The scenario:
In this scenario, you would like to create a view on your order form that shows your line items that are segmented in multiple years in distinct different sections. This option will be selectable so you can toggle between it, even in scenarios where you have multi-year deals.
| NOTE: This requires to use Quick MY segmenting of mulit-year line items to work effectively. |
How to set it up:
First off, we'll need to create a few fields.
These fields will be used to filter the lines, and also to make the sections selectable on the order form.
| Object | Suggested Field Name | Type | Details | |
| 1 | Quote | Show MY Tables | Checkbox | |
| 2 | Quote Line Item | Order Form Product | Formula | Product2.Name |
| 3 | Quote Line Item | Line Item Group Name | Formula | CASE(tysoxrr__Line_Period__r.tysoxrr__Type__c, "Yearly", "Year "& TEXT(tysoxrr__Segment_Number__c), "Full Term") |
Screenshots of the field setup:
Next, we'll need to create a table to show Quote Line Items.
- Browse to TYSO Setup --> Order Schedule --> Manage Groups
- Click "Add Group"
- In the drop down, select "Quote Line Item" and click the arrow to confirm.
- Add the fields in columns you want to show in the Table. In this table is where we will use the "Order Form Product" formula we setup in the first step.
In the next step, we'll create the sections to show the different years.
- Browse to TYSO Setup --> Order Schedule --> Manage Template Content
- Select the Template you want to edit
- Click "Add Content". You'll need to repeat this for each of the years you want to show, plus the standard full term items. For example, if you wanted to show up to 3 years, you'll need to click "Add Content" 4 times.
- For each section you'll need to set the filter for the lines as display criteria. In this case, we're filtering "Full Term" and "Year 1" or "Year 2". In the display criteria, set it to "True" for the "Show MY Tables" on the tables to be shown when checked, and set "Show MY Tables" to "False" on the non multi-year tables. The screenshot shows an example below.
Lastly, we need to setup the field that will be used to show and filter the lines.
- Browse to Setup --> Develop --> Custom Settings --> Manage (Next to Order Schedule Content)
- Find the Content Sections you created, and click "Edit", in the "Filter Field" input, add the API name of the Quote Line Item Field we created earlier. Click "Save" and repeat. The example below shows all pieces of content and the filter field values.
That's it! Now you can check and uncheck the "Show MY Tables" box on the Quote. If you have lines that match the criteria, the different tables will be shown.