Hello! If you’re here, you’re looking for how to pull groups into your amendments and/or renewals! You might have come from the Salesforce Idea page or perhaps google search….
App Exchange
This package is now on the AppExchange! Go install it!
Demo
There is a checkbox field, a trigger and a Price Rule involved. Fear not! All of it is right here.
Please NOTE: The Custom Checkbox field and Price Rule are to get around a “Legacy Renewal Service” issue. If you have the Legacy Renewal Service turned on, CPQ will not let the trigger set the Group Line Items field on the Quote object. So we set a custom version of this field (Has_Groups__c) to TRUE and then the Price Rule conditions on this custom field and checks the Group Line Items CPQ field on the Quote. If this Price Rule does not run, you will get a forever spinning “waiting” dots image because of a javascript error. Essentially, there are groups on the quote but the line editor doesn’t think there is because the checkbox is unchecked so it kabooms and waits forever.
Price Rule
This Price Rule is only for the legacy Renewal service (see the second note at the top). The new Renewal service does not have an issue with setting the Grouped Line Items checkbox on Quote but the legacy service does. We have no idea which service you’re using so this solution accommodates both!
Price Rule Name: Quote – Inject TRUE to Group Line Items
Special Fields
Here are some special fields you can create to get more control over when you pull line groups into renewals and amendments. They can be formula fields or editable checkboxes. You can then apply your own logic to determine when to pull groups.
Note: if these fields do not exist, the system will pull groups into renewals and amendments, respectively, all of the time.
| Field | Object/Location | Data Type | Description |
|---|---|---|---|
| Pull_Line_Groups_Renewals | Contract | Checkbox | Create a checkbox field! This can be a formula field or editable field. When checked, CPQ will pull Quote Line Groups from the original contract into your renewal Quotes. |
| Pull_Line_Groups_Amendments | Contract | Checkbox | Create a checkbox field! This can be a formula field or editable field. When checked, CPQ will pull Quote Line Groups from the original contract into your amendment Quotes. |
This is great, thanks. For users out there who use Service Cloud for CPQ, you can use the exact same code and rules, but the formula field needs to change a little bit. Here’s that formula:
IF( NOT( ISBLANK( SBQQSC__UpgradedContractLine__c ) ),
SBQQSC__UpgradedContractLine__r.SBQQSC__QuoteLine__r.SBQQ__Group__c ,
IF( NOT( ISBLANK( SBQQSC__RenewedContractLine__c ) ),
SBQQSC__RenewedContractLine__r.SBQQSC__QuoteLine__r.SBQQ__Group__c ,
”
)
)
This is great thanks! I’ve updated the article to incorporate this. Good catch!
Question on the price rule – in your experience do you not need a “false” pairing to the “true” you created? In other words, if I want to un-group a renewal quote, is it enough to delete the groups and save, or do I need a price rule that sets grouping to false based on a sumvar count of 0?
Ah yes, this is a good thought. How to “undo” this thing… Will the rule kill my ungroupings or set something wonky… The short answer is no. The long answer is: CPQ usually manages this checkbox for you as you group/ungroup in the line editor. But, for some reason, it does not do this when groups get inserted via trigger like the above. It omits the evaluation of grouped lines and setting of this field, hence the price rule is needed. In the trigger, it always thinks there are no grouped lines.
Hi Dennis,
It’s great to be able to pull the groups into the amendment and renewal quotes! I am testing the code, but when I tried to open the quotes updated by the code, the quote line editor failed to load (just hang there), did you experience this before?
Thanks.
Jacky
I had to hit the calculate button manually on the quote page, after the calculation completes, then get into the QLE. Not sure if it is something from our sandbox.
Have you implemented the Price Rule? This will happen if the Price Rule isn’t firing or isn’t there.
Ah! This is the thing that is missing! In the package settings, set “Calculate Immediately” to true.
I am also facing the same issue
Have you implemented and activated the price rule?
I was experiencing the same issue and setting Filter Value explicitely to NULL for the summary variable instead of leaving it blank did the trick for me!
I’m also encountering the same issue. I have to hit calculate first before the group line items to be set to TRUE.
