I have tried to create this functionality using Process Builder however it appears that the Quote Line objects aren't technically created until you leave the quote line editor so I can't use Process Builder to set default values.
I also cannot use formula fields as I need the user to be able to edit the field to change it from the default value if need be.
5 个回答
Thank you guys for the help! I've found a solution using only a single price rule and a boolean on the Quote Line object as suggested.
The solution was as follows:
1. Create a checkbox on the quote line value set to unchecked
2. Create a price rule that checks if the checkbox on the quote line is true or false
3. If false and the product family variable on the Quote object matches the specific family I am looking for, execute price actions
4. Price actions set the field on quote line editor that I want to have a default value, in my case shipping costs, and set the checkbox on quote line value to checked thus stopping the price rule from firing again
