Displaying Validation Messages on the User Interface
NetSuite CPQ Configurator can show users validation messages to guide the configuration process, provide additional information, as well as communicate any inconsistencies in the configuration. Using validation messages, you can help users solve issues, submit accurate configurations, and reduce errors.
You can format the message by changing the paragraph font and size or making the text bold, italic, or underlined. In the message, you can also include information from questions and answers using resolve expressions.
To include 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 and below the configurable item 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 required information or selections. 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.
If users need to complete the task in phases and will amend the configuration later, you can let them submit configurations with incomplete or incompatible validation messages.
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 validation message 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, the validation message is not displayed.
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(Optional) In the Cancel Date field, select an end date.
After this date, the validation message is no longer displayed.
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 Rule Categories in NetSuite CPQ Configurator.
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Click Save.
To copy or delete a validation message record, see Working with Product Building Blocks.