize.
In the new dialog, next to the column name, turn on or off the View switch to manage column visibility.
Select an area outside the dialog to apply the changes.
Rearrange columns
You can rearrange columns in both table types:
List table
Line item table
List table
Use one of the following ways to rearrange your columns:
From the table:
From the application left navigation area, select an object, such as Agreement or Quotes.
Drag and drop the column title to set its position in the table.
From the column customization dialog:
From the application left navigation area, select an object, such as Agreement or Quotes.
In the upper-right corner of the table, select Customize.
In the new dialog, drag and drop the column title to set its position in the table.
Select an area outside the dialog to apply the changes.
Line item table
Use one of the following ways to rearrange your columns:
From the table:
From the application left navigation area, select an object, such as Agreement or Quotes.
Select an option from the list, then go to the tab with the line items table.
Drag and drop the column title to set its position in the table.
From the column customization dialog:
From the application left navigation area, select an object, such as Agreement or Quotes.
Select an option from the list, then go to the tab with the line items table.
In the upper-right corner of the table, select Customize.
In the new dialog, drag and drop the column title to set its position in the table.
Select an area outside the dialog to apply the changes.
Resize columns
You can resize columns in both table types:
List table
Line item table
List table
From the application left navigation area, select an object, such as Agreement or Quotes.
Hover over the edge of the column title, then drag the border to adjust the column width.
Line item table
From the application left navigation area, select an object, such as Agreement or Quotes.
Select an option from the list, then go to the tab with the line items table.
Hover over the edge of the column title, then drag the border to adjust the column width.
