Add fields and columns to the UI

Note

We are gradually rolling out the new UI in CPQ. To verify which objects support the new UI, read the release updates.

You can customize your CPQ workspace by adding fields and columns to screens within key business objects like 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 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.

You can add fields and columns at all object levels:

• List level (such as the list of agreements or quotes)

• Line items level (such as the Line Items tab in agreements or quotes)

• Header level (such as the Overview tab in agreements and quotes)

Prerequisites

To add fields and columns to the UI:

• Enable the new UI

• Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read Role management.

Add columns to the object’s list level

1. From the application left navigation area, select an object, such as Agreement or Quotes.

2. In the upper-right corner of the table, select Customize.

3. In the new dialog, select Customize.

4. In the Customize Table dialog, on the Active Columns tab, select + Add Column.

5. Locate a standard or custom attribute, then turn on the switch next to its name.

   Note

   If you’re adding a business relation attribute, locate it and select Expand. Then, turn on the switch next to the value you want to display in the column, typically Name, ERP ID, or External ID.

6. Select Save. The attribute appears on the Active Columns tab.

7. (Optional.) Drag the attribute to the desired position to define where the column appears in the table.

8. Next to the attribute name, turn on the Visible switch.

9. (Optional.) Add column labels for different application languages:

   1. Next to the attribute name, select Edit, then go to the Localization tab.

   2. Select + Add Localized Label.

   3. From the Language dropdown field, select the language.

   4. In the Label field, enter the column label.

   5. Repeat Steps b–d for each language you need.

   6. Select Save.

   7. At the top of the dialog, next to the attribute name, select Back to go back to the active columns list.

10. (Optional.) Hide the column from specific UI profiles:

    1. Next to the attribute name, select Edit, then go to the Visibility tab.

    2. Select + Add Profile to Hide Column From.

    3. Select the UI profiles, then select Add Profile.

    4. Select Save.

    5. At the top of the dialog, next to the attribute name, select Back to go back to the active columns list.

11. Select Publish. The application takes you to the list table.

12. (Optional.) Sign out and then sign back in to CPQ to display the column labels you added at Step 9.

13. (Optional.) Make the column visible in the list table.

Add columns to the object’s line items level

1. From the application left navigation area, select an object (such as Agreement or Quotes).

2. Select an option from the list, then go to the tab with the line items table.

3. In the upper-right corner of the table, select Customize.

4. In the new dialog, select Customize.

5. In the Customize Table dialog, on the Active Columns tab, select + Add Column.

6. Locate a standard or custom attribute, then turn on the switch next to its name.

   Note

   If you’re adding a business relation attribute, locate it and select Expand. Then, turn on the switch next to the value you want to display in the column, typically Name, ERP ID, or External ID.

7. Select Save. The attribute appears on the Active Columns tab.

8. (Optional.) Drag the attribute to the desired position to define where the column appears in the table.

9. Next to the attribute name, turn on the Visible switch.

10. (Optional.) Add column labels for different application languages:

    1. Next to the attribute name, select Edit, then go to the Localization tab.

    2. Select + Add Localized Label.

    3. From the Language dropdown field, select the language.

    4. In the Label field, enter the column label.

    5. Repeat Steps b–d for each language you need.

    6. Select Save.

    7. At the top of the dialog, next to the attribute name, select Back to go back to the active columns list.

11. (Optional.) Hide the column from specific UI profiles:

    1. Next to the attribute name, select Edit, then go to the Visibility tab.

    2. Select + Add Profile to Hide Column From.

    3. Select the UI profiles, then select Add Profile.

    4. Select Save.

    5. At the top of the dialog, next to the attribute name, select Back to go back to the active columns list.

12. Select Publish. The application takes you to the list table.

13. (Optional.) Sign out and then sign back in to CPQ to display the column labels you added at Step 10.

14. (Optional.) Make the column visible in the list table.

Add fields to the object’s header level

1. From the application left navigation area, select an object, such as Agreement or Quotes.

2. Select an option from the list, then go to the detailed information tab, such as the Overview tab in agreements and quotes.

3. In the upper-right corner of any field section, select Customize.

4. In the Customize Section dialog, next to the name of the section where you want to add a field, select Edit.

5. On the Fields tab, move to the bottom of the field list, then select + Add New Field.

6. Locate a standard or custom attribute, then turn on the switch next to its name.

   Note

   If you’re adding a business relation attribute, locate it and select Expand. Then, turn on the switch next to the value you want to display in the field, typically Name, ERP ID, or External ID.

7. Select Save. The attribute appears on the Fields tab.

8. (Optional.) Drag the attribute to the desired position to define where the field appears in the section.

9. Next to the attribute name, turn on the Visible switch.

10. (Optional.) Add field labels for different application languages:

    1. Next to the attribute name, select Edit, then go to the Localization tab.

    2. Select + Add Localized Label.

    3. From the Language dropdown field, select the language.

    4. In the Label field, enter the field label.

    5. Repeat Steps b–d for each language you need.

    6. Select Save.

    7. At the top of the dialog, next to the attribute name, select Back to go back to the field list.

11. (Optional.) Hide the field from specific UI profiles:

    1. Next to the attribute name, select Edit, then go to the Visibility tab.

    2. Select + Add Profile to Hide Field From.

    3. Select the UI profiles, then select Add Profile.

    4. Select Save.

    5. At the top of the dialog, next to the attribute name, select Back to go back to the field list.

12. (Optional.) Make the field read-only for specific UI profiles:

    1. Next to the attribute name, select Edit, then go to the Disable tab.

    2. Select + Add Profile to Disable Field From.

    3. Select the UI profiles, then select Add Profile.

    4. Select Save.

    5. At the top of the dialog, next to the attribute name, select Back to go back to the field list.

13. Select Publish. The application takes you to the list table.

14. (Optional.) Sign out and then sign back in to CPQ to display the column labels you added at Step 10.