Symptom
- When changing a quote's status via global script, a custom field whose status is also getting changed from Editable to Read-only is still editable, until we leave the quote and go back to it from the Load quotes page.
- Expectation is that when the script is triggered and the quote status changes, the custom field should also reflect the new permission (read-only) immediately, since if this doesn't happen then a sales rep would be able to still edit the custom field and change it's value.
Environment
SAP SALES CLOUD CPQ
Reproducing the Issue
- Create a custom field (eg: 'Test custom field') and under it's Permissions, set Editable for the default quote status, and Read-only for a different quote status, for your User-type.
- Create a global script for changing the quote status when the custom field has a certain value.
- Go to Events tab of the global script and add your custom field under the Event "After changing value of custom fields", and Save it.
- Now go to any quote in Open status and change the custom field value to "Yes".
- Observe that the quote status changes to 'Order Created with Errors', but the custom field is still Editable.
- Now if we load the quote again by going to Load Quotes page, the custom field is in Read-only mode now (correctly).
Global script sample:
if Quote.GetCustomField('Test custom field').Content == 'Yes':
Quote.ChangeQuoteStatus('Order Created with Errors')
Quote.Save()
Cause
Confirmed bug.
Resolution
This issue has been confirmed as a bug and it'll be tentatively fixed in the CPQ-2411 release.
Keywords
bug, custom field editability, global script, editable, readable, change quote status , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem
Product
SAP CPQ all versions