Hi everyone,
In Lightning, after clicking Save on the Generate Document page, we're taken to the newly created Quote Document. Is it possible to change this behavior so that after the Quote Document is created, the user is taken back to the quote? Or, better yet, the quote record is refreshed so that the new PDF now appears in the Files related list?
Since the GenerateDocument Visualforce page and its controllers are part of the CPQ package and can't be changed, I tried creating a Lightning Component that takes the template and document name as input and calls SBQQ.QuoteDocumentController.generateDocument to create the doc. This is working, and it doesn't open the Quote Document record but instead just stays on the quote, which is what we want. My issue is there's no Preview functionality with this method, so I'm thinking I'm probably better off sticking with the GenerateDocument VF page.
Anyway, I just wanted to see if there's a setting or some configuration that I'm missing here.
Thanks!