SECTIONSServices CPQ Templating Settings
Use these settings to control the behavior of templating in Services CPQ.
| Field |
Description |
Default Value |
|---|---|---|
| Estimate Templating Fields | The API name of the field set that defines the estimate fields to copy when adding records from a template or creating an estimate from a template. | ffscpq__Copy_From_Template_Estimate_Fields |
| Estimated Expense Templating Fields | The API name of the field set that defines the estimated expense fields to copy when adding records from a template or creating an estimate from a template. | None |
| Estimate Line Set Templating Fields | The API name of the field set that defines the estimate line set fields to copy when adding records from a template or creating an estimate from a template. | ffscpq__Copy_From_Template_Line_Set_Fields |
| Estimate Role Request Templating Fields | The API name of the field set that defines the estimate role request fields to copy when adding records from a template or creating an estimate from a template. | ffscpq__Copy_From_Template_Role_Request_Fields |
| Estimate Role Skill Templating Fields | The API name of the field set that defines the estimate role skill request fields to copy when adding records from a template or creating an estimate from a template. | ffscpq__Copy_From_Template_Skill_Request_Fields |
| Estimate Task Templating Fields | The API name of the field set that defines the estimate task fields to copy when adding records from a template or creating an estimate from a template. | ffscpq__Copy_From_Template_Estimate_Task_Fields |
| Vendor Line Item Templating Fields | The API name of the field set that defines the estimate vendor line item fields to copy when adding records from a template or creating an estimate from a template. | None |