Hi, I like to update the one of the field of Quote line group object with the help of Price rule. I have created the Price rule added all the required conditions for Triggering as well as Look up queries. But for some reason it seems its not working at all. Below is the explanation for my scenario : There is a X field on Quote line group object which I like to update. There is one Custom object named ABC, on which there is one field named 'Y'. I want to update the value of Y field to the X field.
There is one to many relationship between Quote to ABC and Quote to Quote line Group.
Here is my Price rule : 1. Nothing special selection on Price rule side except field Lookup Object = ABC
Price Condition :
1. Quote line Group Name = XYZ (For this group name I like to update the field) Lookup Query :
Tested Object = Quote line group Tested Field = Name (Group Name) Equals Lookup Field = Group name (This field belong to ABC object) Tested Object = Quote line group Tested Field = SBQQ__Quote__c Equals Lookup Field = Quote__c (This field belong to ABC Object)
Price Action
Target Object = Quote Line Group Target Field = 'X'
Source Lookup Field = 'Y'
As per my understanding my Look up query and Conditions are 100% correct. Still it doesn't update the field. I tried to put hardcode value but still it didn't work. Does anyone have any idea what wrong I am doing here?
@Salesforce CPQ @* Salesforce Revenue Cloud * @Yogesh Bhange
Hi @Dhaval Shah, you will need to use QCP for that requirement. I believe that this is due to the fact that the Quote Line Groups can only be referenced after a Save / Quick Save.
