C4C Sales Quote Template

[former_member451927]

Dear Experts,

maybe you can answer my question.

I created a quote template with the adobe lifecyle designer. So this works. I want to use the same template for different customer roles. This means that i want to use this for prospects. The workaround is, when creating a quote for a prospect a additionally text must be shown in the quote. I created a text field in Adobe LifeCyle Designer. So i need a command in the script. Do you have a idea how a can build up this process?

This one doesn`t work:

if(ProspectIndicator != 01) then this.presence = "visible"; endif

[former_member451927]

This problem can be solved by a rule in ALD

if (Z_Text_Prospect.rawValue == "X") then this.presence = "visible"; else this.presence = "hidden"; endif

[former_member451927]

...and within a z_field in C4C which filled with a "x" when this is a prospect

[dhruv_mehta · Accepted solution]

Hi,

There are multiple ways we can achieve this.

1. Rather than playing around in Adobe livecycle designer you can check if you can use Form Template selection.

2. Now lets get back into playing with ALD : First thing is Quote needs to have the field which have the data if the customer - prospect role. Check with Add field and i think this should be possible fairly easily with KUT.

Now once you it make it available for Quote Form. with KUT.

Now u have the field in Sales Quote BO which is available in ALD.

u can use resolveNode to get the field or just create a field which is nt visibile but binded to the BO field.

U can use the rawValue of the field to do some if else case.

I know its difficult to imagine this without screenshots but i hope its useful.

[former_member451927 · Accepted solution]

Hi Dhruvin,

that could be a variant. I must check this. I need a business rule which says: if prospect than show this field. But this is not so easy in the BO Quote.

Thank you!