Configure field based on commitment type
Learn how to configure object fields in Quote Studio based on commitment types in Salesforce.
This feature is available from Quotes version 10.64.
- In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Object Fields Config.
- From the Commitment section, move your cursor to the field in the Object + Field column.The Browse and Select Field dialog opens.
- Select one of the following objects in the left pane, then the labels of all available fields on this object are displayed in the right pane:
Commitment
Commitment Schedule
- In the right pane, select the field you want to configure.
- Click Select.
The selected field entry is added to the table.
- Select one of the properties for this field from the dropdown list for the New Commitment and Edit Commitment. The following options are available:
None: With this option selected, clears the chosen behavior (Read Only, Disabled, or Hidden) without deleting the field entry.
Read Only: With this option selected, the field value is a read-only value that is automatically populated by system.
Disabled: With this option selected, the field is displayed in the disabled mode and does not allow for updating.
Hidden: With this option selected, the field is not displayed on the quote creation page of the selected quote type.
- (Optional) To define user profiles for the selected Object/Field, enable Apply to Specific Profiles toggle and select the User profiles.
- (Optional) Click
to add configure a new field, or click
to remove a field configuration.
- Click Save.