There is a solution! In CPQ Package Settings, set Calculate Immediately to true!
Yes, I have implemented Price rule and activated.
I noticed that ‘Group Line Items’ in Quote is not updating to TRUE. This is the reason it just keeps loading on Quote Line Editor. When I manually make it to TRUE on the amendment Quote, the line editor loads and retains the Groups.
Thank you Yamin S. Your solution works!. I have explicitly given NULL in the Filter Value of a summary variable. Thank you D P 🙂
This is not working as expected when there is a package (product with product options)
Hey Azar. I’ve updated the code to accommodate. Let me know if this works. If not, send me a screenshot of what you’re seeing to dennis@morepalmer.org.
Dennis, I have activated the Price Rule but it will not fire automatiaclly after a renewal or amendment causing the QLE to be blank. I need to edit and save the QL to force a recalulation then it works great. From the other notes it appears this has happened to others. Was a solution ever found for this? Thanks Greg
Yes! The solution is to set “Calculate Immediately” to true in the CPQ Package Settings.
Any thoughts of modifying the class to use @InvocableMethod so it can be dropped into a flow or process builder instead of a trigger?
This is a great idea. Will update the article Monday morning to incorporate this. Thanks for the feedback!
I have not yet updated to enable this yet! This shall go on the list for next week.
Done! Updated to include this.
Adding on to Chris’ thoughts, is there any way to use twin fields and/or QCP to simplify or eliminate the use of code, and to minimize performance impacte?
Yes! QCP is currently in development.
Awesome. Will that eliminate the need for a trigger, or just reduce its performance impact?
Yes, QCP will eliminate the need for a trigger.
Hi, did you manage to convert this to run as a QCP rather than with triggers?
I have not! Even if it were a QCP, it would involve an APEX web service that does the group creating. The next evolution of this solution will be a callable method that is called by a scheduled process builder action so the code is executed outside of the standard CPQ processing.
I am still not able to get this to work. One of the 2 issues happens:
1) It just spins when I do the amendment (in that case, everything gets created as expected, just have to click out and back in like others have mentioned). I have Calculate Immediately on.
2) When I tried to do the ‘NULL’ instead of leaving filter value blank in the summary variable (as some mentioned resolved their issue), it doesn’t spin anymore but it just groups all of my lines into 1 big group rather than splitting them out as expected. I’m not overly shocked by this considering every line is going to have SBQQ__Group__c != ‘NULL’ since its either an ID or blank and would recommend anyone else who tried this method to re-look and make sure it is functioning correctly.
Any help would be greatly appreciated.
1) The spinning happens because the Group Line Items field is not checked. The explicit NULL resolves this.
2) I’ve updated the trigger code. Try it and let me know if it’s still is grouping in one big group.
The reason 2 was happening is because it is not creating the groups (bug in code) and then the price rule flags the quote as grouped so the line editor makes a group and assigns it to every line.
Hello, this is great! Thank you for sharing this information.
I am trying this out in the Sandbox and sometimes I am getting an error of ‘No metadata was retrieved for field null.Name’ from the Quote Line Editor screen. Is that related to this? I updated the code per your note, but still seem to be seeing the error.
Thanks!
Hey Sean, I have not seen this error implementing this solution. Do you have other price/product rules or a QCP?
Updated QuoteTriggerHelper! Update yours and try again!
Explicit NULL resolved the issue – What exactly you changed? I am also facing the spinning issue in the QLE on amendment.
Hi DP, do you have a test class for the helper class? I am not a developer and need some help in doing this one.
Added to the post. Thanks for the reminder!
Hi Denise, thank you a bunch for writing this article. I have followed the instructions that you provided, however when I go to test this, I created a quote with 2 groups, contracted it, and amended it, however, my amendment quote only contains one group always called “Group 1”; I am not getting any error messages or hangups. Any ideas what the problem could be? Thank you in advance.
Hi Brian,
For some reason, your groups are not being created by the trigger. Then the price rule is setting it as grouped. I am going to re-implement this in a fresh org to see if I can reproduce this issue as it is happening to a few of you.
