Quote transaction fields

  • Release version: Australia
  • Updated May 7, 2026
  • 3 minutes to read
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    Summary of Quote transaction fields

    ServiceNow Quote Experience allows administrators to define and manage fields for capturing essential quote data within ServiceNow CPQ. These fields exist at two levels: transaction (header) for deal-wide information and transaction line for product and pricing details. The level of a field determines its availability in rules and user interface placement.

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    Field Levels

    • Transaction level (header): Fields outside the quote lines grid, capturing overall deal data such as account details, total pricing, and discounts.
    • Transaction line level: Fields within the quote lines grid, either as columns or in detailed line views, capturing product-specific information.

    Field Types and Attributes

    Administrators can create various field types at both levels, each with standard attributes including display name, unique system identifier (variable name), default value, requirement enforcement, and access control settings. Access controls define user permissions as editable, read-only, or no access.

    • Text: Free-form text with configurable length limits.
    • Number: Numeric values supporting integer, decimal, and currency formats with min/max validation.
    • Boolean: True/false toggles with customizable labels and default states.
    • Picklist: Single or multiple selections from defined options with configurable ordering, labels, default values, descriptions, and optional images. Supports text or numeric comparison modes for sorting and processing.
    • Date/Time: Stores UTC date and time with default values and constraints to enforce valid date ranges based on business rules.

    System-Provided and Custom Fields

    ServiceNow Quote Experience includes prebuilt system fields commonly used in transactions, covering pricing, opportunity, account, product, and order information at both transaction and line levels.

    Administrators can also add custom fields via the administration interface, which associates them automatically with a selected blueprint to tailor quote data capture to business needs.

    ServiceNow Quote Experience supports five field types at two levels —transaction (header) and transaction line —enabling administrators to capture all required quote data in ServiceNow CPQ.

    Fields in ServiceNow Quote Experience store data on a quote. Administrators create fields at the transaction level for deal-level data and at the transaction line level for product and pricing data. The level at which a field is created affects its availability in rules, which also operate at transaction or transaction line level.

    Field levels

    Table 1. Field levels
    Field level Description
    Transaction level (header) Transaction-level fields sit outside the quote lines grid. They capture information about the deal as a whole, such as account, addresses, list price total, total discount, and net total.
    Transaction line level Transaction line-level fields sit in the quote lines grid. They can appear as column fields or as fields in the Line Details UI Effect.

    Field types

    ServiceNow Quote Experience supports the following field types at both levels.

    Every field, regardless of type, includes these standard attributes and settings:

    • Field name — Display label that appears in the user interface
    • Variable name — Unique system identifier for the field, locked after creation (select a descriptive name that does not require changes later)
    • Default value — Value that automatically populates when a new transaction is created
    • Required — Toggle that enforces validation so users must provide a value before proceeding
    • Access Control — Settings that determine user permissions:
      • Editable — Users can view and modify the field
      • Read-only — Users can view but cannot modify the field
      • No Access — Field is hidden from users

    For details on configuring access control rules for different user groups, see ServiceNow Quote Experience: Transaction Access Control.

    Table 2. Field types
    Field type Description
    Text Stores free-form text input, such as names, descriptions, or open-ended responses. Text fields support configurable length constraints—administrators can set a minimum character length to ensure users enter sufficient detail and a maximum character length to prevent long entries.
    Number Stores numeric values for quantities, amounts, or calculations.

    Number fields support three distinct types: Integer (whole numbers only), Decimal (numbers with decimal places), and Currency (numbers formatted as currency). Supports configurable minimum and maximum value constraints to validate that users enter data within acceptable ranges.
    Boolean Stores a true or false value, typically displayed as a check box or toggle switch.

    You can customize the labels for each state—for example, "Yes/No," "Enabled/Disabled," or "Active/Inactive"—to match your business terminology. You can set a default checked state so the field comes pre-checked or unchecked when a transaction is created.
    Picklist Stores a single selected value or multiple selected values from a defined list of options, depending on the configuration mode selected.

    When defining picklist options, you control the order in which they appear, assign a label (the user-facing name) and value (the system identifier), designate a default selection, provide an optional description, and include an optional image URL to visually represent the option.

    Picklist fields support a comparison type setting—select Text to compare options as text strings or Number to compare them numerically. This setting affects how the system processes and sorts picklist selections.
    Date/Time Stores both date and time values in UTC format (YYYY-MM-DDTHH:MM:SSZ) to ensure consistency across time zones.

    You can set a default date/time value that pre-fills when a transaction is created. The Not Before and Not After constraints restrict the date/time range users can select, enforcing business rules such as "quotes cannot be created for dates in the past" or "expiration dates must be within 30 days."

    For detailed guidance on date and time field configuration and best practices, see Date and time field fields.

    System-provided fields

    ServiceNow Quote Experience provides a set of system-provided fields at both levels that are commonly used in transaction processing.

    Transaction-level system fields cover the following categories: pricing information, opportunity information, transaction information, and account information. For a complete list, see Transaction-level system fields.

    Transaction line-level system fields cover the following categories: pricing information, transaction line information, configuration information, product information, and order information. For a complete list, see Transaction line-level system fields.

    Custom fields

    Custom fields can be added to a blueprint through the ServiceNow Quote Experience administration interface. Fields created through the interface are automatically associated with the blueprint.