Transaction-level system fields

  • Release version: Australia
  • Updated May 7, 2026
  • 1 minute to read

    • Reference for the system-provided fields at the transaction (header) level in CPQ Transaction Manager, including variable names, descriptions, who can modify each field, and default values.

    Field naming conventions

    Transaction Manager uses a consistent prefix convention for field variable names.

    • System-generated header-level fields use the prefix txn. followed by the field name — for example, txn.id.
    • Custom header-level fields created by administrators use the prefix txn.custom. followed by the field name — for example, txn.custom.quoteName.

    For line-level field naming conventions, see Line-level system fields.

    Modifiable by

    The Modifiable by column in the fields table uses the following values.

    System
    The field value is set only by the application. Users cannot edit system-modifiable fields on the quote layout, and administrators cannot set field values using determination rules.
    User
    Any user with the appropriate permissions can update the field value. Determination rule actions can also modify user-modifiable fields.

    System-provided header-level fields

    Table 1. Transaction-level system fields
    Variable name Description Modifiable by Default value
    txn.id UUID of the transaction. Uniquely identifies the transaction record. System Auto-generated on creation.
    txn.account.id ID of the account used when the transaction was created. User Empty. Expected to be passed in on create.
    txn.opportunity.id ID of the opportunity through which the transaction was created. User Empty. Expected to be passed in on create.
    txn.pricebook.id Pricebook associated with the products on the transaction. User Empty. A blank value is interpreted as the default pricebook.
    txn.pricing.currencyCode Currency code associated with the products on the transaction. User Empty. A blank value uses the base currency for the tenant.
    txn.created Timestamp of when the transaction was created. System Auto-generated on creation.
    txn.createdBy Name of the user who created the transaction. System Auto-generated on creation.
    txn.modified Timestamp of the most recent modification to the transaction. System Auto-generated on each update.
    txn.modifiedBy Name of the user who made the most recent modification to the transaction. System Auto-generated on each update.
    txn.externalId Unique identifier used to reference the transaction in external connections and integrations. User Empty. Expected to be passed in on create.
    txn.stage Current stage of the transaction in the quote lifecycle. System Auto-generated. Value depends on the stage configuration.
    txn.persona Persona of the user who performed the most recent request on the transaction. System Auto-generated. Value depends on the persona configuration.