Symptom
- When clicking on the Save Quote button in the quote, transaction requests to enter value in a custom field.
- The popup says "In order to perform the action you need first to enter the value of custom field '<custom field>'".
- But when checking the Save Quote action under Workflow, There is not any rule associated with it.
Environment
SAP CPQ SALES CLOUD
Reproducing the Issue
- Go to any quote
- Click on Save quote action
- A popup appears for a value in a custom field
- Trying to avoid this popup every time and save quotes.
Cause
The custom field in the popup is set as a required field for the Save Quote action under Workflow settings.
Resolution
- Go to Setup
- Go to Workflow/Approval
- Go to Required Fields by Workflow Action
- Look for the custom field, and then scroll to the right for the associated Save Quote action
- Disable the checkbox
- Save.
See Also
Keywords
Required Fields By Workflow Action, custom fields in quote, save quote, workflow, popup , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem
Product
SAP CPQ all versions