Services CPQ Permissions

SCPQ - Add from Template

API Name: AddFromTemplate

This allows the user to add records from estimate templates to estimates.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access Services_CPQ_Lightning Visible This allows the user to add records from estimate templates to estimates.
Apex Class Permission AddFromTemplateController Enabled This allows the user to add records from estimate templates to estimates.
AsyncApexJobProgressController Enabled This allows the user to add records from estimate templates to estimates.
BryntumGridController Enabled This allows the user to add records from estimate templates to estimates.
CPQCustomSettingController Enabled This allows the user to add records from estimate templates to estimates.
EstimateBuilderController Enabled This allows the user to add records from estimate templates to estimates.
EstimateSearchGridController Enabled This allows the user to add records from estimate templates to estimates.
LookupController Enabled This allows the user to add records from estimate templates to estimates.
PermissionsController Enabled This allows the user to add records from estimate templates to estimates.
Field Permission Estimate__c.Billing_Type__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Is_Pushed_To_Opportunity__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Start_Date__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.End_Date__c Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Opportunity__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate__c.Is_Template__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Bill_Rate_Override__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Is_Hours_Calculated__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Cost_Rate_Override__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Task__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.External_Resource__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Group__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Practice__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Region__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Average_Cost_Rate__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Source_Estimate__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Suggested_Bill_Rate__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Percent_Discount__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Schedule__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Line_Set__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Order__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Estimate_Product__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Percent_Allocation_for_Calculated_Hours__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c.Role_for_Calculated_Hours__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Estimate_Product__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Bill_Amount__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Cost_Amount__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.End_Date__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Hours__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Margin__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Net_Bill_Amount__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Order__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Start_Date__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Percent_Discount__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Source_Estimate__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Task__c.Estimate_Line_Set__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Estimate_Product__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.End_Date__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Start_Date__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Order__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Billing_Type__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c.Fixed_Price_Margin_Percent__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Description__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Order__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.End_Date__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Billing_Type__c Edit, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c.Fixed_Price_Margin_Percent__c Edit, Read This allows the user to add records from estimate templates to estimates.
Object Permission Estimate__c Create, Read This allows the user to add records from estimate templates to estimates.
Estimate_Product__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Item__c Read This allows the user to add records from estimate templates to estimates.
Estimate_Product_Instance__c Create, Read, Edit This allows the user to add records from estimate templates to estimates.
Estimate_Task__c Create, Read This allows the user to add records from estimate templates to estimates.
Estimate_Role_Request__c Create, Read This allows the user to add records from estimate templates to estimates.
Estimate_Line_Set__c Create, Read This allows the user to add records from estimate templates to estimates.
pse__Schedule__c Create, Read This allows the user to add records from estimate templates to estimates.
pse__Region__c Read This allows the user to add records from estimate templates to estimates.
pse__Practice__c Read This allows the user to add records from estimate templates to estimates.
pse__Grp__c Read This allows the user to add records from estimate templates to estimates.
Tab Permission Services_CPQ_Workspace Visible This allows the user to add records from estimate templates to estimates.
Estimate__c Visible This allows the user to add records from estimate templates to estimates.


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