Layout
- Anne Krieg
- Phu Nguyen (Unlicensed)
In the Admin area, section "Layout", you can define essential layout conditions.
Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Document Structure | ||||
Position number for added product items | Picklist:
| addSubPos | sub / subsub / nor Default: nor | Defines the level of detail of the product numbers. |
Position number for child product items | Picklist:
| addOnSubPos | sub / subsub / nor default_standard: nor | Defines the level of detail of the child product numbers. |
Default columns for product properties | Picklist:
| ProductPropertyColumns | Default: 1 | It is possible to display several product properties in up to three columns next to each other (default: 1 column, properties below each other) Limitations: Multiple columns are only recommended for product properties without calculation, and a three-column display is only displayed correctly in the PDF if there is no property type Table below it. |
Do not indent alternative positions
| Option switch | noinset | true / false Default: false | If this setting is active, alternative formatted items are not displayed indented in the PDF. |
Standard Signature | Picklist:
| StandardSignature | OppOwner / QuoteOwner Default: OppOwner | Defines the preselection for the signature graphic OppOwner = The signature that is stored at the opportunity owner is preset QuoteOwner = The signature that is stored at the quote owner is used |
Display signature of manager
| Option switch | ManagerSignature | true/false Default: false | If this setting is active, the manager's signature is displayed in addition to the standard signature. |
Auxiliary line from right page margin | Input field | rightMargin | Default: 10 | Use the red guide line, e.g. to visually display the type area of the document. |
Use full page width for product name
| Option switch | productNameFullWidth | true / false Default: false | If the set-up text is activated, the description column is placed above all other columns in the layout, whereby the width corresponds to the width of all other visible columns for product and sum items The "Description" column can then no longer be selected in the configuration in the column header and the individual column headings. The setting applies not only to the product name, but also to the description of sum and discount items. Please note that the Product Overview element cannot currently be used when the setup text is active; it is not displayed correctly in the PDF. |
Use Product Description Detail
| Option switch | UseDescriptionDetail | true / false Default: false | If your product description is longer than 4000 characters, you must use the 'Detailed description' field. Activate this parameter to use the detailed description in appero quote. |
Hide product description in PDF | Option switch | HideDescriptionLong | true / false Default: false | Hides the product description in the PDF. |
Custom Formula Columns | ||||
Formula of xColumn1 | Input field | formularXColumn1 | Default: "" |
|
Formula of xColumn2 | Input field | formularXColumn2 | Default: "" | With formula columns, you can reference content from different columns, calculate a value from it and display it in a separate column. You create the formula using variables at quote item level. All columns are available analogous to the variables at product level as well as the operators +,-,*,/. See https://factory42.atlassian.net/wiki/spaces/apperoquotedocumentation/pages/3340145814 |
Format of xColumn1 | Picklist:
| formularXColumn1Formatter | Default: String | Formula columns can be formatted as currency, number, percent, integer or text. See https://factory42.atlassian.net/wiki/spaces/apperoquotedocumentation/pages/3340145814 |
Format of xColumn2 | Picklist:
| formularXColumn2Formatter | Default: String | Formula columns can be formatted as currency, number, percent, integer or text. See https://factory42.atlassian.net/wiki/spaces/apperoquotedocumentation/pages/3340145814 |