KBMax CPQ

Welcome to KBMax CPQ!

This wiki describes the user and admin features offered by KBMax CPQ with detailed instructions and guides to use the software effectively.

• Browse the table of contents below, or
• Search for specific content by typing into the search box above.

Quick Overview

End-User Help

Admin Help

Snap

Integrations

Localization

How-to articles

Release Notes

Full Table of Contents

• End-User Help
  • Products
  • Quotes
    • Workflows
  • Customers
  • Contacts
• Admin Help
  • Admin Portal
    • Users and Roles
      • Users
        • Anonymous User
      • Permissions
      • Roles
        • Company Administrator
        • Self-Registered
        • [Channel] User Role
        • Channel Administrator
      • Channels
    • Products Group
      • Standard Products
      • Categories
      • Configurators
        • Configurator Properties
          • Layout Properties for the "Classic" Layout
          • Layout Properties for the "Dream" Layout
          • Layout Properties for the "Modern 3D" Layout
        • Configurator Rules
          • Global Rule
          • Message Rule
          • Loaded Rule
          • Naming Rule
          • Page Changed / Tab Changed / Expander Changed Rule
          • Pricing Rule
          • Submit Rule
          • Validation Rule
          • Value Rule
          • Visibility Rule
          • Resize Rule
          • Field Rule
        • Actions
        • Option Filters
        • User Interface Layouts, Elements, and Buttons
          • Layouts (user interface components)
            • Pages
            • Tabs / TabControls
            • Grids
            • Groups
            • Expanders and Accordions
            • Containers
              • Container-Based Position Properties
            • Nested Sets
          • Elements
            • Fields
            • HTML Element
            • Media Element
            • Text Element
            • SVG Viewer Element
          • Buttons
          • Dynamic use of Layouts, Elements, and Buttons
        • Nested Configurators
          • Examples: Instantiating Nested Configurators
          • Examples: passing values between a nested configurator and its parent
        • Builds
          • Outputs
            • Word Output
              • Containers for Word Outputs
              • Images for Word Outputs
              • Lists for Word Outputs
              • Text for Word Outputs
            • Excel Output
              • Cell
              • Image (Excel)
              • Sheet
              • Table
            • Scene Render Output
            • PDF Bundle Output
            • Exports
            • CAD Output
              • CAD Output Fields
                • Annotation
                • Block
                • Block Array
                • Component
                • Custom Property (Creo/Inventor: Parameter)
                • Dimension
                • Dynamic Component
                  • Angle Mate
                  • Coincident Mate
                  • Coordinate System Mate
                  • Distance Mate
                  • Position Constraint
                • Feature
                • Layer
                • Library Feature
                  • Library Feature Dimension
                  • Library Feature Reference
                • Replace Component
                • Scale Feature
                • Text Field
              • Optimized Settings for a Solidworks Output Builder
              • CAD Drawing Output
                • Drawing Annotation
                • Drawing Dimension
                • Drawing Sheet
                • Drawing View
                • Dynamic Drawing Annotation
                • Dynamic Drawing Dimension
              • KBMax CAD Extension
                • Installing and Setting Up a CAD Extension Project
                • Output Builder Events
                • CAD Events
                • ePDM Events & Functions
                • Using JSON Serializer/Deserializer to pass data to CAD Extension
                • AutoCAD Events & Functions
            • SVG Output
            • Localizing Outputs
            • Text Output
        • Localizing Configurators
        • External IDs
      • Layouts (configurator structures)
      • Price Columns
      • Build Types
      • Test Builds
    • Resources
      • Media Folder
      • Templates
      • Tables
        • Database Tables
      • Safe Functions
      • Global Types
      • Generators
    • Quotes and Workflows
      • Quote Headers