Updated QuoteTriggerHelper! Update yours and try again!
Hi Dennis, thanks for the help on this, however, I am still seeing issues.
– When I try to amend an existing contract with groups, CPQ tries to load the line editor page but instead, the page just tries to load forever.
– I am still seeing odd formatting loading on the line editor page for segmented products
– Creating a new quote always creates a group; I think you said in another post that for now it is required, however our business case doesn’t always require groups on quotes, and grouping does affect the quote line section on quote templates, so if something could be done about that, that would be great.
Thanks!
-Brian
Yes I am looking for solutions to the “groups are required” part of this. For now there is no solution as CPQ unchecks that box if I check it directly in the code.
I’ll be adding segmented products to my testing agenda for the next release of this solution.
Hi Dennis,
Even after adding the NULL in the filter value of the summary variable and updating to your most recent Apex class and trigger code, my groups are not persisting and are being combined into one group for both Renewal and Amendments. I have checked to ensure Calculate Immediately is checked in the CPQ settings, the price rule is active and the trigger is active. I there anything else I could check?
Thanks so much.
Hi Dennis,
After going through the latest here in terms of the Apex class, trigger and adding NULL in the summary variable. We are experiencing the issue where the groups are combined in to one group. Calculate Immediately is check on as well. Is there anything else we can check or that might cause this? Note, posting again as I am not sure my original post went through.
Thanks so much.
Updated QuoteTriggerHelper! Update yours and try again!
Hi Dennis,
Another thing I am now noticing is when I go to add products in the QLE, when I add a product it is automatically put into a group. Hitting ungroup does not take the product out of the group. It’s as if I am forced to use groups.
Thanks for any thoughts here. Matt
Hey Matt,
A couple things about all the comments!
– For some reason, your groups are not being created by the trigger. Then the price rule is setting it as grouped. I am going to re-implement this in a fresh org to see if I can reproduce this issue as it is happening to a few of you.
– Yes the price rule makes it so that all quotes have groups. You can put in a price condition so only renewal/amendment quotes with original lines that have groups fire this rule.
Thanks, Dennis, I really appreciate the help! Some additional details- it seems like whenever any quote is created, there is always a “Group 1” present that cannot be removed. Also, the formatting for our segmented products seems to get wacky.
FYI: This solution requires groups. The Price Rule forces it. I am actively looking for a way around this but for now, you’re forced into groups.
Hi DP,
We used this and working as expected but after deployment instead of just recreating the QL groups, it is also creating extra groups. For example, 4 QL groups on the Original Quote, on Amendment/Renew it is now 8.
Hi Justin, this is great feedback. I’ll be reviewing the solution to solve for this.
Hello it’s been a while. This has been updated to eliminate a situation where duplicate groups are created. 👍🏻
Hi DP,
Thanks for the fix. We used this and working as expected but after re-amendment, grouping not working as expected, it is also creating extra groups. For example, 2 QL groups on the Original Quote, on Amendment/Renew it is now 4 and if it has 4 QL groups its creating 8 new grouping.
Yes! This is a known bug. I’ll be reviewing the solution to accommodate this. Thanks for the feedback!
Hi Dennis,
This is such an important functionality, unfortunate that it is not out of the box. Thank you for posting this solution here. Just wanted to ask if you are aware of any other workarounds to the endless spinning upon entering the Quote Line Editor and once in the QLE, the Quote Groups not persisting. I see that this is an issue that other users have faced, I have tried turning on Calculate Immediately and explicitly using NULL in the Summary Variable but to no avail.
Thank you for any thoughts,
Erik
Hi Erik!
The endless spinning is because of the “Group Line Items” checkbox not being checked. It turns out, currently, to have this solution, you must always check this box on all Quotes for it to work properly at all times.
Hello! when trying to Amend a Contract (the original Quote has Subscription Lines and Asset Lines), the Assets Quote Lines on the Amended Quote do not have a value on the SBQQ__Group__c field. This resulted in the endless spinning because some of the Quote Lines have blank Groups.
Hi Armand!
The class has been updated to include Assets! Good catch!
