SAP Knowledge Base Article - Public

3265087 - Workflow preAction and postAction are not working properly for New Revision in a quote


  • When setting a New Revision to active in a quote, customer is trying to update a custom field's value using a custom script.
  • This custom script is added as pre-action and post-action to Set Active action in the Workflow.
  • But when clicking on the Set Action option in the quote, the custom field's value is not updating.




Reproducing the Issue

  1. Customer has a Custom Action and a custom field.
  2. In the custom action script, they are trying to fill the above custom field with some value.
  3. They have attached this custom action to the workflow.
  4. In workflow under Preparing-Preparing, go to Set Active action, customer attached that custom action script to its preAction and postAction events. 
  5. Now, when we create the revision and click on Set Active action, it should execute the custom action script and the custom field should get filled with some value, but that's not happening.



Add the Quote.Save() function in the custom script, and then as soon as we click on Set Active option on the new Revision, the custom field will load with the value from the custom script.


Workflow, preAction, postAction, New Revision, quote, Set Active, custom script, Quote.Save() function, custom field, updating , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem


SAP CPQ 2020