SAP CPQ Send Email Action is missing in Actions. Required for Status Change

[Alexander_0001]

Dear fantastic SAP Community,

We wan't to realize that the quote status changes from Approved to Quoted after the generated document of the quote has been sent to the customer. We want to trigger this based on the standard action Send Email:

To do so we have searched for the standard action within our SAP CQP System but we found nothing.:

1. Where do we find this action to realize our workflow?
2. How must a custom Action look like to change the quote status from Approved to Quoted after the generated document of the quote has been sent to the customer?

It would be really great if you could help us with this, because wie have a customer demo this week and it would be awesome if we could convince another company regarding the capabilities of SAP CPQ! 🙂

[tdhirendra3221 · Accepted solution]

Hi Alexander ,

Assuming you're currently using CPQ Quote 2.0 engine , standard action send Email action is missing in workflow as you mentioned .

If I understood you are trying achieve same functionality using custom action , for that you can create custom action(name it send Email) and then in the workflow on particular start -end status you can configure this action , for email send functionality you select notification template in workflow (assuming you have created notification ) while configuring action for start-end status .

For Quote 2.O , there is Rest API which you can use it to invoke that custom action using action id which you will get in Action table. You can find more about the rest api in swagger

Thanks

Manku

[Alexander_0001 · Accepted solution]

Hi Manku,
Thank you very much for your answer! 🙂
I found a solution based on your tipp! 🙂

[Alexander_0001]

The Issue will be solved by the following code:

1.) enter this code as global script:

CurrentQuote=context.Quote.Id
QuoteHelper.Get(CurrentQuote).ChangeStatus('Sent to Customer')

2.) Add this code as global script and select as triggering event:

"Document sent to customer/business partner"

Done. 🙂