Self-Updating Bricks

General

Self-Updating Bricks offer several advantages at once:

Their content can be centrally managed and automatically updated in the associated quotes and templates. In addition, they are locked for editing by the user, so that critical content is protected from manipulation.

A common example of a self-updating brick is general terms and conditions in quotes, which should always be displayed in their current state.

Configuration

Create a Brick record over the object with the same name and activate the checkbox "Is Self-Updating".

Then you can assemble the brick as you like in the Brick Editor.

Open

If the checkbox is set subsequently for an existing Brick, the automatic update will only affect the subsequently created quotes, the activation will not apply retroactively.

Display in the quote editor

The Brick can be selected via the sidebar like any other Brick and inserted into the quote. The functionality is visually recognizable by the gray frame and the background hatching of the Brick.

The only editing options available to the user are the move and delete functions. If the brick consists of several items, they can only be moved or deleted as a whole.

Open

Automatic update

If the so-called parent brick is edited by the Quote Admin, these changes will be displayed the next time a quote containing the brick is edited.

Changes can affect pure image and text content, but also the addition and removal of entire quote items.

The changes take effect only when the editor is opened, there is no update in existing PDFs, sent or approved quotes, i.e. quotes that can no longer be edited, so in any case the consistency of data is ensured.