Hello! Does this also preserve group for renew subscriptions on the quote line editor? Is there a way to achieve that? Thanks!
Yes! This will pull all your original groups from your original quote into the renewal quote and assign the new group records to all of the appropriate quote lines.
Hello! So having issues with Renewed Quotes…
My company does Subscriptions per Year in Quote Line Groups. So we use the Subscription Start Date and Subscription End Date on QLGs heavily as that becomes the New Effective Subscription Date.
That means a bundle for 3 years starting 5/25/2022 – 5/24/2025 would be created across each Group with its individual line such that:
Year 1 QLG: Bundle A – Start Date 5/25/2022 End Date 5/24/2023
Year 2 QLG: Bundle A – Start Date 5/25/2023 End Date 5/24/2024
Year 3 QLG: Bundle A – Start Date 5/25/2024 End Date 5/24/2025
That being said, when a Contract is Activated and the Opportunity is Closed Won – the Renewal Opp is created and for testing, I check the Renewal Quote checkbox.
The problem on the Renewed Quote I’m seeing is :
A. The QLE Screen is stuck on Loading
B. Looking at the Quote Lines on the Created Quote all have incorrect Effective Start Dates / End Date
For Example
Year 1 QLG: Bundle A – Start Date 5/25/2022 End Date 5/24/2023 – Original Quote Line
Year 1 QLG: Bundle A – Start Date 5/25/2023 End Date 5/24/2023 – Renewed Quote Line
So all my Dates are screwed up – wondering if there’s a solution to this or if I should just clear this out? Or not sure tbh, because if the Renewal Dates don’t continue on from the Original Quote where
Renewed Start Date for Year 1 QLG Bundle A would be: Effective Start (Original Quote Line) + 36 or at least follow the Subscription Term in Months for the QLG?
I am stuck at the exactly same scenario as well where we use QLGs as subscription years.
Hey Ann Marie Jo! The stuck on loading is usually the Group Line Items checkbox not being checked. But it could also be because one or more of your lines don’t have a QLG? Check to see if that’s the case. If so, I can create this scenario in my org and debug through to see what the deal is. Sorry for the late response!
Hiya –
So for some reason, the QLG Groups are carrying over for most QLI but not some components. Is there a reason why this is happening? This is tied to the same issue I posted.
Would love to talk to you about this – maybe I could book your services for an hour or two’s worth of consult?
Yes! You can definitely book some time! Shoot me an email at dennis@morecpq.com and we can set something up!
Wondering how this was resolved?
My org uses Quote Line Groups for multi year deals but when I’m using this tool, it’s not properly sending in the new dates.
For example,
QLG 1 – Jan 1 2022 – Dec 31 2022
QLG 2 – Jan 1 2023 – Dec 31 2023
QLG 3 – Jan 1 2024 – Dec 31 2024
I’d expect the groups to create:
QLG 1 – Jan 1 2025 – Dec 31 2025
QLG 2 – Jan 1 2026 – Dec 31 2026
QLG 3 – Jan 1 2027 – Dec 31 2027
but it seems to be just cloning them.
That is correct. This tool assumes nothing about your requirements. If you need specific dates, you’d need to handle that automation.
I have used the code provided and created the price rule and ran the script too. On renewal quote, I can see the Group Line Items field is checked as well. However, I am still seeing a forever waiting dots on quote line editor. Can you help me fix this?
Hey Vaibhav! The stuck on loading is usually the Group Line Items checkbox not being checked. But it could also be because one or more of your lines don’t have a QLG? Check to see if that’s the case. If so, I can create this scenario in my org and debug through to see what the deal is. Sorry for the late response!
Heya,
The issue I’m seeing is that we’re when an Amendment is created on a Renewal Opp; the groups are inheriting from the Original Quote and not the renewal.
e.g. Quote has 3 lines running from April 1st – June 31st this is then contracted
A Renewal opp is generated from the original contract and the Quote is updated to have 3 lines running July 1st – September 30th this in turn is also contracted.
When an amendment is made on the renewal opp the Quote Line groups are showing dates for April 1st – June 31st and not July 1st – September 30th
This is resolved. Thanks for the tip and testing! There’s an updated installer link in this article. Let me know if you still have issues.
