Playbook Question

Prompt for user input that dictates how a Quote should be configured within a Playbook.

API Name	Label	Description
Amendments_Take_Latest_Answer__c	Amendments Take Latest Answer	Determines if the answer to this Question should overwrite an existing Contract Answer when performing a Contract Amendment and the existing Contract is being maintained.
Answer_Type__c	Answer Type	Type of field where Users will place the question's answer
Default_Field_Value__c	Default Field Value	Field from CPQ data objects to use for default value for answer. Valid objects include: 'Account', 'Opportunity', 'Quote', 'Contract', 'Profile', 'UserRole', and 'User'. Example: "Profile.Name"
Default_Value_Boolean__c	Default Value (Boolean)	If related question answer type is 'Boolean', default value to use for answer. If Default Field Value is populated, that takes precedence over this value.
Default_Value_Currency__c	Default Value (Currency)	If related question answer type is 'Currency', default value to use for answer. If Default Field Value is populated, that takes precedence over this value.
Default_Value_Date__c	Default Value (Date)	If related question answer type is 'Date', default value to use for answer. If Default Field Value is populated, that takes precedence over this value.
Default_Value_Decimal__c	Default Value (Decimal)	If related question answer type is 'Decimal', default value to use for answer. If Default Field Value is populated, that takes precedence over this value.
Default_Value_Integer__c	Default Value (Integer)	If related question answer type is 'Integer', default value to use for answer. If Default Field Value is populated, that takes precedence over this value.
Default_Value_Text__c	Default Value (Text)	If related question answer type is 'Picklist', 'Multi-Select Picklist', 'Text', or 'Text Area', default value to use for answer. If Default Field Value is populated, that takes precedence over this value. NOTE: if using for the 'Record Lookup' answer type, enter a semicolon delimited list of records IDs.
Display_Label__c	Display Label	Displayed label Users see in CPQ
Display_Order__c	Display Order	Order in which question should be displayed in its group. Lower numbers appear first
Do_Not_Create_Answer__c	Do Not Create Answer	Scenario(s) where answer should not be created. Allows Question to potenially only serve as a dynamic calculation item in a Quote.
Do_Not_Upgrade_Answer__c	Do Not Upgrade Answer	Contract upgrade scenario(s) where answer should not be pulled in from a contract answer
Help_Text__c	Help Text	Extra information about question to be displayed to Users in a help text tooltip
IsActive__c	Is Active	Determines if question is active and should be evaluated in its group
IsHidden__c	Is Hidden	Determines if Users can see this question in CPQ. If not, the question is still evaluated, but not shown
IsReadOnly__c	Is Read Only	Determines if Users can modify the question's answer
IsRequiredWithTouch__c	Is Required With Touch	Determines if question is both required to have an answer populated and have been "touched" by the User in order to complete the quote. If TRUE, Users must interact with the question to mark it as complete even if a default value exists. NOTE: if the question is hidden, the requirement is not enforced.
IsRequired__c	Is Required	Determines if question is required to have an answer populated in order to complete the quote. NOTE: if the question is hidden, the requirement is not enforced.
Maximum_Record_Selections__c	Maximum Record Selections	If question answer type is 'Record Lookup', maximum number of records that Users are allowed to select as an answer.
Maximum_Value__c	Maximum Value	If question answer type is 'Currency', 'Decimal' or 'Integer', maximum value Users are allowed to input in as an answer.
Minimum_Value__c	Minimum Value	If question answer type is 'Currency', 'Decimal' or 'Integer', minimum value Users are allowed to input in as an answer.
Picklist_Answers__c	Picklist Answers	Semi-colon delimited list of answer choices when question answer type is 'Picklist' or 'Multi-Select Picklist'
Playbook_Question_Group__c	Playbook Question Group	Playbook Question Group to which this question belongs
Proposal_Label__c	Proposal Label	Displayed label Users see in Proposal if used in an Answer Table
Query_String__c	Query String	Query string used to query records if question answer type is 'Record Lookup'. This should NOT include any binded variables. Any dynamic alterations to this query should be handled in a CPQ Rule. Subqueries are NOT supported. Ensure all fields from the Record Display Fields field are also included here.
Quote_Answers_Count__c	Quote Answers Count	Number of Quote Answer records that are associated to this Question
Quote_Save_Field__c	Quote Save Field	If populated, the question's answer will be populated in this Quote field. Only the Quote field API name should be placed in this field
Record_Display_Fields__c	Record Display Fields	Semi-colon delimited list of Field API names to display for each queried record when the question answer type is 'Record Lookup'. Ensure that all fields listed here are also included in the Query String.
Record_Page_Size_Default__c	Record Page Size Default	Default number of records to show per page in the 'Record Lookup' table. If left unpopulated, no pagination will be shown.
Record_Selection_Behavior__c	Record Selection Behavor	Record selection behavior utilized when the question answer type is 'Record Lookup'. 'Automatic Record Selection': All records returned (up to maximum if applicable) are automatically selected upon load and whenever the query string is dynamically adjusted.
Step_Value__c	Step Value	If question answer type is 'Currency', 'Decimal' or 'Integer', step/increment value Users are allowed to input in as an answer.
Variable_Name__c	Variable Name	Unique Variable Name used to identify piped text in Proposal PDF