Example of Summary Variable Data in the Quote Line Editor
- Create a quote field with a label of Total Quantity and API Name of SBQQ__Total_Quantity__c.
- Create a quote field with a label of Hardware Total and an API Name of SBQQ__Hardware_Total__c.
- Create a summary variable that summarizes the list total of products within the hardware product family.Variable Name: Hardware TotalTarget Object: Quote LineAggregate Function: SumAggregate Field: List TotalFilter Field: Product FamilyFilter Value: HardwareOperator: Equals
- Variable Name: Hardware Total
- Target Object: Quote Line
- Aggregate Function: Sum
- Aggregate Field: List Total
- Filter Field: Product Family
- Filter Value: Hardware
- Operator: Equals
- Create a summary variable that summarizes the quantity of products within the hardware product family. This summary variable is the same as the one you made in Step 3. The only differences are that the name has a value of Total Quantity and the aggregate field has a value of Quantity.
- Create a price rule that searches for quote lines in the hardware product family.
- Within this price rule, create a price action that sets the Hardware Total field equal to the hardware total summary variable you made in Step 2.
- Create another price action that sets the total quantity field equal to the total quantity summary variable you made in Step 2. Both price actions target the quote.
- Add the Hardware Total and Total Quantity fields to your quote’s line editor field set.