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You can edit the settings directly using the sliders and checkboxes and save them using the buttons at the bottom of the page:
Buttons Display | Function |
|---|
 | Once you have modified one or more settings, you can use the Show Modified button to check your adjustments before saving. The modified setting will be displayed with a gray background: |
 |
 | Cancels the gray background, you can make further adjustments. |
 |
Un-does the changes made. |
 | Applies the changes and deselects if necessary. |
Each setting corresponds to a so-called setup text, which can also be viewed and edited individually outside the quote editor via the custom object of the same name in Salesforce.
These settings normally apply to the entire Salesforce instance. If you need different values for the same setting, e.g. in international use, you can filter duplicate setup texts via the apperoLanguageLocale locale.
The settings are divided into the following areas:
| Child pages (Children Display) |
|---|
Note on the update to appero quote 24.100 for existing customers
The new reduced view does not change your existing settings, as the existing setup text data remains unchanged in the background. As an existing customer, you have the option of switching to the reduced layout via Settings > Interface > "Quote Settings Options". Please note that you can then only switch back to the old view via the setup text quoteSettingsJSONOptions.
Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Quote Settings Options | Picklist:
| quoteSettingsJSONOptions |
|
|