Happy Business Starts Here

How do we add new fields to the product selector page on Zuora quote?

Highlighted
Zuora Staff

How do we add new fields to the product selector page on Zuora quote?

Example: Need to add the Included Units 

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Zuora Staff

Re: How do we add new fields to the product selector page on Zuora quote?

Follow the below steps To add the Included Units field on the product selector page.

  1. Navigate to SetupCreate > Object > Quote Rate Plan Charge.
  2. In the FieldSets section, click Edit for the Display Charge Fields fieldset.
  3. Drag and drop the Included Units to the In the FieldSet The fields should be added to below Product Name and Charge Name fields:

1a.jpg

  1. Click Save. Now the Included Units will appear in the Product Selector, and your quoting users will be able to override the values at the charge level.

1b.jpg

 

Thank you !

View solution in original post

1 REPLY 1
Highlighted
Zuora Staff

Re: How do we add new fields to the product selector page on Zuora quote?

Follow the below steps To add the Included Units field on the product selector page.

  1. Navigate to SetupCreate > Object > Quote Rate Plan Charge.
  2. In the FieldSets section, click Edit for the Display Charge Fields fieldset.
  3. Drag and drop the Included Units to the In the FieldSet The fields should be added to below Product Name and Charge Name fields:

1a.jpg

  1. Click Save. Now the Included Units will appear in the Product Selector, and your quoting users will be able to override the values at the charge level.

1b.jpg

 

Thank you !

View solution in original post