Hello!
I am running into an issue when running a second amendment on the Contract.
Error Message: Error:Error while saving Quote Lines:SBQQ.ValidationException: [“QuoteTrigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 8 with id a8L5b000003wSsOEAU; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Line 9: Select a start date on or after ’11/15/2022′.: [] Class.QuoteTriggerHelper.insertMissingAmendmentRenewalLineGroups: line 142, column 1 Class.QuoteTriggerHelper.doInsertMissingAmendmentRenewalLineGroups: line 14, column 1 Class.QuoteTriggerHelper.runTriggers: line 6, column 1 Trigger.QuoteTrigger: line 3, column 1”] (System Code)
The original quote has 3 QLG divided into Year 1, Year 2, Year 3 spanning 4/30/2021-4/29/2024
The amendment was done 11/15/2022 to the end of the contract term.
We are trying to do another amendment, but are running into that error message.
It seems to be related to that amended quote that’s been contracted into the original contract.
I checked that Quote and it does have Groups as well called Year 2, Year 3.
What is the fix for this sort of situation? Thank you!
Oh no! Let me see if I can resolve this error. I must be doing something that assumes the start/end dates are the same across groups.
Hello, thanks for sharing this code. We ran into a bug where it doesn’t work for amendments that have bundles. CPQ inserts the bundle parent quote lines first, and then the child quote lines – at least in the contract we were using. The code runs when the bundle parent quote lines are inserted, due to a parent quote update, and sets the SBQQ__Group__c field on those quote lines. Then when the other quote lines are inserted, it skips them, because it’s already set up the groups on the quote and flagged the quote appropriately. That results in some child quote lines having a missing SBQQ__Group__c value, and there being an error in the amendment workflow
Sorry for the late reply! I’d love to see this situation’s data and contract flow. I’ll do some testing on this on my end.
Hello Dennis,
Thanks for sharing this solution.
We have a use case for Group with having Startdate and Subscription Term need to set , for which we used QCP.
With this logic added , when we do an amendment with group , it will not load the Quote lines and continuously show the spinner on the screen.
Please share your thoughts.
Hey sorry for the late reply! Hope you had a great summer! I would need to see your actual setup to make any recommendations. However, the infinite spinner happens when the checkbox on Quote for grouped lines is unchecked when there are lines that are grouped.
The continuous spinner happens when you have legacy contracting service enabled and don’t have the price rule for flagging the quote as having groups.
Hi Dennis –
This has been working great when the CPQ package setting has Legacy Amend/Renew Service turned off. We are turning it on for some functionality to work and we are now getting the spinning wheel. The spinning wheel is not from the SBQQ__LineItemsGrouped__c not being checked. The field is checked correctly. It’s actually because the quote lines’ SBQQ__Group__c are showing no value (NULL). The quote line group was created, but not being associated with any quote lines.
If we turn the Legacy Amend/Renew Service off, the quote lines are linked to the group ok. But with it on, the lines are not linked to the group. Do you have any suggestions?
Thank you.
Hey there. I’ve updated the version in appexchange to 1.5. Can you install this and try again? You may get the same result but I wanted to check to see if this version solves your issue before diving into it further.
Thanks, Dennis.
I installed version 1.5 and this time, the quote line group did not get created on both amendment tests. Thank you.
Interesting! Was this on existing contracts from existing quotes or did you install, then create fresh quote and contract and then amend?
I installed version 1.5, went back to an existing contract, and amended 2x to create the amendment quote/oppty. Viewed the quote and didn’t see the groups created.
I tried again today on a new contract (created from a new quote) and amended this contract. The result was the same w/ no quote line groups created. Weird.
Interesting! I’ll try doing this perhaps tomorrow. Do you have legacy amendment enabled in package settings?
Thanks, Dennis.
The package’s Subscriptions and Renewals tab does have Legacy Amend/Renew Service checkbox checked.
Ok. I think this is the culprit. I’m working on a solution for the legacy service.
