• Swapnil W
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Hi All,
I have this requirement in Salesforce CPQ and DocuSign, where "Expires On" (date)field on Quote object is updated by Sales Rep. then "Exipration Date" for envelope in DocuSign should get updated too.
I think DocuSign APIs should help here, but I don't know how to go forward with writing APIs code related to this requirement.
Any help, idea, link, documentation where I could find solution for this above requirement is higly appriciated.
Please let me know if requirement is not clear to you.
Thanks in advance.
Hi All,
Really need help with this issue:  I am trying to populate field Version__c [Lookup(Product)] on QuotLine__c object, whenever New_Management_Version__c (checkbox field) on Product object is set to true. But don't know why Version__c is not getting populated.
Also would like to mention here, QuoteLine child object of Product parent object.
Here is my Apex Class:
public without sharing class QuoteLineManager{
public static void updateVersion(List<QuoteLine__c> lstQuoteLine){
        
        List<QuoteLine__c> softwareQlines = new List<QuoteLine__c>();
        List<QuoteLine__c> versionQlines = new List<QuoteLine__c>();
         
        for(QuoteLine__c ql:lstQuoteLine){
            if(ql.ProductFamily__c == 'Software'){
                softwareQlines.add(ql);
            }
                        if(ql.ProductFamily__c == 'Version'){
                versionQlines.add(ql);
            }
        }
        
        for(QuoteLine__c softQl:softwareQlines){
            for(QuoteLine__c versQl:versionQlines){
                if(versQl.Parent_Product_Name__c == softQl.Parent_Product_Name__c){
                     softQl.Version__c = versQl.SBQQ__Product__c;
            }
          }
        }        
    }
}
   
Apex Trigger:
trigger QuoteLineBeforeUpdate on QuoteLine__c (before update) {
    
    
    List<QuoteLine__c> listQuotelinesNewVersionManagementTrue =  new  List<QuoteLine__c>();
   
// need to verify if the New Version Management is true :
  for (QuoteLine__c ql : Trigger.new) {
         
        if (ql.ProductFamily__c == 'Software' &&  ql.Product__r.New_Version_Management__c == true ){
            //if is true I put it in the list
            listQuotelinesNewVersionManagementTrue.add(ql);
        } 
     }
   
  if (!listQuotelinesNewVersionManagementTrue.isEmpty()) {
           QuoteLineManager.updateVersion(listQuotelinesNewVersionManagementTrue);
      }
     
             
    }

Please let me know if you didn't get clear picture of issue. Looking forward for positive feedback. Thanks in advance.
Hi All,
Really need help with this issue:  I am trying to populate field Version__c [Lookup(Product)] on QuotLine__c object, whenever New_Management_Version__c (checkbox field) on Product object is set to true. But don't know why Version__c is not getting populated.
Also would like to mention here, QuoteLine child object of Product parent object.
Here is my Apex Class:
public without sharing class QuoteLineManager{
public static void updateVersion(List<QuoteLine__c> lstQuoteLine){
        
        List<QuoteLine__c> softwareQlines = new List<QuoteLine__c>();
        List<QuoteLine__c> versionQlines = new List<QuoteLine__c>();
         
        for(QuoteLine__c ql:lstQuoteLine){
            if(ql.ProductFamily__c == 'Software'){
                softwareQlines.add(ql);
            }
                        if(ql.ProductFamily__c == 'Version'){
                versionQlines.add(ql);
            }
        }
        
        for(QuoteLine__c softQl:softwareQlines){
            for(QuoteLine__c versQl:versionQlines){
                if(versQl.Parent_Product_Name__c == softQl.Parent_Product_Name__c){
                     softQl.Version__c = versQl.SBQQ__Product__c;
            }
          }
        }        
    }
}
   
Apex Trigger:
trigger QuoteLineBeforeUpdate on QuoteLine__c (before update) {
    
    
    List<QuoteLine__c> listQuotelinesNewVersionManagementTrue =  new  List<QuoteLine__c>();
   
// need to verify if the New Version Management is true :
  for (QuoteLine__c ql : Trigger.new) {
         
        if (ql.ProductFamily__c == 'Software' &&  ql.Product__r.New_Version_Management__c == true ){
            //if is true I put it in the list
            listQuotelinesNewVersionManagementTrue.add(ql);
        } 
     }
   
  if (!listQuotelinesNewVersionManagementTrue.isEmpty()) {
           QuoteLineManager.updateVersion(listQuotelinesNewVersionManagementTrue);
      }
     
             
    }

Please let me know if you didn't get clear picture of issue. Looking forward for positive feedback. Thanks in advance.