      • Workflows Admin
        • Workflow States
          • Approval State
          • Build State
          • General State
        • Workflow Actions
        • Common Workflow Scenarios
          • Workflow Example: testing output documents
          • Workflow Example: approval workflow
          • Workflow Example: a simple build workflow
          • Workflow Example: sharing when using Channels
      • Workflow Selector
      • Custom Actions
      • Quote Outputs
      • Tags
    • Settings
      • General Settings
      • Builder Settings
      • Notifications
      • Currencies
      • Themes
      • Dashboard
      • Integrations Settings
    • Infrastructure
      • Tools
      • Deploy
      • Logs
      • Queues
      • Builders
      • Jobs
      • Database Firewall
    • 3D Scenes
      • 3D Scene Admin Tool
        • 3D Scene Top Toolbar
        • 3D Scene Editor
          • Interface Overview
            • Creation Panel
            • History Tab
            • Properties
            • The Explorer
            • Tools Tab
            • Transform Manipulators
          • Modeling
            • Modeling Basics
              • Polygon Primitives
              • Useful Tools
            • Component Modes
            • Coordination Modes
            • Modeling Tools
              • Edge Modeling Tools
              • Face Modeling Tools
              • Vertex Modeling Tools
            • Subdivision
              • Mesh Smooth
              • Subdivision Preview
            • Deformations
            • Modeling Operations
              • Clean Polymesh
              • Merge
              • Reference
              • Slice
              • Symmetry
              • Triangulate
            • Normals
          • Selecting
          • Cameras
            • Camera Settings
            • Orthographic Cameras
            • Perspective Cameras
          • Data Exchange
            • Exporting
            • Importing
            • Importing CAD Files
          • Lighting and Shading
            • Materials
              • Creating and Assigning
              • Deleting Materials
              • Material Types
                • Multi-Materials
                • V-Ray Materials
                • WebGL Materials
            • Textures
              • Adjusting UVs
              • Applying Textures
          • Keyboard Shortcuts
        • 3D Scene Rules Editor
          • 3D Scene Rules Editor Tree
          • Hotspots
          • 3D Scene Rules
            • Objects (Snap)
            • Models (Snap)
            • Hotspots (Snap)
            • Nested (Snap)
            • Values (Scene, Snap)
            • Material (Snap)
            • Animation (Snap)
            • Interaction (Snap)
          • Scene Properties
      • 3D Scene Glossary
      • 3D Scene Best Practices for Improved Performance
  • Capture Tool
    • Capturing CAD Output Fields
    • Capturing Excel Output Fields
    • Capturing Word Output Fields
  • Output Builder
  • Preview Site & Next Site
• Snap
  • An Overview of the Blocks
  • Best Practices
  • Rule Execution Order
  • Useful code snippets and techniques
    • Array intersection
    • System Functions
    • Text Manipulations
    • Distance between two points on the globe (via math)
    • Distance between two points on the globe (via web service)
  • Debugging Snap
  • Functions and Subroutines
  • Helpful Tips
  • Queries
    • Query Block
    • Insert Block
    • Update Block
    • Delete Block
  • Types
    • List of Types
      • List of Complex Types
        • Product
        • Quote
        • QuoteProduct
        • RestClient
        • RestResponse
        • User
      • List of Primitive Types
    • Defining Types
    • Enums
    • Arrays
      • Examples: Searching and Querying Arrays
    • Maps
  • Variables
• Integration Options
  • Embed API
    • Common Embed Use-cases
    • Embed API: using HTML instead of Javascript
    • Embed API: embedding a scene instead of a configurator
  • Outbound Web Services
  • Rest API
    • Accessing Quotes and Quote Products
    • .NET Library
  • External Databases
    • Sync your data with KBMax through a data integration tool
  • Salesforce CPQ Integration
    • Installing and setting up the Salesforce CPQ Integration for the first time
    • Upgrading to v2.0 of KBMax Salesforce CPQ
    • Setup a Salesforce CPQ Product to configure with KBMax
    • Working with Product Options in Salesforce CPQ
    • Editing Configuration Attributes in Salesforce CPQ
