You can configure objects other than Service Points, Service Accounts, Premises, or Subscribers for use on the group page.
To configure a new grouping object:
- Go to Setup.
- In the Quick Find box, type meta, and click Custom Metadata Types.
- Next to CPQ Group Member Type, click Manage Records.
- Click New.
-
Fill in the following required fields. Using merge fields for the Vlocity
namespace is recommended. Examples are for the Service Account object
type.
Field
Example Value
Description
Label
Service Account
Tab label on group page
CPQ Group Member Type Name
ServiceAccount
Unique internal name used by the API and managed packages
Member Object Name
Account
API name of the object
Order Field Name
%vlocity_namespace%__DefaultServiceAccountId__c
API name of the Order field that stores the Id of the associated group member record
Order Product Field Name
%vlocity_namespace%__ServiceAccountId__c
API name of the OrderItem field that stores the Id of the associated group member record
Order Member Field Name
%vlocity_namespace%__ServiceAccountId__c
API name of Order Member field that references the group member record
Quote Field Name
%vlocity_namespace%__DefaultServiceAccountId__c
API name of the Quote field that stores the Id of the associated group member record
Quote Product Field Name
%vlocity_namespace%__ServiceAccountId__c
API name of the QuoteItem field that stores the Id of the associated group member record
Quote Member Field Name
%vlocity_namespace%__ServiceAccountId__c
API name of Quote Member field that references the group member record
-
Fill in the following optional fields if needed. Using merge fields for the
Vlocity namespace is recommended. Examples are for the Service Account object
type.
Field
Example Value
Description
Display Sequence
3
Tab position on group page
Active
(checked)
Determines whether tab appears on group page
Record Filters
%vlocity_namespace%__Status__c != 'Inactive'
Query condition to determine which records to include
Record Type Name
Service
Developer Name of the Record Type to include, leave blank to include all records
- Click Save.