How should the Admin customize the layout of the Quote Line Editor, - ProProfs Discuss
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How should the Admin customize the layout of the Quote Line Editor, so that the Process picklist appears?

Asked by Catherine halcombe, Last updated: Apr 03, 2024

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catherine halcombe

catherine halcombe

catherine halcombe
Catherine halcombe

Answered Mar 28, 2018

Edit the “Line Editor” field set on the Quote Line object and drag in the “Process” field.
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Matz Lewis Clark

Matz Lewis Clark

Traveler and writer by profession.

Matz Lewis Clark
Matz Lewis Clark, College student, Graduation, Orlando

Answered May 23, 2019

There is a way to create a quote line text field. To do that, you should go to the quote. Then add the products that you need to add or edit the lines. Then add the product and click select. Next, go to the tab that is labeled standard. Open up the quote line. Then select a picklist value. Click done when you are finished. Last, press into the text field.

If the Universal Containers company has a custom Quote Line picklist called Process, then the user will need to set this field for all non-subscription products that have been added to the Quote Line Editor. To do this, the Admin must customize the layout of the Quote Line Editor by editing the line Editor field set on the Quote Line object and drag in the process field.

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