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Configure the Quote Record Page for Multisite

Customize the Quote record page by adding transaction line editors and recipient wrappers to improve the quoting experience.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create user profiles and users: Energy & Utilities Cloud Features
  1. From the App Launcher, find and select Quotes.
  2. Open any Quote record.
  3. Click the Setup gear icon, and then select Edit Page.
  4. Add the Quote Line Items tab and component.
    1. Add a new tab, select tab label Custom, and add the custom label Quote Line Items.
    2. From the Components list, search for Transaction Line Editor.
    3. Drag the component to the Quote Line Items tab.
    4. Configure the Display Columns to include all the required fields: Product Name, Quantity, Quote Recipient Group Name, Quote Line Item Recipient Name, Start Date, End Date, List Price, Net Unit Price, Net Total Price, and Total Price.
      The Split action is visible only if the Recipient field ([Quote Recipient Group] Name and [Quote Line Item Recipient] Name) is added to the Display Column.
  5. Add the Sites tab and component.
    1. Add a new tab, select tab label Custom, and add the custom label Sites.
    2. From the Components list, search for Recipient Wrapper.
    3. Drag the component to the Sites tab.
    4. Configure the Display Fields and Organize Fields as needed.
    5. Set the Recipient Type to Site.
  6. Click Save, and then click Activate.