Design section overview

In the "Design" section, you can create different controls. 

1a. Under Properties you can control Panel Direction, Up to down or Left to right. 

1c.png

1. Text - useful for collecting contact information (name, phone, email).

cpq1.png

Properties:

1a. Label that can be re-named and displays what the end-user sees.
1b. Unique Key is an identifier that is used for provisioning purposes.
Required defines if it's required for Customer to fill this field.

1c. Default Value defines which value the Customer will see at the start of buying. Equals to 1 by default.
1d. Is multiline defines if Customer will see a single line or multiline.
1e. Pattern type dropdown with options "Custom", "Email", "Phone"; is enabled only when "Is multiline" is unchecked; defines which validation type will be applied when Customer tries to fill control.
1g. Custom RegEx Pattern is enabled only when "Is multiline" is unchecked and "Pattern type" = "Custom"; defines which regex validation will be applied.
1h. Min Length number box, optional; defines if Customer input should have at least "Min Length" chars. Max Length - number box, optional; defines if Customer input should have not more than "Max Length" chars.

 

Note! It is possible to localize control label for different languages.
Note! Each option has an arrow to move it up or down on the list. Clicking an arrow moves the option up or down by one position.

2. Link - The Link component allows users to add links to external resources or pages within the CPQ presenter form. 

cpq 2.png

3. The "Number" defines unit price and is a mandatory field. 

3 cpq.png

 Number - is used to collect some quantitative metrics from the customer.  Example: the control "Quantity"  can participate in the calculations so as to form a price of the form Quantity * 10 $. The control is used only inside the Quantity Price Table function. 

3a. The label that can be re-named and displays what the end-user sees. 
3b. Unique Key is an identifier that is used for provisioning purposes. 

3c. Use as Quantity - Use value from this number field as "main" quantity users see for your offer

3d. Default Value - a quantity that is the default during purchasing
3e. Min Value / Max Value - quantity control restrictions, the Max Value cannot be more then 9 digits.


4
.Checkbox allows users to select or deselect specific options they want to include in their configured product.

4 cpq.png

 

5. Date - intended to add the date.

5 cpq.png

5a. The label that can be re-named and displays what the end-user sees.
5b. Unique Key is an identifier that is used for provisioning purposes.
5c. Required defines if it's required for Customer to fill this field.
Default Value date box; is required; defines which value Customer will see on the start of buying. Equals to today by default
5d. You will be able to configure it on "Dynamic logic" tab later

 

6.  Panel - control for design.

6 cpq.png

6a. The label that can be re-named and displays what the end-user sees. 
6b. Panel Direction - the direction of drawing (horizontal/vertical).

 

7. Radio - needed for cases when there is some small number of options offer to the customer. And can influence the price. Example: control "Color" with options "Red", "Green", "Yellow"; does not affect the price. Control "Memory Size" with options "128 GB" and "256GB"; 128GB costs $ 10, 256GB costs $ 30 affect the price (this can be used for Choice Price Table function).

7 cpq.png

7a. The label that can be re-named and displays what the end-user sees. 
7b. Unique Key is an identifier that is used for provisioning purposes or when the pricing plan is updated. If rename a unique key when cloning a plan, this will be considered a new control. 

7c. Click the checkbox based on the following options you will use: Use external values, Use external values with prices, Use as Billing Cycle

7d.Default Value defines which value the Customer will see at the start of buying. Equals to 1 by default.

 

8. Dropdown - performs the same function as a radio, the only difference is appearance.  

8 cpq.png  

 

9. Business -It is possible to add a 'Tenant' control in the form designer, providing a way for the customer to choose the Azure Tenant for which they are ordering a subscription, with the following options: Universal Tenant Domain, Microsoft Tenant Domain, and Vendor Configuration.

9 cpq.png

9a. The label that can be re-named and displays what the end-user sees.
9b. Unique Key is an identifier that is used for provisioning purposes or when the pricing plan is updated. If rename a unique key when cloning a plan, this will be considered a new control.
Required defines if it's required for Customer to fill this field.

 

11.a Label -Provides useful description messages for Customers.

11 cpq.png

11a. The label that can be re-named and displays what the end-user sees.

 

11.b LineBreak - control to improve the design. Used as part of horizontal panels. It allows achieving line breaks.  

11c. Space - control to improve the design.

NOTE! If a required option is skipped for filling, a warning icon will be displayed in the corresponding section.

req.png

Was this article helpful?

0 out of 1 found this helpful

Add comment

Please sign in to leave a comment.