Approve and Set Up Validation

Complete the template setup by approving it and adding tags for better searchability. Optionally, implement custom validation logic to display location- and subscriber-based eligibility warnings.

1. Basic Approval

   After creating a template, follow these steps to approve it and make it available to users:

   1. Locate the Sales Config Template record using the Template ID.
   2. Change the status from Draft to Approved.
   3. Add Tags to the template. Tags are optional but recommended, as they improve searchability and help locate similar templates. Tags are also helpful for building AI-driven use cases with the templating APIs.
      

      Note Make sure that the templates are in Approved status before they appear in the Enterprise Sales Management UI.
2. Advanced Setup: Location-Based Template Validation

   To display eligibility warnings for templates based on specific locations or subscribers, admins can optionally implement custom validation logic:

   1. Create a custom post-hook for the CPQ SearchSalesConfigTemplate API.

      This hook should contain the logic to filter templates based on location or subscriber criteria.

   2. Register your implementation class in Interface Implementation for CPQ under the CPQAppHandlerHook.
   When implemented, templates that are ineligible for the selected locations display a warning icon in the template list, helping users identify incompatible templates before applying them.

   

   Note This setup is optional. Without the custom hook, template validation still occurs when products are added to the working cart.