The line column field Conditional Print Field can contain a value for any quote field. When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the line column only if the value of Conditional Print references these types of quote fields. A selected checkbox field
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What is conditional print field in Salesforce CPQ?
The line column field Conditional Print Field can contain a value for any quote field. When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the line column only if the value of Conditional Print references these types of quote fields.
What is the conditional print field in the template section?
The template section field Conditional Print Field can contain a value for any quote field. When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the template section only if the value of Conditional Print references these types of quote fields.
How to display a quote based on conditions in Salesforce CPQ?
When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the line column only if the value of Conditional Print references these types of quote fields. From your quote template record, go to the line column record that you want to display based on conditions.
Is it possible to conditionally make a field required?
It’s possible to conditionally make a field required by using a validation rule. The following Validation Formula can be used as a reference. This will give an error message if “Test” has no value when Account Market is “Corporate”.
Summary
The Dynamic Screens pilot in flows will end in Winter ‘20. Customers who had the Dynamic Screens pilot enabled in their production orgs must recreate any conditional functionality created with this pilot with the new Conditional Field Visibility functionality in Flow Builder before Summer ‘20.
What is changing?
Dynamic Screens allow fields on a flow screen to be conditionally be displayed or set required when users edit fields on the same screen, rather than having to wait until the user clicked Next.
What does this mean for you?
If you have flow screens that use Dynamic Screens conditionally hide or show fields based on the value of another field in the screen, you will need to recreate this behavior in these screens using the new Conditional Field Visibility feature being released in Winter ‘20. These changes must be made prior to the Summer ‘20 release.
What action do I need to take?
Review your screen flows that are using the Dynamic Screens functionality, and recreate the functionality using Conditional Field Visibility.
Why is Salesforce making this change?
Cloud Flow Designer was built on Adobe’s Flash technology, and Adobe is ending support for Flash in July 2020. Although Cloud Flow Designer can still be used for the time being, browsers have already begun phasing out support for Flash and once Adobe ends support, you will no longer be able to run Cloud Flow Designer in a browser.
How can I see my existing Dynamic Screens screen flows in Cloud Flow Designer?
As of Spring ‘19, all flows open in Flow Builder by default. If you need to view your existing flow in Cloud Flow Designer to replace the conditional functionality, you can do this in the following way:
How can I reproduce my Dynamic Screens functionality using Conditional Field Visibility?
One big change between Dynamic Screens and Conditional Field Visibility is where the customization occurs. For Dynamic Screens, it was at the screen level.
