SteelBrick CPQ allows you to manage certain custom-developed pages. For example, when users click the Edit Lines button on a quote, they see a list of columns and rows. These rows have some editable fields, such as Quantity.
Now the column page that displays when users click Edit Lines on a quote contains the additional column called "Custom Fields" next to an Edit link. Instruct users to click this link to make changes to additional fields.
If you want different users to see different fields or columns on the Edit Lines page based on the type of user or type of quote, set up dynamic field sets to use in different scenarios. For example, you might want your direct to customer quotes to show users both list prices and net prices, while your indirect quotes also display a partner discount column. We'll show you how to walk through this process with an example.
In this example, we will create two field sets: "Direct" and "Indirect."
In the formula field, we specify using the indirect field set by returning "Indirect" when the opportunity for the quote is indirect based on a custom field.
The page below shows what users would see if they click Edit Lines from a quote that has Direct selected in the Partner Type field.
The page below shows what users would see if they click Edit Lines from a quote that has Indirect selected in the Partner Type field, indicating it shows the additional partner discount and total columns.
To set up dynamic field sets: