Symptom
We have a custom field whose permission is set as “Required” for Open Status for all user Roles.
And we can see that in the quotes, this field has a red asterisk (*) denoting that it's a mandatory field.
However, User is able to Update sales quote without entering any value in this mandatory custom field.
The requirement here is that a user should not be able to save quote when the custom field is empty for the said Status.
Environment
SAP SALES CLOUD CPQ
Reproducing the Issue
- Go to Setup
- Quotes
- Custom Fields
- Edit a custom field
- Go to it's Permissions Tab
- Choose Open or any other status, and make the permission as 'Required' for any or all User Roles
- Save.
Cause
The 'Required' custom fields will throw error only when trying to save a quote, and not when updating the quote using 'Update Sales Quote' action.
So, 'Save Quote' action button needs to be available in the quote.
Resolution
We need to enable the 'Save Quote' action in the Workflow for the said status, only then we'll get error when trying to save the quote without filling anything in the Required custom field.
--------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------
"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."
See Also
Keywords
custom field, required, mandatory, display error, Update sales quote, Save Quote, workflow , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem