Feature Flags (Quotes)
hiddenGroupPrefix
Using this flag, define a prefix that will identify hidden groups in Calculation Results. Elements belonging to a Result Group with that prefix will not be displayed in the quote calculation results. Useful for cases when you need to send data to the UI but do not want users to see it.
Id – calculationResults.hiddenGroupPrefix
Type – text
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
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. A field with unique value for each record must be selected.
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. A field with unique value for each record must be selected.
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
productSearchWithQuoteItems
Send quote items on server for filtering products to add
Id – productSearchWithQuoteItems
Type – boolean
Value – false
quoteDateInPastValidation
If enabled, a verification if the quote expiry date is not in the past is performed.
Id – quoteDateInPastValidation
Type – boolean
Value – false
showProductLookup
The showProductLookup flag enables you to hide the product search field on the Items tab. Default value: enabled
Id – quoteEditor.showProductLookup
Type – boolean
Value – true
showAssignAccount
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, Assign Account action is displayed. Default value: disabled
Id – quoteHeaderConfiguration.showAssignAccount
Type – boolean
Value – false
showAssignOpportunity
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, Assign Opportunity action is displayed. Default value: disabled
Id – quoteHeaderConfiguration.showAssignOpportunity
Type – boolean
Value – false
showCreatedByName
The complete quote 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 – quoteHeaderConfiguration.showCreatedByName
Type – boolean
Value – true
showEffectiveDate
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, the Effective Date field is displayed in the header. Default value: enabled
Id – quoteHeaderConfiguration.showEffectiveDate
Type – boolean
Value – true
showExpiryDate
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, the Expiry Date field is displayed in the header. Default value: enabled
Id – quoteHeaderConfiguration.showExpiryDate
Type – boolean
Value – true
showLastUpdateDate
The complete quote 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 – quoteHeaderConfiguration.showLastUpdateDate
Type – boolean
Value – true
showQuoteHeader
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, the quote header is displayed. Default value: enabled
Id – quoteHeaderConfiguration.showQuoteHeader
Type – boolean
Value – true
showSignatureStatus
The complete quote 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 – quoteHeaderConfiguration.showSignatureStatus
Type – boolean
Value – true
showStatus
The complete quote 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 – quoteHeaderConfiguration.showStatus
Type – boolean
Value – true
showUserGroupEditView
The complete quote header or its individual elements can be hidden according to your needs.
If enabled, the User Group Edit/View label is displayed in the top section of Header tab. Default value: enabled
Id – quoteHeaderConfiguration.showUserGroupEditView
Type – boolean
Value – true
showWorkflowStatus
The complete quote 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 – quoteHeaderConfiguration.showWorkflowStatus
Type – boolean
Value – true
enableHighchartsThemeInEmber
Allows you to customize the content of the Quote details page.
Enable/Disable highcharts theme in Ember. By default, we won’t apply the theme to Ember highcharts. Default value: false
Id – quotes.enableHighchartsThemeInEmber
Type – boolean
Value – false
omitTableLevel
Allows you to customize the content of the Quote 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 – quotes.omitTableLevel
Type – integer
Value – 0
partialDealsEnabled
Allows you to customize the content of the Quote details page.
If enabled then it is possible to select individual line items and convert them to a Deal. It is possible to convert only the whole quote to a Deal by default.
Id – quotes.partialDealsEnabled
Type – boolean
Value – false
showBackToList
Allows you to customize the content of the Quote details page.
If enabled, the arrow icon allowing users to navigate from a Quote detail page back to the list of Quotes, is displayed. Default value: enabled
Id – quotes.showBackToList
Type – boolean
Value – true
showCustomerInput
Allows you to customize the content of the Quote details page.
Shows/hides the (editable) "Customer" field on the Quote Header tab. There is a System Configuration setting to add the customer input. It can be overridden by this feature flag to hide the input (e.g. in case of extra configuration for a CRM integration). When the System Configuration is set to true (or had never been set before), this feature flag setting to TRUE will not have an effect.
Id – quotes.showCustomerInput
Type – boolean
Value – true
showInputsView
Allows you to customize the content of the Quote details page.
Shows/hides the Input parameters section in Line Items tree view. Default value: true
Id – quotes.showInputsView
Type – boolean
Value – true
showItemsViewOptions
Allows you to customize the content of the Quote 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 and table view. Default value: enabled
Id – quotes.showItemsViewOptions
Type – boolean
Value – true
showQuoteExpiryDate
Allows you to customize the content of the Quote details page.
If enabled, shows the (editable) "Expiry Date" field on the Quote Header tab. Default value: enabled
Id – quotes.showQuoteExpiryDate
Type – boolean
Value – true
showQuoteExternalRef
Allows you to customize the content of the Quote details page.
If enabled, shows the (editable) "External Reference" field on the Quote Header tab. Default value: enabled
Id – quotes.showQuoteExternalRef
Type – boolean
Value – true
showQuoteGroups
Allows you to customize the content of the Quote details page.
Shows/hides the (editable) "User Group (Edit)" and "User Group (View)" fields on the Quote Header tab. Default value: enabled
Id – quotes.showQuoteGroups
Type – boolean
Value – true
showQuoteLabel
Allows you to customize the content of the Quote details page.
Shows/hides the "Description" field on the Quote Header tab. Default value: true. For Ember Only
Id – quotes.showQuoteLabel
Type – boolean
Value – true
showQuoteTargetDate
Allows you to customize the content of the Quote details page.
If enabled, shows the (editable) "Effective Date" field on the Quote Header tab. Default value: enabled
Id – quotes.showQuoteTargetDate
Type – boolean
Value – true
quoteSaveBeforeSubmit
If enabled, a quote draft is saved automatically when the user clicks the Submit button without previously saving the quote.
Id – quoteSaveBeforeSubmit
Type – boolean
Value – false
accountLayoutQuoteStatusFilter
Defines the relation between a Salesforce and a Pricefx entity.
Id – salesforce.accountLayoutQuoteStatusFilter
Type – ? json
showPerformanceWarningWhenOpeningTreeView
When the quote has more than 150 line items, then when the user click Items tab, we display a prompt confirmation popup: There is above 150 line items, do you prefer to display them in the new Table View? - If the user clicks Yes, then the new table view beta will be displayed. - If the user clicks No, then the default view will be displayed (tree or old table view).
Id – showPerformanceWarningWhenOpeningTreeView
Type – boolean
Value – false
showQuoteHeaderText
If enabled, the Messages text box in the quote detail view is visible. Default value: enabled
Id – showQuoteHeaderText
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
quoteAccountReferenceField
field in the quote used to store reference to CRM Account object. Used for filtering quotes at the Account page
Id – sugarCRM.quoteAccountReferenceField
Type – text
Value – customerId
quoteOpportunityReferenceField
field in the quote used to store reference to CRM Opportunity object. Used for filtering quotes at the Opportunity page
Id – sugarCRM.quoteOpportunityReferenceField
Type – text
Value – externalRef
showProductImages
Enables product images for Quote line items in the Simple Table view. If selected, the product image will be displayed as the first column. Default value: disabled.
Id – tableView.showProductImages
Type – boolean
Value – false
quoteDetail
If enabled, new quote detail will be used.
Id – useReactFor.quoteDetail
Type – boolean
Value – false
quoteList
If enabled, new quote list will be used.
Id – useReactFor.quoteList
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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