Hi Dennis,
Thanks for sharing this! I am currently implementing this but am running into an issue that I see has been mentioned on this page before. After amending once with the addition of let’s say 1 product per group in a total of 3 groups, when I go to amend a second time, the new products that were added in the first amendment have been moved to newly created groups.
Has there been any update regarding this? Appreciate your time and effort!
Best,
Thomas
Hi Thomas!
I have a new version in the hopper ready to release to the appexchange. Sit tight! This one was a doozy to solve but it’s working!
Hi Dennis,
Do we need to create this Price Rule and two special fields to utilise the package feature or all is covered?
How can i know my renewal process is legacy or new?
Thanks,
Rajesh
The installer will set up the fields and price rule for you.
The renewal process is in package settings for cpq.
Hi, after uninstalling the package we got the error:
Error: No field called QLGRenewAmend__Has_Groups__c exists on the SBQQ__Quote__c object.
There is no more access to the Edit line!
Can you give me some advice, why and how remove your package without getting this error?
Best,
Steph
Did the package successfully uninstall? If so this is a price rule you have to manually remove. 👍🏻
Deleted the price rule, Im still facing the same error, please help.
Hey there. You might have to remove the price rule first. So reinstall, restore the price rule from the recycle bin, run a test of the line editor, then remove the price rule again, test the line editor again, then uninstall.
Also I believe removing the price rule first and then uninstalling is the way to go.
Hi Dennis,
Thanks for sharing this tool. It’s working great when we have less number of groups in Quote. I was able to create the quote line groups for Amendment where there are upto 15 groups in main quote. When it crosses 15 groups it just keep spinning when we amend the contract. Is there any way it can support more groups. We generally have even 30+ groups in single quote. Could you please let me know if this tool can support these number of groups?
Thanks,
Ashutosh
Hi there. This tool, like many others, is contingent upon the system it is in. If your groups have many quote lines and you have many groups, it will timeout and/or endlessly spin.
That being said, If you go into your settings and allow Morecrm access, I can get in there and have a look.
Hi Dennis,
I installed this product in my sandbox and looking for renewals group Solution. While renewal quote is generated empty groups are coming without products and adding additional group with products. Can you please help us to find the what is the issue. Is something we missed in configuration. Looking forward for help on this.
Thanks,
Veni.
Hey Veni. If you have any other automation around quote and quote like, those automations should be reviewed to make sure they’re not interfering with renewal/amendment creation.
Hi Dennis,
On Renewal Quotes, Quote Line Groups are pulling in the Old start date (Start date set on the Original Quote) , instead of a renewal Date which is the next day after the contract enddate.
For Ex. Original Quote has Start Date 10/01/2024
QLG Start Date is 12/01/2024
Term: 36 Months
Upon Renewal : Quote Start Date is 10/01/2027
QLG Start Date: 12/01/2024 —-WRONG
Correct. This tool pulls line groups into the quote. You’d have to write your own automation to modify data on the new groups.
Hi SP, were you able to solve for this issue? I think we are seeing this same behavior.
Dennis I did send you an email about this as well, then found this post after the fact.
I dont understand why it would be pulling groups from 2 quotes ago, or it seems to be.
It’s because the subscriptions linked in the quote lines are the original subscriptions which are linked to the original quote lines which are linked to the original groups. It’s quite annoying. 🙂
I will be doing an update to this which will create subscription groups on a contract. Then we can keep track of the latest and greatest groups and copy them from the contract instead of having to find them in quotes linked to amended/renewed subscription lines.
Hi! do you have any news to share about the update you mentioned you would be doing?
Sorry I haven’t had time to build this update! It’s been super busy this past year.
this can only be installed to Production? The app only lets you install only on Prod
Hmmm there should be an option to install on a sandbox within the app page on appexchange.
it doesn’t have that option to install in sandbox. i can’t attach a screenshot here.
You can shoot screenshots to dennis@morecpq.com 🙂
i just send a screenshot. Thank you!
Hi Dennis,
I installed this product in my sandbox. while I am amending the contract It just spins
You can make a price rule to set line items grouped to true. Then retry the process. If that doesn’t work, there may be some automation preventing your lines from being grouped.