Date and Time Input Formatting in NetSuite CPQ 2026.1
New NetSuite CPQ 2026.1 feature allows users to input dates and times in customizable formats for better data accuracy.
TL;DR Opening
Users can now input dates and times in a customized format within the NetSuite CPQ Configurator, enhancing the accuracy and efficiency of data entry in specific question types. This feature is critical for ensuring that users submit their responses consistently and correctly. Starting in NetSuite 2026.1, the CPQ AI Assistant has also been introduced, enhancing the configuration process further.
How Can Users Input Dates and Times?
Starting in the latest version of NetSuite CPQ Configurator, users can easily type dates and times following a predefined format. This flexibility is available across various question types that require date and time input, allowing for enhanced data accuracy and user experience.
Supported Input Types
Formatted date and time input is available in the following areas:
- Date and Time Input Box Text Fields: This allows users to enter date and time in text fields precisely formatted to your specifications. For operational effectiveness, refer to Input Box Questions for additional insights.
- Date and Time QTable Columns: Users can also provide formatted date and time input within
QTablecolumns. Detailed guidelines can be found in QTable Questions. - Checkboxes and Radio Buttons: These input types can be associated with date and time. More on configurations can be found in Checkbox and Radio Button Questions.
Enabling Date Mask Format
To enable the formatted date and time input capability:
- Access the answer records for the relevant question types in NetSuite CPQ Configurator.
- Check the Enable date mask option. This setting ensures users type date and time using only allowed characters.
User Input Guidelines
When utilizing this feature, note the following:
- Automatic Formatting: Fixed characters like slashes or hyphens are filled automatically as users type, reducing input errors.
- Navigation Keys: Users can leverage the left and right arrow keys to move between elements of the date and time, while up and down arrow keys allow them to increase or decrease values efficiently.
- Selector Options: Users retain the option to select date and time using a calendar and time selector, maintaining flexibility in input methods.
Who This Affects
This enhancement primarily impacts:
- Administrators: Responsible for enabling and managing date and time settings.
- Developers: Require familiarity with implementing these input formats in customization.
- Users: Directly benefit from improved data entry accuracy and ease of use within the CPQ Configurator.
Key Takeaways
- Users can now input formatted dates and times within the NetSuite CPQ Configurator.
- Enhanced input options are available for text fields,
QTablecolumns, and checkboxes/radio buttons. - Enable this feature by checking the Enable date mask option in answer records.
- Automatic formatting and navigation improve the user experience during data entry.
- Still retain the option to use calendar and time selectors for input.
NetSuite CPQ AI Assistant
Important:
For this initial release, the NetSuite CPQ AI Assistant is available only in non-production accounts, including sandbox and release preview accounts.
NetSuite CPQ Configurator (version 1.8.0) introduces the CPQ AI Assistant, a generative AI-driven tool that simplifies and enhances the product and service configuration process. Using a large language model (LLM), the assistant guides sales reps and buyers through complex product configurations by responding to natural language prompts. When a user selects a configurable item in a transaction, a Configure with CPQ Assistant button appears in the bottom-right corner. Selecting this button launches the AI Assistant, opening a guided chat to collect configuration details and provide real-time recommendations. Through this interaction, the assistant clarifies options and helps users of all experience levels complete even complex configurations efficiently.
Users with the Administrator role or CPQ Product Builder role prepare product, question, and answer records for the AI Assistant on the CPQ AI Assistant subtab, found on each related record. This subtab allows administrators to review readiness, create or improve AI descriptions, ensure records meet quality standards, and control where and when end users see the AI Assistant.
For more information, see NetSuite CPQ AI Assistant.
--- Context from https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/article_9094751090.html ---
Important:
NetSuite CPQ AI Assistant is available only in non-production accounts, including sandbox and release preview accounts.
Note:
NetSuite CPQ AI Assistant requires the NetSuite CPQ Configurator SuiteApp. For more information, see Installing NetSuite CPQ SuiteApps.
NetSuite CPQ (Configure, Price, Quote) AI Assistant is an interactive generative artificial intelligence (AI) tool that helps you work with configurable items in the NetSuite CPQ Configurator. These items include inventory items, non-inventory items, and assemblies.
Whether you're a first-time buyer or an experienced sales rep, the assistant helps you build an item configuration that fits your needs. Using simple, natural language, you can describe what you're looking for, and the assistant guides you through the configuration process. It uses a large language model (LLM) to interpret your input and responds with helpful information about the item you're configuring. Based on the details you provide, it guides you through configuring an item that fits your needs.
Frequently Asked Questions (4)
How can I enable date and time input formatting in the NetSuite CPQ Configurator?
In which input areas can I use the formatted date and time feature in NetSuite CPQ?
Does the new date and time formatting feature support automatic character insertion in NetSuite CPQ?
Is the NetSuite CPQ AI Assistant available in production accounts?
Weekly Update History (1)
Added the following entries: Add Attachments to Transactions Filtering QTable Popup Lists by Row
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