SAP Knowledge Base Article - Public

3539845 - Quote Visibility Condition is not functioning

Symptom

Users are able to see quotes which they shouldn't according to the Quote Visibility CTX tag. 

Environment

SAP SALES CLOUD CPQ

Reproducing the Issue

  1. Create formula with "Quote.Owner" in quote visibility
  2. Sign in with user expected to see quote
  3. Go to quotes tab
  4. Search for quote which the formula refers to
  5. Repeat steps with another user that is not expected to see quote.

Cause

When applying a CTX formula in Quote Visibility. 

The cause could be the usage of "Quote.Owner" in the CTX formula. The tag first checks the owner of the quote, and for that, a loaded quote is needed for context, which is not the case when you are on the list of quotes, so it does not work. However, when the Quote is loaded, the formula will work correctly in the Formula Validator.

Resolution

Create a condition without Quote.Owner.

Keywords

CPQ, Quote Visibility, CTX Tag, Quote.Owner , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem

Product

SAP CPQ 2024