    • Read Salesforce CPQ Quote Fields
    • Salesforce CPQ Integration Troubleshooting
  • Salesforce CRM (Sales Cloud) Integration
    • Salesforce CRM User Flow
    • Integration Settings
      • Salesforce CRM Integration Setup ("Lightning" Experience)
      • Salesforce CRM Integration Setup ("Classic" Experience)
      • List of Salesforce CRM Integration components
    • Salesforce Snap Blocks
    • Salesforce CRM Customization
    • Salesforce CRM Integration Troubleshooting
  • Single Sign-On
    • Troubleshooting SSO Access
  • Salesforce.com B2B Commerce
• Localization
• How-to articles
  • How to Design 3D Configurators for Direct Customer Use
  • How to change the configurator viewer dynamically
  • How to create an output document: the BOM (bill of materials)
  • Using Outputs with Workflows
  • How to create a nested configurator: Multi-Floor Building
  • Create a 3D scene: understanding lighting and materials
  • Images in Scenes 1: Show user-uploaded files instantly in a 3D Scene
  • How to create a nested scene: Multi-Floor Building
  • Databases 1a: How to connect to your optional database (SSMS)
  • Databases 2: How to populate and query a database table
  • Passing parameters into your configurator
  • Option Filters 1: Basic walkthrough: Segment a long list of options
  • Option Filters 2: Use query rules to apply dynamic logic
  • Option Filters 3: Express complex logic in a "megatable"
  • Option Filters 4: Manage complex logic with a "truth table"
  • Option Filters 5: Modeling Your Data For Advanced Techniques
  • Track the use of your configurator or scene with digital analytics
  • Images in Scenes 2: Emboss/Extrude user-uploaded files onto an object in your scene
  • Drag & Drop 1: objects within scenes
  • Databases 3: Localizing database tables for use with option filters
  • Databases 1b: How to connect to your optional database (Azure Data Studio)
  • How to create a nested configurator: Wind Turbine
  • Objects within Scenes: changing an object's origin
• JIRA reports
• Pre-release features listed in this Wiki
• Release Notes
  • 3.0.43.0
  • 3.0.44.0
  • 3.0.45.0
  • 3.0.45.3
  • 3.0.46.0
  • 3.0.47.0
  • 3.0.48.0
  • 3.0.48.2
  • 3.0.48.3
  • 3.0.49.0
  • 3.0.50.0
  • 3.0.51.0
  • 3.0.52.0
  • 3.0.53.0
  • 3.0.54.0
  • 3.0.55.0
  • 3.0.56.0
  • 3.0.56.1
  • 3.0.57.0
  • 3.0.58.0
  • 3.0.59.0
  • 3.0.60.0
  • 3.0.61.0
  • 3.0.62.0
  • 3.0.63.0
  • 3.0.64.0
  • 3.0.65.0
  • 3.0.66.0
  • 3.0.67.0
  • 3.1.0.0
  • 3.1.2.0
  • 3.1.3.0
  • 3.1.4.0
  • 3.1.5.0
  • 3.1.6.0
  • 3.1.7.0
  • 3.1.9.0
  • 3.1.9.2
  • 3.1.10.0
  • 3.1.11.0
  • 3.1.12.0
  • 3.1.13.0
  • 3.1.13.2
  • 3.1.13.3
  • 3.1.14.0
  • 3.1.15.0
  • 3.1.16.0
  • 3.1.17.0
  • 3.1.18.0
  • 3.1.19.0
  • 3.1.20.0
  • 3.1.21.0
  • 3.1.22.0
  • 3.1.23.0
  • 3.1.24.0
  • 3.1.25.0
  • 3.1.26.0
  • 3.1.27.0
  • 3.1.28.0
  • 3.1.29.0
  • 3.1.30.0
  • 3.1.31.0
  • 3.1.32.0
  • 3.1.33.0
  • 3.1.34.0
  • 3.1.35.0
  • 3.2.0.0
  • 3.2.1.0
  • 3.2.2.0
  • 3.2.2.2
  • 3.2.3.0
  • 3.2.4.0
  • 3.2.5.0
  • 3.2.5.1
  • 3.2.6.0
  • 3.2.7.0
  • 3.2.8.0
  • 3.2.9.0
  • 3.2.10.0
  • 3.2.11.0
  • 3.2.12.0
  • 3.2.12.5
  • 3.2.12.6
  • 3.3.9.0 MAJOR RELEASE
  • 3.3.9.9
  • 3.3.9.12
  • 3.3.10.0
  • 3.3.10.4
  • 3.3.11.0
  • 3.3.11.1
  • 3.3.11.2
  • 3.3.12.1
  • 3.3.14.1
  • 3.3.14.5
  • 3.3.14.8
  • 3.3.15.2
  • 3.3.17.0
  • 3.3.18.0
  • 3.3.18.3
  • 3.3.18.4
  • 3.3.18.5
  • 3.3.18.7
  • 3.3.19.3
  • 3.3.21.4
  • 3.3.22.0
  • 3.3.22.2
  • 3.3.22.3
  • 3.3.24.5
  • 3.3.24.10
  • 3.3.25.0
  • 3.3.25.10 HOTFIX
  • 3.3.25.12
  • 3.3.26.0
  • 3.3.26.2
  • 3.4.6.10 MAJOR RELEASE
  • 3.4.6.11 HOTFIX
  • 3.4.7.0
  • 3.4.8.0
  • 3.4.9.0
  • 3.4.9.4 HOTFIX
  • 3.4.10.0
  • 3.4.11.7
  • 3.4.12.0
  • 3.4.13.6
  • 3.4.14.0
  • 3.4.14.8 HOTFIX
  • 3.4.16.0
  • 3.4.16.8 HOTFIX
  • 3.4.17.0
  • 3.4.17.5
  • 3.4.18.0
  • 3.4.20.0
  • 3.4.21.1
  • 3.4.25.0
  • 3.4.26.3

NOTE: All of the screenshots and sample code supplied is provided on an as-is basis, and is only intended to demonstrate ways of using the KBMax platform. No representations or warranties are made regarding these samples. Any licensed user of the KBMax platform is free to use any or all of these samples in connection with building applications related to the platform, and is granted a royalty free, non-exclusive license for these samples, or parts thereof. Intellectual property rights of the samples remain with KBMax. Any confidentiality provisions of the KBMax license apply to the samples.