Happy Business Starts Here

Highlighted
Zuora Support

How to change the guided selling flow name and filter the types of the quotes.

Issue:  Customer was using default guided selling flows 

 

i. New quote flow

ii. Renew/amend quote flow

 

they want to change the names of the flows, but when names are changed both flows are visible while creating the quotes. Correct flow is not selected while creating the flow when the names are changed.

How do we change the names of the flows and filter the flow based on the type of quote being created?






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 REPLY 1
Zuora Support

Re: How to change the guided selling flow name and filter the types of the quotes.

Solution:  

 

The flows names customer selected here have now are default names which are filtered by our managed package code for any New quote or Amend/Renew quote. In order for you to change the names of these flows names and accordingly change the quote flow you would need to follow the steps provided in below KC.

https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/C_Component_Library/B_Global_C...






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √