Interface

Available Features & Items in the Editor

Items available for users

Checkboxes:

• Header

• Footer

• Text Area

• Heading 1

• Heading 2

• Heading 3

• Spacer

• Horizontal line

• Subtotal

• Total net

• Total gross

• VAT

• Group Total net

• Group Total gross

• Page break

• Product details

• Product overview

• Sum Discount

• Signature

• Image

• Column heading

• Price Rebate

elements_all

Default: 3,5,6,7,8,9,10,11,13,21,22,23 

This parameter defines which items are available for users in quote:

1 = Quote header
2 = Quote footer
3 = Text Area
5 = Spacer
6 = Horizontal Line
7 = Sub Total
8 = Total Net
9 = Total Gross
10 = VAT
11 = Group Total Net
12 = Group Total Gross
13 = Page Break

and etc.

The numbers are based on the different types of Quote Line Items

Items available for admins

Checkboxes:

• Header

• Footer

• Text Area

• Heading 1

• Heading 2

• Heading 3

• Spacer

• Horizontal line

• Subtotal

• Total net

• Total gross

• VAT

• Group Total net

• Group Total gross

• Page break

• Product details

• Product overview

• Sum Discount

• Signature

• Image

• Column heading

• Price Rebate

elements_admin

Default: 1,2,3,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23

This parameter defines which items are available for users in quote:

1 = Quote header
2 = Quote footer
3 = Text Area
5 = Spacer
6 = Horizontal Line
7 = Sub Total
8 = Total Net
9 = Total Gross
10 = VAT
11 = Group Total Net
12 = Group Total Gross
13 = Page Break

and etc.

The numbers are based on the different types of Quote Line Items

Toolbar - enabled features for users

Checkboxes:

• Move

• Duplicate

• Set Item as formatted alternative

• Set Item as alternative

• Lock / Unlock Item

• Hide / Show Item

• Delete

• Create Bricks

elements_ui_toolbar

toolbar_visible_columnvisibility,
toolbar_visible_group,
toolbar_visible_numbers,
toolbar_visible_move,
toolbar_visible_duplicate,
toolbar_visible_alternative1,
toolbar_visible_alternative2,
toolbar_visible_locked,
toolbar_visible_hide,
toolbar_visible_trash,
toolbar_visible_bricks,
toolbar_visible_additionalInformation

Default: 
toolbar_visible_columnvisibility, toolbar_visible_group, toolbar_visible_numbers, toolbar_visible_move, toolbar_visible_duplicate, toolbar_visible_alternative1, toolbar_visible_alternative2, toolbar_visible_hide, toolbar_visible_trash, toolbar_visible_bricks, toolbar_visible_additionalInformation

Use this parameter to define the editing options for standard users in the quote editor.

Column header - enabled features for users

Checkboxes:

• Visibility

• Order

• Labels & Orientation

• Column Width

elements_ui_columnheader

Visibility,
Order,
Labels_Orientation,
Width

Default: ""

Define which settings standard users are allowed to make to the column layout.

Editor - enabled features for users

Checkboxes:

• Add Products

• Add Quote Items

• Add Bricks

elements_ui_editor_main_user

editor_visible_products,
editor_visible_quoteitems,
editor_visible_bricks

Default: editor_visible_products, editor_visible_quoteitems,
editor_visible_bricks

Determine whether users can add products, bricks or other items. Available items can also be restricted.

Editor - enabled features for admins

Checkboxes:

• Add Products

• Add Quote Items

• Add Bricks

elements_ui_editor_main_admin

editor_visible_products,
editor_visible_quoteitems,
editor_visible_bricks

Default: editor_visible_products, editor_visible_quoteitems,
editor_visible_bricks

Determine whether admins can add products, bricks or other items. Available items can also be restricted.

Advanced Product Search

Use server product search

Option switch

useProductQueryModal

true / false

Default: false

This parameter is recommended for large price books. It skips the loading of price book entries and activates the server-side product search.

Layout for server product search

Input field

productQueryModalLoadColumnsByListView

API-Name der Listenansicht

In this parameter you can enter the name of a product list view that contains the fields that are to be displayed in the server-side product search.

Show Icon for Product Filter in Search

Option switch

detailsearch

true / false

Default: false

You can use this parameter to activate the advanced product search with additional filter options.

Fieldnames for Product Filter in Search

Input field

productFilterFields

API-Feldnamen

Default: Description,family

Entry of Product2 API field names separated by comma, only types text, checkbox, picklist, currency, date, number and lookup.

Let users decide where to place new products via Anchors

Option switch

addProductsViaAnchor

true / false

Default: false

This parameter activates the anchor for the editor. As soon as the anchor is set on an quote item, all newly added products are placed above the anchored item. Activating an anchor automatically deactivates another existing anchor.

Product Specification

Display Product Image Tab

Option switch

showProductImageTab

true / false

Default: false

Activates product images in the editor

Product description cannot be edited

Option switch

checkEditLongDescription

true / false

Default: false

If this option is active, the product description cannot be changed by the user.

Set Product Code to read-only

Option switch

ProductCodeReadOnly

true / false

default_standard: false,

default_newInstallation: true

If this parameter is active, the product code column cannot be edited in the editor.

Add related products by product group

Option switch

addAddOnsRespectingProductGroups

true / false

Default: false

With this setting, add-on products are added to the quote based on their product groups, otherwise they are added after the product.