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
- Create formula with "Quote.Owner" in quote visibility
- Sign in with user expected to see quote
- Go to quotes tab
- Search for quote which the formula refers to
- 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