Create a transaction field

  • Release version: Australia
  • Updated May 7, 2026
  • 5 minutes to read

    • Create a custom field in Transaction Manager to capture additional data at the transaction (header) level or the transaction line level in CPQ.

    Before you begin

    Role required: admin

    About this task

    Fields created through the Transaction Manager administration interface are automatically associated with the blueprint. The variable name is set at creation and cannot be changed afterward — to change a variable name, delete the field and re-add it. The field editor that opens after the initial save varies by field type — the following steps cover all five types.

    Procedure

    Create the field
    1. Navigate to All > CPQ Administration > Transaction > Associated Fields.
    2. Select Create Field.
      The New Field dialog opens.
    3. In the Name field, enter the name of the new field.
      As you type, the name is mirrored in the Variable Name field in camel case with spaces and special characters removed. For example, entering Customer Billing Address produces the variable name customerBillingAddress. To enter a custom variable name, select the pencil icon to the right of the Variable Name field.
    4. In the Level field, select whether the field is a transaction-level (header) field or a transaction line-level field.
    5. Select the field type: Text, Number, Boolean, Picklist, or Date/Time.
    6. Select Save.
      The field editor opens. The available options depend on the field type selected. Continue with the section for your field type.
    Configure common options
    1. Optional: If the name requires updating, in the field editor, update the Name.

      The variable name shown in the field editor is locked and cannot be edited here. To change it, delete the field and re-add it.

    2. Optional: In the Description field, enter a description of the field.
    3. Optional: If the field must be completed on the layout before a quote can be submitted, enable the Required toggle.
    4. In the Default Access field, set the field's access in the default view.
      OptionBehavior
      Editable The field is read and write accessible on the quote layout.
      No Access The field is hidden from the quote layout and is not accessible through APIs.

      The Default Access field is available on Boolean, Picklist, and Date/Time field types. Text and Number fields use Editable access by default.

    Configure text field options
    1. Optional: In the Default Value field, enter the text that the field displays by default when a quote is created.
    2. Optional: In the Minimum Field Length field, enter the minimum number of characters that a user must enter in this field.
    3. Optional: In the Maximum Field Length field, enter the maximum number of characters that a user can enter in this field.
    Configure number field options
    1. Optional: Select the form the number field takes.
      • Select Number for a plain numeric value.
      • Select Currency for a monetary value. The unit label defaults to the currency symbol configured for your CPQ site.
      • Select Percentage for a percentage value. The unit label defaults to the percent symbol (%).
    2. Optional: In the Unit Label field, enter a custom label to display alongside the number value.

      For Currency and Percentage forms, the unit label is set automatically. Override it here only if a custom label is needed.

    3. Optional: In the Minimum Value field, enter the lowest value a user can enter for this field.
    4. Optional: In the Maximum Value field, enter the highest value a user can enter for this field.
    5. Optional: In the Default Value field, enter the number value that the field displays by default when a new quote is created.
    Configure boolean field options
    1. Optional: If the field should default to True when a quote is created, enable the Default Checked toggle.

      When the toggle is not enabled, the field defaults to False.

    2. Optional: In the True Label field, enter the text to display when the field value is true.

      For example, entering Yes displays Yes on the quote layout when the Boolean value is true.

    3. Optional: In the False Label field, enter the text to display when the field value is false.
    Configure picklist field options
    1. In the Selection Type field, select how users choose values from this picklist.
      • Select Single-select so users can choose one option at a time.
      • Select Multi-select so users can choose more than one option.
    2. In the Comparison Type field, select how the selected option's value is treated when used in a rule condition.
      • Select Text to treat the option value as a string in comparisons.
      • Select Number to treat the option value as a numeric value in comparisons.
    3. Select + Add Picklist Options to add the first option to the picklist.
    4. Configure the option properties using the following fields.
      Table 1. Picklist option properties
      Property Description
      Order Controls the position of this option in the picklist. Lower numbers appear higher in the list. Use increments of 10 (10, 20, 30) rather than 1, 2, 3 to leave room for inserting options later.
      Option Label The option name displayed to users on the quote layout.
      Option Value The internal value that CPQ uses to identify this option in rules and integrations.
      Selected When enabled, this option is the default selected value when a new quote is created.
      Description An optional description of the option, visible in the administration interface.
      Image URL The URL of a image to display in place of the option label text on the quote layout.
    5. Select Save Option to add the option to the picklist.
    6. Optional: Select + Add Option to add another option and repeat the previous two steps until all options are added.
    Configure date/time field options
    1. Optional: In the Default Value field, enter the default date and time for the field.

      The value is stored and displayed in UTC format: YYYY-MM-DDTHH:MM:SSZ. For more information about date and time field behavior, see Transaction Manager: Date and time fields.

    2. Optional: In the Not Before field, enter the earliest date and time a user can select for this field.
    3. Optional: In the Not After field, enter the latest date and time a user can select for this field.
    4. Select Save to save the field configuration.
      The field is saved and associated with the blueprint. It appears in the Associated Fields list and is available to add to a quote layout.

    What to do next

    Add the field to the quote layout to make it visible to users on the quote interface. For more information, see Create a quote transaction layout.