Create a Conditional Custom Action
- From your custom action record, in the Custom Action Conditions related list, clickNew Custom Action Condition.
- Choose the target object that contains the field to evaluate.
- Choose the target field to evaluate.
- Choose a value for the operator to use in the comparison.
- Provide a text string for your filter value. This string represents the value you compare against the value of your target field.
- Save your custom action condition.
- From your custom action record, choose a value for the Conditions Met field. This field specifies whether your custom action must meet any or all its conditions in order to show its button in the quote line editor or configurator.
