This Template allows the addition of Custom Fields to store alongside a record.
Record Types, which allow Custom Fields to be added, are Accounts, Contacts, Items and Orders
Each of the Record Types have a specific SQL Table for Custom Fields.
These Tables are named driveApp-CPQ-<Type>-CustomFields; where <Type> is either Accounts, Contacts, Items or Orders.
Each record will have its own row in the corresponding Custom Fields table.
For example: if you create a new Account and add Custom Fields, a new data row will be created in both the Accounts table, and the Accounts-CustomFields table.
These data rows will then be linked.
The process for setting up a Project for either Accounts, Contacts, Items or Orders is identical.
The column must be set to Allow Nulls
To add new custom fields, add new Controls to the Fields Form and then add corresponding new rows to the CustomFields Calculation Table.
The Calculation Table has 5 columns, 2 are required to be completed for each new row:
The other 3 columns are used for the functioning of various features within the DriveApp and in most cases will not need to be edited.
The Height of the Fields Frame Control on the Details Form may need updating, so that it shows any new controls that are added.
Click this button and the form edited in the sections above will appear as a dialog.
Filling in the fields and saving the dialog will store the Custom fields in the DriveApp-CPQ-Contacts-CustomFields Database Table.
Remember, the process for creating Custom Field for Accounts, Items and Orders is the same as the one documented above.
Values that are stored as Custom Fields can be accessed from the other Templates that can be used with the CPQ DriveApp.
There are 4 Stored Procedures that are available to use within the CPQ DriveApp Database:
For the connection string, you can use the following rule: