Configure Quick Navigation Button Visibility on Enterprise Quotes (Managed Package)

Control the visibility of the standard navigation buttons (Quote, Account, Opportunity) displayed in the header of the Enterprise Quote page.

Required Editions

Managed Package Icon This feature is part of the Communications Cloud managed package.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required.

Note This configuration is managed within the JSON settings of the active Vlocity Card used for the Enterprise Quote page layout. Typically, this is a clone of the standard b2bSampleAppCard. Always modify a cloned card, not the standard component provided by Salesforce.

To configure the visibility of navigation buttons:

Open your active, cloned Vlocity Card (for example, your clone of b2bSampleAppCard) in the Vlocity Card editor.
Within the card's configuration settings (often in the card's JSON structure), locate the quoteNavigationButtonOptions JSON property.
If this property doesn't exist, add it.
Modify the visible value within the quoteNavigationButtonOptions JSON block for each button (Quote, Account, Opportunity) you want to configure.
Ensure this JSON block is correctly placed within the overall card JSON structure.
- Set the value to true to display the button.
- Set the value to false to hide the button.
Example JSON to hide the Opportunity button:
```
"quoteNavigationButtonOptions": {
      "Quote": { "visible": true },
      "Account": { "visible": true },
      "Opportunity": { "visible": false }
      }
```
Save your changes to your Vlocity Card configuration.
Deploy the card if necessary, and then click Activate to make this version the active one for your Enterprise Quote layout.

Note If you encounter issues displaying the updated card, clear older compiled versions by deleting related cf... Lightning Components before activating the desired version. To do this, go to Setup. In the Quick Find box, enter Lightning Components, and then select Lightning Components.

The configuration determines which navigation buttons are visible to users viewing Enterprise Quotes.