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Configure field based on quote type

Learn how to configure object fields in Quote Studio based on different quote types in Salesforce.

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Object Fields Config.
  2. Move your cursor to the field in the Object + Field column.
    The Browse and Select Field dialog opens.
  3. 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:
    • Quote

    • Quote Rate Plan

    • Quote Rate Plan Charge

    • Quote Charge Tier

    • Quote Amendment

    • Subscription

  4. In the right pane, select the field you want to configure.
  5. Click Select.

    The selected field entry is added to the table.

  6. Select one of the properties for this field from the dropdown list for the New, Renew, Amend, and Cancel quote. 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. Starting from Quotes version 10.49, when this option is selected, the field is also not displayed on the Quote Detail page for the selected quote type.

  7. (Optional) Enter the filter criteria to apply the configuration to those object fields. For more information, see Understanding Filter Criteria.
  8. (Optional) To define user profiles for the selected Object/Field, enable Apply to Specific Profiles toggle and select the User profiles.
  9. (Optional) Click icon_add_2 to add configure a new field, or click icon_remove to remove a field configuration.
  10. Click Save.