I've a button in my quote line item related list that is "Edit products". In this way selling team can edit products in line.
Now I added a check box field in the quote line item. I would add this field to the ones that they can edit inline.
In this article:
https://help.salesforce.com/articleView?id=cpq_add_fields_to_line_editor.htm&type=5
they talk about field sets. The problemi is that in the object Quote line item->Field set there's nothing.
How can I add this field?
3 réponses
Hi Massimiliano,
You probably don't want to have your users edit products from the related list. There is the Edit Lines button on your quote that will direct your users to the Quote Line Editor. This is where you want to have your users add/remove/edit products.
You can navigate to the Quote Line object and look for field sets. Find the field set named "Line Editor" - this is the field set that determines which Quote Line fields you see when editing them in the Quote Line Editor.
