Oracle CPQ Document Designer Essentials LVC

Oracle CPQ Document Designer Essentials

• Objectives
• Document Designer in the CPQ Process
• What Is the Document Designer?
• Document Designer Output Example
• Sales User Document Designer Experience – Example
• Document Designer Administration
• Document Designer Implementation Considerations
• Summary

Oracle CPQ Working with Document Designer Templates

• Objectives
• How the Document Designer Process Works
• Creating and Setting Up Document Designer Output
• Step 1: Creating the Document Designer Template
• Step 2: Creating the Printer Friendly XSL View
• Step 3: Creating the Commerce Print Action
• Step 4: Deploying Commerce and Testing the Connection
• Previewing the Output
• Retrieving a Transaction ID
• Summary

Oracle CPQ Document Designer Layout Editor Essentials

• Objectives
• Document Designer Editor Overview
• Document Templates List
• The Document Designer Editor
• Admin Action Bar
• Previewing the Output
• Document Designer Components
• Properties Panel
• Dynamic Content Bar
• Template Flow
• Adding and Moving Layout Objects and Elements
• Moving Objects and Elements
• Layout Object and Element Palettes
• Managing Elements and Layout Objects in the Template Flow
• Copy and Paste
• Background Images
• Errors
• Summary

Oracle CPQ Document Designer – Section Layout Object

• Objectives
• Document Designer Components
• Types of Layout Objects
• Sections
• Continuous Sections
• Section Settings
• Columns
• Background Images
• Adding a Section – Before
• Adding a Section – After
• Summary

Oracle CPQ Document Designer – Table of Layout Object

• Objectives
• Document Designer Components
• Types of Layout Objects
• Table of
• Table of Settings
• Adding a Table of – Before
• Adding a Table of – After
• Summary

Oracle CPQ Document Designer – Header & Footer Layout Object

• Objectives
• Document Designer Components
• Types of Layout Objects
• Header & Footer
• Header & Footer Settings
• What Can be Added to a Header or Footer
• Adding a Header & Footer to a Document Designer Template
• Summary

Oracle CPQ Document Designer – Text Element

• Objectives
• Document Designer Components
• Available Elements
• Text
• Text Settings
• Text Columns
• Attribute Values
• Adding Attribute Values
• Adding Attribute Values – Hotkeys
• Embed RTE and HTML Attributes in Text Elements
• Adding Text- Before
• Adding Text – After
• Summary

Oracle CPQ Document Designer – Column Break Element

• Objectives
• Document Designer Components
• Available Elements
• Column Break
• Adding a Column Break
• Summary

Oracle CPQ Document Designer – Embed Document Element

• Objectives
• Document Designer Components
• Available Elements
• Embed Document
• Dynamically Embed External Documents
• Display Embedded Documents in a Transaction
• Adding a Document Map Attribute
• Filter Document Map Attribute
• Summary

Oracle CPQ Document Designer – Heading Element

• Objectives
• Document Designer Components
• Available Elements
• Heading
• Heading Style Sets
• Accessing Heading Style Sets and Heading Styles
• Heading Styles Window (Heading Style Set Selected)
• Heading Styles Window (Heading Style Selected)
• Numbering Options
• Number Placement Outputs
• Reset Numbering
• Table of Layouts and Heading Style Sets
• Summary

Oracle CPQ Document Designer – Image Element

• Objectives
• Document Designer Components
• Available Elements
• Image
• Image Settings
• Adding an Image to a Document Designer Template
• Summary

Oracle CPQ Document Designer – Page Break Element

• Objectives
• Document Designer Components
• Available Elements
• Page Break
• Adding a Page Break
• Summary

Oracle CPQ Document Designer – Spacer Element

• Objectives
• Document Designer Components
• Available Elements
• Spacer
• Spacer Settings
• Adding a Spacer – Before
• Adding a Spacer – After
• Summary

Oracle CPQ Document Designer – Table Element

• Objectives
• Document Designer Components
• Available Elements
• Table
• Table Settings
• Table Rows, Columns, and Cells
• Clearing, Merging, and Splitting Cells
• Embed RTE and HTML Attributes in Cells
• Nested Tables
• Adding a Table – Before
• Adding a Table – After
• Adding a Nested Table
• Editing Nested Table Properties
• View a Nested Table in Full View Mode
• Apply Conditions and Loops to Nested Tables
• Summary

Oracle CPQ Document Designer – Using Conditions

• Objectives
• Conditions and Loops
• Conditions
• Adding a Condition
• Boolean Attributes in Conditions
• Functions Available for Use in Conditions
• Summary

Oracle CPQ Document Designer – Using Loops

• Objectives
• Conditions and Loops
• Loops
• Adding a Loop
• Loop Options
• Functions Available for Use in Loops
• Adding a Filter to a Loop
• Nested Loops—Looping Over an Array Set
• Adding a Loop Over a Configuration Array
• Summary

Oracle CPQ Document Designer – XSL Snippet Element

• Objectives
• Document Designer Components
• Available Elements
• XSL and the Document Designer
• XSL Snippet
• XML Data in CPQ
• Accessing a Transaction’s Document XML
• XSL Locations in the Document Designer Editor
• Template XSL
• Global XSL Snippet
• Inline XSL Snippets
• XSL Use Case: Dynamic Signature Block
• Dynamic Signature Block Notes
• Summary

Oracle CPQ Creating Documents with Document Designer

• Objectives
• Prior to Continuing
• Lab Course
• Course Outcome
• Summary