Quote Line Editor Drawers

by Community Manager ‎03-03-2017 03:33 PM - edited ‎08-18-2017 11:12 AM

OVERVIEW

Organize excess line editor fields in collapsible drawers displayed under each quote line.

 

KEY CONCEPTS

DETAILS

Quote Line Editor Drawers are available in Salesforce CPQ 28.0 and newer.

 

If your quote line editor has a large field set and you want to organize the editor layout, you can place certain fields in a collapsible drawer below each line item.  

 

Benefits include:

  • Eliminating the need for horizontal scrolling.  
  • Giving the user the ability to see all fields related to a quote line in a single view (or at once).

Add the fields you want collapsed to the Quote Line's Standard Line Item Drawer field set. All fields in this set will appear in drawers under each quote line. You can have any number of drawers open or closed at the same time and edit fields as needed in each drawer.

 

Note: Fields already in the Line Editor field set will not also display in a line item drawer. If you want a field to display in line item drawers, make sure it's only in the Standard Line Item Drawer field set.

 

To view a Standard Product line's drawer, select the arrow icon on the far-right side of the quote line. drawers1.png

 

 

 

Select the table header arrow to collapse all line item drawers for that table.

drawers2.png

 

Note: As of Salesforce CPQ 28.0, the Standard Line Item Drawer field set applies fields to all line items and may not be customized for individual line items.

 

Any rich text editor fields in Standard Line Item Drawer are displayed immediately below the drawer’s Details header.  They will display in the order that you have them in the field set.  

Drawers4.png

 

Mobile

In SF1, Standard Line Item Drawer fields are automatically appended to each line item’s card.

 

SETUP

Add the fields you want collapsed to the Quote Line's Standard Line Item Drawer field set.