Displaying Validation Messages on the User Interface
NetSuite CPQ Configurator can show users validation messages to guide the configuration process and provide additional information or communicate any inconsistencies or errors in the configuration. Using validation messages, you can help users solve issues, submit accurate and complete configurations, and reduce errors.
You can format the text by changing the paragraph font and size or making the text bold, italic, or underlined. You can also include information from questions and answers in the message by applying resolve expressions. In the message, you can also include information from questions and answers by applying resolve expressions. Use question and answer codes separated by the forward slash character and enclosed in curly braces. For example, {A/1}. NetSuite CPQ replaces the codes with the corresponding answer value. For more information, see Obtaining Answer Data with Resolve Expressions.
Validation messages are displayed at the top of the information bar below the product image.
The following validation message types are available:
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Note – Provides information or suggestions to users. This validation message does not prevent submitting the configuration.
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Incomplete configuration – Informs users that the configuration is missing the required information. If you check the Disallow saving of incomplete configs box on the product record, this validation message prevents submitting the configuration.
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Incompatible configuration – Notifies users that the configuration does not meet the established requirements. If you check the Disallow saving of invalid configs box on the product record, users cannot submit a configuration with this validation message.
You can let users submit configurations with incomplete or incompatible validation messages if they need to complete the task at another time and will amend the configuration later.
To create a validation message:
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In NetSuite, go to CPQ > Configurator > Product Maintenance.
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Click Edit next to the product you want to modify.
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On the Validations subtab, click New CPQC Validation.
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Enter a descriptive name for the validation message.
This name is used for internal reference only and is not displayed on the user interface.
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Select the validation message type:
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Note – Provides information to users.
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Incomplete – Informs users about missing information or selections.
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Invalid – Notifies users about incorrect selections of features and options.
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Provide a sequence number to determine the order in which the validation message is displayed in the validations container on the user interface.
Validation messages with a lower sequence number are displayed higher in the validation container. You can enter a negative or positive number. For example, −2 or 5.
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(Optional) To define a specific date range in which the validation message is active and displayed on the user interface:
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In the Effective Date field, select a start date.
Before this date, NetSuite CPQ Configurator does not display the validation message.
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(Optional) In the Cancel Date field, select an end date.
After this date, NetSuite CPQ Configurator no longer displays the validation message.
Note:If you define a date range, the validation message must meet the date range and the conditions expressed in the rule to be displayed on the user interface.
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Provide a message to display to users.
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In the Rule field, enter the question and answer combination that determines whether this validation message is displayed to users.
Enter question and answer codes separated by the forward slash character. For example, A/1. Use operators to combine multiple question and answer sets. For example, A/1&B/2. For more information, see Activating Building Blocks with Rules.
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(Optional) To include an additional rule in the validation message rule, select a category. The validation message is displayed if its rule and the category rule match questions or answers selected by users. For more information, see Working with Categories in NetSuite CPQ Configurator.
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Click Save.
To copy or delete a validation message, see Working with Product Building Blocks.