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Configure required fields in Quote Studio

CPQ X allows you to configure fields as required fields in the corresponding field sets. If a field is configured as a required field, Quote Studio displays an asterisk (*) next to its field label for highlighting, and provides validation on this field. Users cannot save or submit the quote until all required fields on the Quote Studio page are specified.

  1. Navigate to the target field set of one of the following objects. See Field set reference for a list of field sets specific to CPQ X.
    • Quote (zqu__Quote__c)

    • Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c)

    • Billing Account (Zuora__CustomerAccount__c)

    • Subscription (Zuora__Subscription__c)

    • Quote Amendment (zqu__QuoteAmendment__c)

  2. In the In the Field Set box, hover over the field you want to set as a required field and click icon_configure_field .
  3. Select the Required check box for the selected field, then click OK .
  4. Click Save.
    The new custom field is then added to the selected field set, which will be reflected in the corresponding section on the Quote Studio page.