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showWorkflowButton

You can decide, which contract action buttons to display or hide on the contract list and detail view pages.

If enabled, the Workflow tab is displayed. Default value: enabled

Id – contractButtonsConfiguration.showWorkflowButton
Type – boolean
Value – true

contractDateInPastValidation

If enabled, a verification if the contract expiry date is not in the past is performed.

Id – contractDateInPastValidation
Type – boolean
Value – false

showLineItemLookup

The showLineItemLookup flag enables you to hide the contract item search field. Default value: enabled

Id – contractEditor.showLineItemLookup
Type – boolean
Value – true

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nameField

Allows you to configure contract items input.

Name of Contract object field, whose value will be displayed to the user, when they search on Items tab when searching for adding new line item.

Id – contractItemInput.nameField
Type – text
Value – uniqueName

valueField

Allows you to configure contract items input.

Name of Contract object field, whose value will be displayed to the user, when they search on Items tab when searching for adding new line item.

Id – contractItemInput.valueField
Type – text
Value – label

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showItemsViewOptions

Allows you to customize the content of the Contract details page.

If enabled, the View Options (eye) icon is displayed on the Items tab. This option can be used to switch between the tree view and the table view. Default value: enabled

Id – contracts.showItemsViewOptions
Type – boolean
Value – true

contractSaveBeforeSubmit

If enabled, a contract draft is saved automatically when the user clicks the Submit button without previously saving the contract.

Id – contractSaveBeforeSubmit
Type – boolean
Value – false

disabled

Allows you to configure or disable the customer input for quotes and contracts.

Id – customerInput.disabled
Type – boolean
Value – false

idField

Allows you to configure or disable the customer input for quotes and contracts.

Name of Customer object field, whose value will be displayed to the user in brackets, when they click on Customer input and the dropdown with list of customers shows. This value will then become a value of the Customer input field, which can be read in the logic.

Id – customerInput.idField
Type – text
Value – customerId

lookupField

Allows you to configure or disable the customer input for quotes and contracts.

Id – customerInput.lookupField
Type – text
Value – customerId

placeholder

Allows you to configure or disable the customer input for quotes and contracts.

Id – customerInput.placeholder
Type – text
Value – Enter the customer ID

searchButtonTip

Allows you to configure or disable the customer input for quotes and contracts.

Id – customerInput.searchButtonTip
Type – text
Value – Search customer

valueField

Allows you to configure or disable the customer input for quotes and contracts.

Name of Customer object field, whose value will be displayed to the user, when they click on Customer input and the dropdown with list of customers shows.

Id – customerInput.valueField
Type – text
Value – name

expandWorkflowComments

If enabled, comments entered by the approvers are expanded when the Workflow tab is displayed. Default value: disabled

Id – expandWorkflowComments
Type – boolean
Value – false

inputRules

Currently, there is one input rule type implemented for the table view and input matrix. Example: { from: 'Sales Discount in %', to: 'Quote Quantity', action: 'delete' }This means that content of 'Quote Quantity' field should be deleted if the 'Sales Discount in %' field is modified.

Id – inputRules
Type – json array
Value – []

automaticSelection

Allows you to configure or disable the product input for quotes and contracts.

If enabled, the line item is automatically added to the quote, contract or rebate agreement when it’s the only one item with sku or label matching the filter. For Ember only.

Id – productInput.automaticSelection
Type – boolean
Value – false

disabled

Allows you to configure or disable the product input for quotes and contracts.

Id – productInput.disabled
Type – boolean
Value – false

idField

Allows you to configure or disable the product input for quotes and contracts.

Name of Product object field, whose value will be displayed to the user in brackets, when they click on Product input and the dropdown with list of customers shows. This value will then become a value of the Product input field, which can be read in the logic.

Id – productInput.idField
Type – text
Value – sku

lookupField

Allows you to configure or disable the product input for quotes and contracts.

Id – productInput.lookupField
Type – text
Value – sku

nameField

Allows you to configure or disable the product input for quotes and contracts.

Name of Product object field, whose value will be displayed to the user, when they search on Items tab when searching for adding new line item.

Id – productInput.nameField
Type – text
Value – sku

placeholder

Allows you to configure or disable the product input for quotes and contracts.

Id – productInput.placeholder
Type – text
Value – Enter the product SKU

searchButtonTip

Allows you to configure or disable the product input for quotes and contracts.

Id – productInput.searchButtonTip
Type – text
Value – Search product

valueField

Allows you to configure or disable the product input for quotes and contracts.

Id – productInput.valueField
Type – text
Value – label

contractDetail

If enabled, new contract detail will be used.

Id – useReactFor.contractDetail
Type – boolean
Value – false

contractList

If enabled, new contract list will be used.

Id – useReactFor.contractList
Type – boolean
Value – true

contractDateInPastValidation

If enabled, a verification if the contract expiry date is not in the past is performed.

Id – contractDateInPastValidation
Type – boolean
Value – false

contractSaveBeforeSubmit

If enabled, a contract draft is saved automatically when the user clicks the Submit button without previously saving the contract.

Id – contractSaveBeforeSubmit
Type – boolean
Value – false

expandWorkflowComments

If enabled, comments entered by the approvers are expanded when the Workflow tab is displayed. Default value: disabled

Id – expandWorkflowComments
Type – boolean
Value – false

inputRules

Currently, there is one input rule type implemented for the table view and input matrix. Example: { from: 'Sales Discount in %', to: 'Quote Quantity', action: 'delete' }This means that content of 'Quote Quantity' field should be deleted if the 'Sales Discount in %' field is modified.

Id – inputRules
Type – json array
Value – []

Name of Product object field, whose value will be displayed to the user, when they click on Product input and the dropdown with list of products shows.

Id – productInput.valueField
Type – text
Value – label

showContractHeaderText

If enabled, the Header Text panel in the contract detail view is visible. Default value: enabled

Id – showContractHeaderText
Type – boolean
Value – true

showTableView

To display the table view as the default view to the user on the Quote and Contract Items tab, enable this property. Default value: disabled

Id – showTableView
Type – boolean
Value – false

contractDetail

If enabled, new contract detail will be used.

Id – useReactFor.contractDetail
Type – boolean
Value – false

contractList

If enabled, new contract list will be used.

Id – useReactFor.contractList
Type – boolean
Value – true

validateInputsOnPrice

Configures user inputs validation (if all required fields are filled in) when a quote or contract is recalculated. Possible values: none – Disables the validation. strict – Prevents the action to be executed if the validation fails. warn – The action is executed even if the validation fails but a warning is displayed.

Id – validateInputsOnPrice
Type – text
Value – strict

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