priceEntityAfterSave
If enabled, the whole Quote or Contract is recalculated after changes in a Configurator are saved. Default value: disabled
Id – configurator.priceEntityAfterSave
Type – boolean
Value – false
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
showAssignAccount
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, Assign Account action is displayed. Default value: disabled
Id – contractHeaderConfiguration.showAssignAccount
Type – boolean
Value – false
showAssignOpportunity
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, Assign Opportunity action is displayed. Default value: disabled
Id – contractHeaderConfiguration.showAssignOpportunity
Type – boolean
Value – false
showContractHeader
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the contract header is displayed. Default value: enabled
Id – contractHeaderConfiguration.showContractHeader
Type – boolean
Value – true
showCreatedByName
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Created By field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showCreatedByName
Type – boolean
Value – true
showEndDate
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the End Date field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showEndDate
Type – boolean
Value – true
showLastUpdateDate
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Last Update Date field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showLastUpdateDate
Type – boolean
Value – true
showSignatureStatus
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Signature Status field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showSignatureStatus
Type – boolean
Value – true
showStartDate
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Start Date field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showStartDate
Type – boolean
Value – true
showStatus
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Status field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showStatus
Type – boolean
Value – true
showUserGroups
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the User Group Edit/View field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showUserGroups
Type – boolean
Value – true
showWorkflowStatus
The complete contract header or its individual elements can be hidden according to your needs.
If enabled, the Workflow Status field is displayed in the header. Default value: enabled
Id – contractHeaderConfiguration.showWorkflowStatus
Type – boolean
Value – true
lookupField
Allows you to configure contract items input.
Id – contractItemInput.lookupField
Type – text
Value – uniqueName
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 published todaybe displayed to the user, when they search on Items tab when searching for adding new line item.
Id – contractItemInput.valueField
Type – text
Value – label
omitTableLevel
Allows you to customize the content of the Contract details page.
Number of "levels" that should be omitted in the table view. For example, to hide the first row in the table view that represents the "Root Folder" level, use the value 1. Default value: empty
Id – contracts.omitTableLevel
Type – integer
Value – 0
showBackToList
Allows you to customize the content of the Contract details page.
If enabled, the arrow icon, allowing users to navigate from a Contract detail page back to the list of Contracts, is displayed. Default value: enabled
Id – contracts.showBackToList
Type – boolean
Value – true
showCalculationDate
Allows you to customize the content of the Contract details page.
Shows/hides the Calculation Date text field on the Contract Header tab. Default value: true
Id – contracts.showCalculationDate
Type – boolean
Value – true
showContractEndDate
Allows you to customize the content of the Contract details page.
Shows/hides the End Date text field on the Contract Header tab. Default value: true
Id – contracts.showContractEndDate
Type – boolean
Value – true
showContractExternalRef
Allows you to customize the content of the Contract details page.
Shows/hides the External Reference text field on the Contract Header tab. Default value: true
Id – contracts.showContractExternalRef
Type – boolean
Value – true
showContractGroups
Allows you to customize the content of the Contract details page.
Shows/hides (editable) fields "User Group (Edit)" and "User Group (View)" on the Contract Header tab. Default value: true
Id – contracts.showContractGroups
Type – boolean
Value – true
showContractLabel
Allows you to customize the content of the Contract details page.
Shows/hides the Description field on the Contract Header tab. Default value: true. For Ember only.
Id – contracts.showContractLabel
Type – boolean
Value – true
showContractStartDate
Allows you to customize the content of the Contract details page.
Shows/hides the Start Date text field on the Contract Header tab. Default value: true
Id – contracts.showContractStartDate
Type – boolean
Value – true
showInputsView
Allows you to customize the content of the Contract details page.
Shows/hides the Input Parameters section in Line Items tree view. Default value: true
Id – contracts.showInputsView
Type – boolean
Value – true
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 the customer input for quotes and contracts.
Id – customerInput.disabled
Type – boolean
Value – false
idField
Allows you to configure 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 the customer input for quotes and contracts.
Id – customerInput.lookupField
Type – text
Value – customerId
placeholder
Allows you to configure the customer input for quotes and contracts.
Id – customerInput.placeholder
Type – text
Value – Enter the customer ID
searchButtonTip
Allows you to configure the customer input for quotes and contracts.
Id – customerInput.searchButtonTip
Type – text
Value – Search customer
valueField
Allows you to configure 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 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 the product input for quotes and contracts.
Id – productInput.disabled
Type – boolean
Value – false
idField
Allows you to configure 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 the product input for quotes and contracts.
Id – productInput.lookupField
Type – text
Value – sku
nameField
Allows you to configure 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 the product input for quotes and contracts.
Id – productInput.placeholder
Type – text
Value – Enter the product SKU
searchButtonTip
Allows you to configure the product input for quotes and contracts.
Id – productInput.searchButtonTip
Type – text
Value – Search product
valueField
Allows you to configure the product input for quotes and contracts.
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
validateInputsOnSave
Configures user inputs validation (if all required fields are filled in) when a quote or contract is saved. 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 – validateInputsOnSave
Type – text
Value – strict