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SelectEntity component

The SelectEntity component is the initial step in the Quote Wizard for multi-entity setups, allowing customized entity assignment through a plugin interface.

When the Enable Multi-Entity setting is enabled, the SelectEntity component is inserted as the first step of the Quote Wizard. If you need to use the customized logic to assign an entity to quotes, use the plugin interface on the SelectEntity component to implement and register the custom plugin.

Note:

The SelectEntity component is available in the Versions 7.2 and later of Zuora Quotes.

Note:

This feature is in the Early Adopter phase. If you want to have access to the feature, submit a request at Zuora Global Support .

The SelectEntity component consists of:

  • SelectEntity.component

  • SelectEntityComponentOptions.class

  • SelectEntityComponentOptions.ISelectEntityPlugin

ISelectEntityPlugin

Use the ISelectEntityPlugin on the SelectEntity component to customize the entity selection logic in your quoting process.

The ISelectEntityPlugin is executed when user clicks New Quote in a multi-entity org.

Interface class signature of the plugin is:

zqu.SelectEntityComponentOptions.SelectEntityPluginResponse 
   selectEntityForNewQuote 
   ​  ( ID accountId, ID opportunityId)

ISelectEntityPlugin returns the SelectEntityPluginResponse class. The class includes the following properties.

Name

Type

Description

selectedId

ID

Salesforce ID of the Billing Entity to be used for the quote

autoSubmit

Boolean

If true, the entity will be selected, and users cannot change it.

If false, the entity will be selected in the menu, but the user can change it.