Configure feature field sets in product catalog
Learn how to configure feature field sets in Zuora Quotes to display relevant attributes for specific features.
To create features in the product catalog and use them in subscriptions and Zuora Quotes, you need to enable the following:
- The Entitlements setting in your tenant.Access to the Entitlements feature requires a specific edition of Zuora. See Zuora Editions for details.
- The Enable Feature Specification in Product and Subscriptions setting in the Billing Settings.
You can assign a custom field set to a feature to display relevant attributes for that specific feature. For example, a relevant attribute for an internet service could be the speed, and a relevant attribute for a lunch delivery service could be beverage options. You create custom fields for these attributes and assign a specific custom field to a specific feature using the Salesforce field set feature, such as the speed custom field to the internet service feature. When creating a quote, your user will see the assigned attributes in the product selector when adding or updating the feature that the attribute is linked.
Before you configure a feature-specific field set, you need to add custom fields and a new field set.
- In Zuora Quotes, create custom fields on the ZFeature object.
- In Zuora Quotes, create custom fields on the Quote Product Feature object with the same API name and the types as on the custom field you created above on the ZFeature object.
- In Zuora Quotes, create a field set on the ZFeature object, and add the custom fields you just created to the new field set. For example, for a lunch service, you may have created two custom fields for beverage and dessert options. Create a field set and add those custom fields to the field set.
- Click the Zuora Config tab, and click Feature Field Group Settings .
- In the features list, click the name of the feature for which you want to configure attributes.
- To delete a field set, click Del next to the field set.
- To add a field set:
- Click Add New Field Set .
- Select the field set you added in Step 3 and click Add .
- To view a list of fields in a field set associated with the feature, click the field set label, and the Field Set Fields table refreshes with the fields included in the field set.