UI customization changes can now be saved as a draft and previewed before they are published. This allows administrators or customization users to configure a screen, verify the resulting user experience, and publish the changes only when they are ready.
Draft changes are visible only to the customizing user until they are published.
Prerequisites
To customize the table layout in CPQ, enable the new UI.
Save Customization Changes as Draft
When customizing a screen, changes can be saved using Save Draft without immediately applying them to all users.
A blue indicator identifies customization changes that are currently part of the draft. This makes it easier to distinguish unpublished changes from the currently published configuration.
When a draft exists, the Preview and Clear Draft actions become available.
Preview Draft Changes
Select Preview to view the screen with all currently saved draft changes applied.
Preview mode allows the customizing user to verify how the screen will appear before making the configuration available to other users.
While preview mode is active, a notification banner is displayed in the top bar to clearly indicate that the user is viewing an unpublished configuration.
To leave preview mode, select the X in the preview notification banner.
Clear Draft Changes
Select Clear Draft to discard the saved draft customization changes for the current screen configuration.
After the draft is cleared, the screen continues to use the currently published configuration.
Clear Draft Changes
Select Clear Draft to discard the saved draft customization changes for the current screen configuration.
After the draft is cleared, the screen continues to use the currently published configuration.
Publish Changes
After reviewing and verifying the configuration, select Publish to make the customization changes available to users.
This introduces a controlled customization workflow:
Customize → Save Draft → Preview → Verify → Publish
The workflow helps prevent incomplete or unintended UI configuration changes from being immediately exposed to users.