Adding Content to Sections

Sections are used to store the document content and further organize information within groups. For example, a document for a configurable desk can include a group about the desk materials. Within that group, there may be:

A section to introduce the materials.
A table listing the materials.
A concluding section to explain the manufacturing process.

You can create multiple sections within a group. To sort sections, use the sequence number. Sections with a lower number are placed higher within the parent group.

To include or exclude sections in a document, use rules with question and answer combinations from configured items. For more information about rules, see Activating Building Blocks with Rules.

A section can contain text or a table. Text sections can be customized with HTML and CSS code. In text section, you can also include dynamic information through resolve expressions and placeholders. For more information, see Including Dynamic Information in Text Sections.

Table sections may be introduced by text. Some tables can source item data from transaction line fields (Item List Table option). The table will include default columns corresponding to the following resources:

line number
item name/number
rate
quantity
amount

Alternatively, table sections can source data from configured items (Table option). Data sources are answers or predefined answers storing an array of JSON objects. For example, you can create a table section sourcing content from the predefined answer that stores the list of additional items. Answers that can store arrays are input box text fields and text areas. For more information, see Input Box Questions and Predefined Answers for Configuration Information Storing JSON Objects.

Note:

Use CSS code to style the tables.

The section type you can choose depends on its purpose, frequency, and the frequency of the parent group. The following table summarizes the available section types and the options you can select.

Section Usage	Group Record	Section Record
Single text section	Once	HTML	—
Text section repeated for every configured item	Every Item	HTML	Configured Items
Text section repeated for every additional item	Every Item	HTML	Generic items
Text section repeated for every line item	Every Item	HTML	All Items
Introductory text section at the beginning of a grouping by field value	Every Item	HTML	Item Group Header
Closing text section at the end of a grouping by field value	Every Item	HTML	Item Group Footer
Text section repeated for every configuration	Every Config	HTML	—
Single table section with item data from transaction line fields	Once	Item List Table	—
Table section with configured item data repeated for every configured item	Every Item	Table	Configured Items
Table section with configured item data repeated for every configuration	Every Config	Table	—

Section Usage

Group Record

Section Record

Repeat Field

Type Field

Run For Field

Single text section

Once

HTML

—

Text section repeated for every configured item

Every Item

HTML

Configured Items

Text section repeated for every additional item

Every Item

HTML

Generic items

Text section repeated for every line item

Every Item

HTML

All Items

Introductory text section at the beginning of a grouping by field value

Every Item

HTML

Item Group Header

Closing text section at the end of a grouping by field value

Every Item

HTML

Item Group Footer

Text section repeated for every configuration

Every Config

HTML

—

Single table section with item data from transaction line fields

Once

Item List Table

—

Table section with configured item data repeated for every configured item

Every Item

Table

Configured Items

Table section with configured item data repeated for every configuration

Every Config

Table

—

To create a section:

On a saved group record, go to the Sections subtab.
Click New CPQP Section.
Provide a descriptive name for the section.
Provide a sequence number to determine to sort the section within the group.

Enter a negative or positive number. For example, -2 or 5.
Select the section type.
If the section type is HTML, enter the text in the HTML Content field.

You can format the text by changing the paragraph font and size or making the text bold, italic, or underlined. You can also customize the content with HTML code and inline CSS. Click the Source button to access the HTML editor.

Note:
If the section type is Table or Item List Table, you can still enter text in the HTML Content field. This content will be included before the table.
If the section type is Item List Table and you want to include transaction fields other than the default ones, specify the transaction line fields that will become the table columns. In the Table Column Mapping field, enter the field IDs and assign them labels. This is the syntax:
```
                [
   {
      "fieldID1":"label"
   },
   {
      "fieldID2":"label"
   },
   {
      "fieldID3":"label"
   }
] 

              
```

If the section type is Table, specify where the array of JSON objects is stored and the JSON properties that will become the table columns.

In the Table Form QA field, provide the predefined answer or the answer storing the array of JSON objects. Enter the question and answer codes separated by the forward slash character. For example, SOLE/MATERIALS or Q/A.

In the Table Column Mapping field, enter the JSON properties to be used as columns and assign them labels. This is the syntax:

                    [
   {
      "property1":"label"
   },
   {
      "property2":"label"
   },
   {
      "property3":"label"
   }
]

For example, a configurable desk includes a desk mat, a lamp, and an organizer as additional items. You can create a table using the SOLE/ITEMS predefined answer. This predefined answer stores the list of the additional items as an array of JSON objects.

Let's say you want the table to include the following JSON properties:

itemname (Name field)
price
qty

In the Table Column Mapping field, you can enter the following code:

                [
   {
      "itemname":"Additional Item"
   },
   {
      "price":"Price"
   },
   {
      "qty":"Quantity"
   }
]

Suppose a customer selected all three additional items. If you added basic formatting, the table on the final document would look like this.

Additional Item	Price	Quantity
Desk Mat	50	1
Lamp	30	1
Organizer	20	1

If the parent group is repeated for every line item, select the line items for which you want to repeat the section in the Run For field.

The following options are available:
- Configured Items – Repeats the section for every main configured line item on the transaction. Additional items are excluded.
- Generic Items – Repeats the section for every additional line item on the transaction.
- All Items – Repeats the section for all line items on the transaction: configured, additional, and manually added line items.
- Item Group Header and Item Group Footer – When items are grouped by field value, these options repeat the section one time at the beginning or at the end of every grouping.
  
  For more information about grouping line items, see Grouping Line Items.
In the Show Rule field, provide the NetSuite CPQ Configurator question and answer combination that determines whether the section will be included in the final document.

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.
Click Save.

To create a section:

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