Page Comparison

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 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