Manage Layouts

Overview

In a complex CPQ environment, different users interact with quotes at various stages, each requiring distinct information and actions. A static, one-size-fits-all UI creates inefficiencies, leading to longer processing times, increased user frustration, and a higher risk of errors. To address these challenges, Oracle CPQ 26B introduces support for multiple quoting layouts to allow administrators to create, customize, and assign layouts tailored to various business requirements.

By investing in this feature, we ensure that users interact with a streamlined, role-specific interface that surfaces only the most relevant information and actions at the right time. This results in faster deal cycles, improved data accuracy, enhanced compliance, and greater user efficiency. For the administrators, this feature enables a scalable and configurable UI framework, reducing customization efforts, improving system maintainability, and supporting future innovations. For customers, it enhances the overall user experience, drives adoption, and ultimately contributes to increased revenue by accelerating sales processes and reducing operational bottlenecks. This feature provides the following business benefits:

Layout rule conditions can be used to provide customized layouts, some examples include:

Administration

To manage layouts, administrators open a quote, click Design, then click the Manage Layout Manage Layout icon.

ClosedDefault and Current Layout

Redwood Quote UIs have a default layout. Administrators can clone the default layout to create new layouts.

  • The default layout is automatically generated when a new standard process is created.

  • Upon upgrade to Oracle CPQ 26B, the existing layout will become the default layout.

Access Manage Layout

Current Layout

The name of the current Designer layout is displayed in the toolbar and is also highlighted in the List of Layouts. Administrators can apply unique settings for Desktop and Mobile layouts. The Designer layout settings will indicate if the layout is for the Desktop desktop layout or Mobile mobile layout layout.

Current Designer Layout

ClosedCreate "Clone" or Edit a Quote Layout

Complete the following steps to create a new Redwood quote layout.

  1. Open or create a Redwood quote, click Design, then click the Manage Layout Manage Layout icon.

  2. Open an existing layout section, then click the Clone clone icon.

  3. Enter the Name and Variable Name, then click Clone.

  4. Open the new layout section, then click the Edit Edit icon.

  5. (optional) Enter a Description for the layout.

  6. Set the status: Active or Inactive.

  7. Select the Condition Type and add conditions.

    1. Always True The rule fires automatically.

    2. Simple Condition Select this option select attributes and define simple conditions.

      1. Add a condition.

        • Click the Add Add icon to select an attribute.

        • Enter the Operator and Value.

          ClosedSample Conditions

          • Role-based layouts based on the user's type or group (e.g., Channel Agent, Sales Representative, Sales Manager, Legal, Finance, Partner)

            Role Based Condition

          • Stage-specific layouts that dynamically adjust based on the quote lifecycle stage (Agreement, Order, Quote).

            Stage Based Condition

          • Status-specific layouts based (Draft, Approval, Order, Renewal, Quote for Orders, and Quote for Agreement)

            Status Based Condition

      2. Select the match criteria

        • Match All if all of the conditions must be met.

        • Match Any if any condition needs to be met.

        • Click in the Add or change () to grouping field to define custom grouping.

          For example, (1 OR 2) AND 3

      3. Click the Delete delete icon to remove a condition.

    3. Advanced Condition Use the function editor to select attributes and define advanced conditions.

      1. Click Define BML Function.

      2. Enter the Function Script.

      3. Click Save.

  8. Select the layout type: Desktop, Mobile, or Both.

  9. Click Save.

ClosedCustomize a Layout

Complete the following steps to customize a Redwood quote layout.

  1. Open or create a Redwood quote, click Design, then click the Manage Layout Manage Layout icon.

  2. Open an existing layout section.

  3. Click the Desktop desktop layout icon to customize the desktop specific layout.

  4. Click the Mobile mobile layout icon to customize the mobile specific layout.

  5. Refer to Quote Designer for information about customizing the Redwood Quote UI.

ClosedReorder Layouts

When layout rule conditions are met, the layouts are applied in sequential order. Administrators can drag and drop the layouts to change the order of layouts.

  • If conditions from multiple layouts are applicable, the highest listed layout is applied.

  • If none of the custom layout conditions are applicable, the default layout is applied.

Complete the following steps to customize a Redwood quote layout.

  1. Open or create a Redwood quote, click Design, then click the Manage Layout Manage Layout icon.

  2. Click on the = symbol for the layout you want to move, then drag and drop the layout into the desired sequence location.

    Reorder Layouts

Notes

Note: Unlike most Redwood Quote Designer settings, the applicable Commerce process must be deployed before quote layout settings are available to sales users on the Redwood Quote UI.