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Skip flow choice in product selector

We are looking into streamlining the guided product selector, and since the user always will select the same flow in the first step we want to automatically select this to avoid this click in the process. Is this possible somehow?

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Zuora Support

Re: Skip flow choice in product selector

Hi @Dennis_Nilsson1,

Can you please elaborate this issue a little more and let me know the use case in detail so that I can help you better? Do you want same flow in the first step for all types of Quote?






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Valued Scholar

Re: Skip flow choice in product selector

@Hina Our goal is to go directly to "step 1" in the product selector flow because we will always only have 1 flow and we will always be starting at "step 1". Or alternatively as described, skip the flow completely somehow and just let the users choose products instead of choosing a flow.

Support SME

Re: Skip flow choice in product selector

HI @Dennis_Nilsson1 , 

I have not implemented this, but you may be able to do this in a couple ways.
 
1) Use the "Update Record" plugin on the CreateQuote component to direct to the EditProducts page including the "flowId" and "stepId" URL parameters. These parameters should store the SFDC Ids of the Guided Selling Flow and Guided Selling Step objects, respectively.
 
2) Use a blank VF page as a placeholder redirect that calls an "on load" action to perform the step above and additionally pass through the "stepNumber" URL parameter. In the Quote Wizard Flow you would replace the "Edit Products" page with this placeholder page.
 
Hope this helps
 
Thank you





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Re: Skip flow choice in product selector

@doyeli thank you for the suggestion, we will evaluate this.

To be clear, this is not something you have actually tested?

Support SME

Re: Skip flow choice in product selector

Hi @Dennis_Nilsson1 Sorry for missing your note earlier.

To answer your specific question, no, I have not tested this myself but based on my checking with internal teams, could gather this pointer from Zuora Global services team

 

Thank you






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