Veles writes the variable namespace today: one record per custom field
value on the quote, keyed by the field’s key and labelled with its name.
Number, currency and boolean fields fill their typed value field; a formula
field fills the one its return type names; text and select fields fill Text
Value with the text shown in Veles, a multi select’s labels separated by
semicolons. A percentage is stored as the percent Veles shows, so 12.5% is
12.5. A cleared value writes no record, and the record is deleted when the
value is cleared or the field is deleted in Veles. The uom namespace is not
written here: Unit of Measure values are written per phase, as
Quote Phase Attribute Values.
Upgrading the package does not change a Veles Quote layout that is already
installed. If your Veles Quote page has no Attribute Values list, add it: in
Setup, open Object Manager > Veles Quote > Page Layouts > Veles Quote
Layout, drag Attribute Values from Related Lists onto the page, open
its properties (the wrench), add Label, Display Value and Namespace
as columns, sort by Attribute Key, and save.
Fields at a glance
Field details
Veles External ID — The stable Veles identifier for this attribute value.
All sync writes upsert on this field; never edit.
Quote — The quote this value belongs to. Attribute values are deleted
with their parent.
Namespace — The attribute’s user-defined domain. Initial values are
variable and uom. The picklist is unrestricted so future namespaces do
not break synchronization.Data Type — Identifies the one typed value field that is meaningful.
Initial values are
text, number, currency, percentage, and
boolean.Display Value — The value as text, read from whichever typed field Data
Type names: a currency value prefixed with the quote’s currency code, a
percentage with a percent sign, a boolean as Yes or No, and Text Value for
any other type. For related lists and list views; report and filter on the
typed value fields.
Text Value — The resolved value when Data Type is
text. Select and
reference values are also represented as resolved text.Number Value — The normalized value when Data Type is
number. Any
presentation scaling has already been applied.Boolean Value — The resolved value when Data Type is
boolean. Ignore
this field for all other data types.
