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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

showAssignAccount

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

If enabled, the Assign Account button is displayed. Default value: disabled

Id – contractButtonsConfiguration.showAssignAccount
Type – boolean
Value – false

showAssignOpportunity

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

If enabled, the Assign Opportunity button is displayed. Default value: disabled

Id – contractButtonsConfiguration.showAssignOpportunity
Type – boolean
Value – false

showAssignOpportunityOnApproved

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

If enabled, Assign Opportunity button is displayed on approved contract. Default value: disabled

Id – contractButtonsConfiguration.showAssignOpportunityOnApproved
Type – boolean
Value – false

showAttachmentsButton

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

If enabled, the Attachments button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showAttachmentsButton
Type – boolean
Value – true

showCreateOpportunity

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

If enabled, the Create Opportunity button is displayed. Default value: disabled

Id – contractButtonsConfiguration.showCreateOpportunity
Type – boolean
Value – false

showDuplicateButton

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

If enabled, the Duplicate button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showDuplicateButton
Type – boolean
Value – true

showExportToExcelButton

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

If enabled, the Export XLSX button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showExportToExcelButton
Type – boolean
Value – true

showExportToPdfButton

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

If enabled, the Export PDF button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showExportToPdfButton
Type – boolean
Value – true

showExportToWordButton

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

If enabled, the Export DOCX button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showExportToWordButton
Type – boolean
Value – true

showNewRevisionButton

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

If enabled, the Create New Revision button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showNewRevisionButton
Type – boolean
Value – true

showRecalculateButton

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

If enabled, the Recalculate button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showRecalculateButton
Type – boolean
Value – true

showRevokeButton

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

If enabled, the Revoke button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showRevokeButton
Type – boolean
Value – true

showSaveButton

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

If enabled, the Save button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showSaveButton
Type – boolean
Value – true

showSubmitButton

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

If enabled, the Submit button is displayed. Default value: enabled

Id – contractButtonsConfiguration.showSubmitButton
Type – boolean
Value – true

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

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
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