Lookup views

A lookup view is a dynamic, read-only table that fetches real-time data directly from your quotes and sales items. Lookup views use the same search capabilities as existing lookup tables.

Lookup views improve performance and usability in complex, custom quoting workflows. They provide faster, more efficient access to quote and sales item data, eliminating the need for OpenAPI calls even when Groovy bindings for these objects are unavailable.

You can use Groovy scripts to access lookup views.

Access lookup views

To access lookup views, from the application left navigation area, select Lookup and go to the Customize Lookup Views tab. You will see a list of existing lookup views.

From here, you can:

• Create a lookup view

  • From the UI
  • From an Excel spreadsheet

• Manage lookup views

  • Add lookup view columns
  • Edit a lookup view
  • Download a lookup view
  • Activate or deactivate a lookup view
  • Query a lookup view
  • Delete a lookup view

Create a lookup view

Create a lookup view from the UI

1. From the application left navigation area, select Lookup.

2. On the Customize Lookup Views tab, select .

3. On the New View dialog, enter information or make selections to create a lookup view:

   • Name—Enter a name for the lookup view.

   • Type—Select a type of the lookup view. Available types are:

     • Quote—Select if you want to add the quote header information.
     • SalesItem—Select if you want to add the sales item information.

   • Description—(Optional.) Enter additional information about the lookup view.

   Note

   Once you create a lookup view, you can't change its type. If you create the wrong type, you need to delete and recreate the lookup view.

4. Select Create. The lookup view appears on the Customize Lookup Views tab.

5. Add lookup view columns.

6. Activate the lookup view.

Create a lookup view from an Excel spreadsheet

1. From the application left navigation area, select Lookup.
2. On the Customize Lookup Views tab, select and then select an Excel spreadsheet to upload. The lookup view appears on the Customize Lookup Views tab.
3. (Optional.) Add lookup view columns.
4. Activate the lookup view.

Manage lookup views

Add lookup view columns

1. From the application left navigation area, select Lookup.

2. On the Customize Lookup Views tab, select a lookup view.

3. If the lookup view is active, select to deactivate it.

4. Select .

5. Enter values or make selections to define the column:

   • Name—Enter a name for the column.
   • Sequence Id—Enter the sequence number of the column in the lookup view.
   • Search Expression—Enter the query to retrieve a specific data point in the quote or sales item object at runtime.
   Tip

   If you don't know the correct search expression syntax for specific data points, contact your Zilliant representative.

6. Select Create.

Edit a lookup view

To edit the name and description of the lookup view, follow these steps:

1. From the application left navigation area, select Lookup.
2. On the Customize Lookup Views tab, locate the row for the lookup view.
3. If the lookup view is active, deactivate it.
4. On the lookup view row, select .
5. Select Edit Lookup View.
6. Change the name and description of the lookup view, then select Update.

Download a lookup view

Zilliant CPQ allows you to download a lookup view in the Excel format.

To download a lookup view Excel spreadsheet, follow these steps:

1. From the application left navigation area, select Lookup.
2. On the Customize Lookup Views tab, on the lookup view row, select .
3. Select Download View Schema.

Activate or deactivate a lookup view

Use one of the following methods to activate or deactivate a lookup view.

• From the lookup view list:

  1. From the application left navigation area, select Lookup.
  2. On the Customize Lookup Views tab, on the lookup view row, select .
  3. Select Activate Lookup View or Deactivate Lookup View.

• From the lookup view:

  1. From the application left navigation area, select Lookup.
  2. On the Customize Lookup Views tab, select a lookup view.
  3. Select to activate or deactivate the lookup view.

Query a lookup view through Groovy scripts

Zilliant CPQ allows you to query lookup views through Groovy scripts to retrieve real-time data directly from your quotes and sales items.

To query a lookup view through a Groovy script, use this sample code:

def quoteDetail = dbLookupTable.table('LOOKUP_VIEW_QUOTE_DETAIL')
				.addSelectFields('quoteID', 'title', 'shipping_term', 'status', 'effective_date')
				.addCondition('quoteID', '==', 00001)
				.search();

Delete a lookup view

Use one of the following methods to delete lookup views.

• Delete one lookup view:

  1. From the application left navigation area, select Lookup.
  2. On the Customize Lookup Views tab, on the lookup view row, select .
  3. Select Delete Lookup View.
  4. Select Yes to confirm.

• Delete one or more lookup views:

  1. From the application left navigation area, select Lookup.
  2. On the Customize Lookup Views tab, select a checkbox next to the names of one or multiple lookup views.
  3. Above the list of lookup views, select .
  4. Select Yes to confirm.