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Release notes byAnnounceKit

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FeatureNew
2 years ago

Verify 'Submit Validation' rules

Now CPQ administrators can verify the correctness of the 'Submit Validation' rules without activating a version and submitting a test quote. We strongly believe that this capability will simplify the process of configuring Submit Validation rules.

Here are the benefits of this new capability:

Verify Rule Correctness: When configuring a draft version, administrators can now quickly validate the accuracy of their version configuration. With the new functionality, you can simulate the trigger of submit validation rules that run upon quote submission in the active version.

Context-Sensitive Button: The "Submit Validation" button will only be visible on the quote page when you are in a draft version. 

Quick Rule Execution: By clicking the "Submit Validation" button, the system will execute all the validation rules configured under the Advanced Settings -> Submit Validation tab of the draft version. This allows you to test and verify the behavior of your validation rules instantly.

We understand the importance of validating your configuration without disrupting the live environment. With simulated Submit Validation, you can confidently fine-tune your validation rules and ensure a smooth quoting experience for your users.

Feature: Work Panel -> Opportunities -> My Proposals -> Quote