Learn to combine various features of Epicor CPQ to accomplish real-world business goals.
All of the screenshots and example code supplied is provided on an as-is basis, and is only intended to demonstrate ways of using the Epicor CPQ platform. No representations or warranties are made regarding these examples. Any licensed user of the Epicor CPQ platform is free to use any or all of these examples in connection with building applications related to the platform, and is granted a royalty free, non-exclusive license for these examples, or parts thereof. Intellectual property rights of the examples remain with Epicor. Any confidentiality provisions of the Epicor CPQ license apply to the samples.
Appearing within and communicating with other web sites
- Passing parameters into your configurator— Sometimes you may want to launch your configurator with some fields filled in already, based on external data.
- Track the use of your configurator or scene with digital analytics— You can track user actions in your configurator, and send those actions to a digital analytics platform, such as Google Analytics, Matomo, Mixpanel, Adobe Analytics, or any other web analytics service.
Using databases
- Databases 1a: How to connect to your optional database (SSMS)— Use database tables to store large, synchronized, or secure sets of tabular data. Here's how using SQL Server Management Studio (SSMS), a tool for Windows.
- Databases 1b: How to connect to your optional database (Azure Data Studio)— Use database tables to store large, synchronized, or secure sets of tabular data. Here's how, using a modern tool available on Windows, OSX, and Linux.
- Databases 2: How to populate and query a database table— In this walkthrough, we'll create a database table and use it as a lookup source in our configurator UI.
- Databases 3: Localizing database tables for use with option filters— Follow these steps to create columns of localized text in your database tables that option filters will automatically sense and use.
Nesting configurators and scenes
- How to create a nested configurator: Multi-Floor Building— Nested configurators are the best way to create complex configurators: they're powerful, but modular and manageable at the same time. This walkthrough will guide you step by step in creating a nested configurator.
- How to create a nested configurator: Wind Turbine— Nested configurators are the best way to create complex configurators: they're powerful, but modular and manageable at the same time. This walkthrough will guide you step by step in creating a nested configurator.
- How to create a nested scene: Multi-Floor Building— Nested scenes help you create complex visuals by combining simpler parts in a structured, easy-to-maintain way.
Using option filters
- Option Filters 1: Basic walkthrough: Segment a long list of options— Use an option filter to break a long list of choices into a series of smaller groups that are easier for your users to navigate.
- Option Filters 2: Use query rules to apply dynamic logic— Apply business rules to your matrix via a query rule, very similar to the way SQL works.
- Option Filters 3: Express complex business logic in a single table— Express very complex business rules in a table by listing every valid set of options in a table.
- Option Filters 4: Manage complex logic with a "truth table"— "Truth tables" can help you control field options based on multiple other fields simultaneously. This technique can summarize the most complex logic in an easy-to-manage way.
- Option Filters 5: combining data from ERP, Engineering, and Marketing— Using "Joins" in your option filters and queries can help you gather up data from various sources and combine it in powerful ways.
- Option Filters 6: Modeling Your Data For Advanced Techniques— There are a number of different techniques for using option filters, so how does one decide the best technique for the task at hand? Here's one approach to help you turn requirements into a working prototype.
Using 3D scenes
- Create a 3D scene: understanding lighting and materials— This walkthrough guides you through all the necessary steps to get your first 3D scene working.
- Drag & Drop 1: objects within scenes— If your configurator has options to position items, then give your user the ability to position those items visually by dragging them directly in the scene.
- How to create a nested scene: Multi-Floor Building— Nested scenes help you create complex visuals by combining simpler parts in a structured, easy-to-maintain way.
- Objects within Scenes: changing an object's origin and pivot— The origin and pivot of an object are usually at the center of the object. But you can move both the origin and the pivot elsewhere to make complex movements easy.
- User-Uploaded Images in a 3D Scene— Allow your users to upload files into the configurator, and immediately use those files in the 3D scene as the image for a material, as a background billboard, and more.
Creating output documents
- How to create an output document: the BOM (bill of materials)— This walkthrough guides you through all the necessary steps to get your first output document up and running.
Using the viewer
Creating & managing complex text
See also
The collection of useful Snap code snippets and techniques: short self-contained functions and code you can copy and paste into your own projects. These snippets include:
- Text Manipulation
- Array intersection
- System Functions
- Distance between two points on the globe (via math)
- Distance between two points on the globe (via web service)