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Which buttons to hide and when can be specified in the JSON definition of a Quote Type, therefore it is not dependent on a calculation logic execution. You can configure criteria when some Quote buttons shall be hidden to users, so that you offer them only those actions that make sense for them.

The criteria defined in the JSON configuration are evaluated dynamically, during each “refresh“, so only applicable choices are shown to the end users at all times. The configuration affects buttons visible on Detail page as well as contextual buttons on the List page. If multiple Quotes of different Quote Types are selected on the List page then only the buttons that are not hidden by any of the represented Quote Types are visible.

The following buttons can be hidden in the JSON configuration (false = hidden):

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  • The same buttons can be hidden this way in Agreement & Promotion Types and Compensation Types.

  • There is a difference between deleteButton and deleteMultipleButton. If you select two Quotes on the List page, one of which has the deleteButton enabled on the root level in the Quote Type and the other one has the deleteButton disabled, the Delete button will be displayed and you will be able to delete both Quotes by this action. The reason is that when you select multiple Quotes, the button that is rendered is the deleteMultipleButton one. Therefore if you want to make sure that users do not delete Quote that they shouldn't you must disable also the deleteMultipleButton.

  • On the list page you can have Quotes based on different Quote Types. Some of the Quote Types may use the JSON configuration to hide some context action buttons (Submit, Delete, etc.). When you select multiple Quotes where some have hidden buttons and some do not, the general rule is that when you select at least one Quote which has a specific contextual button hidden, then the button is hidden for the whole selection.

  • Hiding buttons on Dashboards and Configuration Wizards tabs is not supported.

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