| Additional_EVLI_Fields_Field_Set__c |
Additional Vendor Line Item Fields |
Services CPQ April 2023 |
The API name of the field set that contains the additional fields displayed when creating or editing an estimate vendor line item.
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Text(255) |
|
| Automatically_Adjust_Estimate_Dates__c |
Automatically Adjust Estimate Dates |
Services CPQ June 2022 |
If selected, editing the dates of a child record to outside the dates of the parent record will automatically adjust all parent records to include the dates. If deselected, editing the dates of a child record to outside the dates of the parent record will not affect the dates of any parent records.
|
Checkbox |
true |
| Create_Estimate_Fieldset__c |
New Estimate Additional Fields |
Services CPQ June 2023 |
The API name of the field set that contains the additional fields displayed when creating a new estimate.
|
Text(255) |
|
| Create_Estimate_Filters_Field_Set__c |
Create Estimate Filters Field Set |
Services CPQ September 2023 |
The API name of the field set that defines the fields displayed in the filters panel when creating an estimate.
|
Text(255) |
'ffscpq__Create_Estimate_Filter_Fields' |
| Create_Estimate_Template_Fieldset__c |
New Estimate Template Additional Fields |
Services CPQ June 2023 |
The API name of the field set that contains the additional fields displayed when creating a new estimate template.
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Text(255) |
|
| Create_Estimate_Template_Summary_Fields__c |
Create Estimate Template Summary Fields |
Services CPQ Summer 2023 |
The API name of the field set that contains the additional fields displayed in estimate template summaries when creating an estimate or estimate template.
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Text(255) |
'ffscpq__Estimate_Template_Summary_Card_Fields' |
| Create_Project_From_Estimate_Fieldset__c |
Create Project from Estimate Field Set |
Services CPQ September 2022 |
The API name of the field set that defines the project fields that are editable when project details are displayed during creation of a project from an estimate.
|
Text(100) |
'pse__createProjectFromOppAndTempProjColumns' |
| Disable_Edit_of_Pushed_Estimate_Products__c |
Disable Edit of Pushed Estimate Products |
Services CPQ Spring 2023 |
If selected, estimate products that have been pushed to opportunity are not editable.
|
Checkbox |
false |
| Disable_Estimate_Vendor_Line_Items__c |
Disable Estimate Vendor Line Items |
Services CPQ April 2023 |
If selected, vendor line items on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.
|
Checkbox |
false |
| Disable_Estimated_Expenses__c |
Disable Estimated Expenses |
Services CPQ Spring 2023 |
If selected, estimated expenses on estimates are disabled in Services CPQ. They are not included in any calculations and records are not created from them when creating a project from an estimate.
|
Checkbox |
false |
| Disable_Milestone_Creation__c |
Disable Milestone Creation |
Services CPQ Winter 2023 |
If selected, milestones will not be created from estimate records when creating a project from an estimate or adding an estimate to a project.
|
Checkbox |
false |
| Disable_Opportunity_Line_Item_Creation__c |
Disable Opportunity Product Creation |
Services CPQ May 2022 |
If selected, opportunity products will not be created when pushing an estimate to an opportunity or creating a project from an estimate.
|
Checkbox |
false |
| Disable_Role_Request_Consolidation__c |
Disable Role Request Consolidation |
Services CPQ February 2022 |
If selected, when resource requests are created from an estimate, a resource request will be created for each estimate role request.
|
Checkbox |
false |
| Disable_Role_Request_Suggested_Resource__c |
Disable Role Request Suggested Resource |
Services CPQ October 2022 |
If selected, suggested resources on role requests are disabled in Services CPQ.
|
Checkbox |
true |
| Disable_Skills__c |
Disable Estimate Role Skills |
Services CPQ April 2022 |
If selected, estimate role skills are disabled in Services CPQ.
|
Checkbox |
false |
| Disable_Suggested_Resource_Cost_Rate__c |
Disable Suggested Resource Cost Rate |
Services CPQ September 2023 |
If selected, and a suggested resource is assigned to the role request, the average cost rate on the role request's associated rate card is used instead of the default cost rate on the selected suggested resource's contact card as the cost rate for the role request.
|
Checkbox |
false |
| Maximum_Daily_Hours_for_RR_Schedule__c |
Maximum Daily Hours for RR Schedule |
Services CPQ Spring 2023 |
The maximum numbers of hours per day for resource request schedules created from role requests.
|
Number(5,2) |
24 |
| Resource_Request_Recreation_Fields__c |
Resource Request Recreation Fields |
Services CPQ September 2023 |
The API name of the field set that contains the fields used to compare the existing resource request and the new resource request for discrepancies caused by edits to the associated role requests. If the fields in the field set have been edited, the original resource request is deleted and recreated when repushing an estimate. If the fields are not edited, the existing resource request is updated.
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Text(255) |
|
| Role_Request_Consolidation_Field_Set__c |
Role Request Consolidation Field Set |
Services CPQ February 2022 |
The API name of the field set that contains the additional fields to be populated when consolidating estimate role requests into a resource request.
|
Text(255) |
|
| Role_Request_Rate_Card_Matcher_Field_Set__c |
Role Request Rate Card Matcher Field Set |
Services CPQ September 2023 |
The API name of the field set that contains the fields that, when edited, cause the rate card to be rematched for the role request.
|
Text(255) |
|
| Sync_Hours_Breakdown_Schedule_With_RR__c |
Sync Role Req Schedule with Resource Req |
Services CPQ Spring 2023 |
If selected, the role request's schedule is synced with the related resource request's schedule.
|
Checkbox |
false |
