In addition to Expected Quotes always being updated on Future Renewals, you can choose which quotes are adjusted at the same time a renewal is refreshed. 


  • Do Not Update Draft Quotes - Will not update any non-expected quotes that are in a "Draft" approval status.
  • Update Draft Quotes - Will update any non-expected quotes that are in a "Draft" approval status.
  • Custom Field Criteria - Uses a custom field you create on the Quote to define which non-expected Quotes should be updated. See below for some example formulas of Custom Field Criteria and how to enable it.




Custom Field Criteria:


To use the Custom Field Criteria:

  • You'll need to create a field on your quote object. We suggest a "Formula" type field. The return type must be "checkbox".  See the example formulas below.
  • Once the field has been created, you'll need to update the settings. Go to the TYSO Setup Tab --> and then to Automation. Find the Future Renewal Quotes drop down and select "Custom Field Criteria". 
  • Next, find the Future Renewal Quote Criteria drop down, and select your newly created field.
  • Click "Save Settings" and you'll be good to go for the next time the refresher is run. 


Example formulas:

  • Do not update it if the last person to modify the Quote is the Opportunity Owner
    • IF(LastModifiedById==Opportunity.OwnerId, FALSE, TRUE)
  • Do not update if if the Annual Contract Value is greater than the Expected Renewal Value
    • IF( tysoxrr__Annual_Contract_Value__c> Opportunity.tysoxrr__Expected_ACV__c, FALSE, TRUE)
  • Do not update the quote if the Status is in anything other than "Draft".
    • IF(NOT(ISPICKVAL(Status, "Draft")), FALSE, TRUE)
  • These are basic examples, so you can also chain them together or use or statements. Here is an example of two pieces of criteria chained together:
    • IF(LastModifiedById==Opportunity.OwnerId, FALSE, IF( tysoxrr__Annual_Contract_Value__c> Opportunity.tysoxrr__Expected_ACV__c, FALSE, TRUE))