407-248-1481
QuoteWerks Knowledgebase Topic (Article ID 6384)
Layouts - Highlight a Revised Line ItemThis information applies to : |
Article ID 6384 Created/Updated July 17, 2019 Category Print Layouts
|
|
| Question:
Is there a way that we can highlight a single line item to identify to the customer a revision we make to a quote? Answer: This would be possible if you edit your print layout and use one of the custom text fields on the Document Items Tab. In order to understand the procedure I am going to discuss, I recommend you click on the following link that demonstrates working with the Layout Designer, Multiple Detail Sections, and Detail Section Filters: https://www.quotewerks.com/flash/pagebreaks.asp (Note: This video addresses creating page breaks, however, you will use a similar process for the task below.) - Determine which Custom Text field from the Document Items Tab you wish to use. For this example we will use Custom Text01. - Decide on a "code" or letter that you will add into the Custom Text field that will indicate to your users that the line item has been added to a pre-existing quote. (For example, we can use the capital letter "A" since we added a new item) - Edit your print layout. (Tip: You may want to clone your print layout instead so you have a copy of the original) - Add a second Detail Section to your print layout and copy ALL fields from Detail Section 1 into Detail Section 2 - In Detail Section 2, single-click the description field to highlight it and press the Font button. Select a font color, for example, red (you can change this to any font or font color you like) - If you like, you can set the same font or font color for all the other fields in Detail section 2 so that they match the description field. - Edit the Detail Section 1 filter as such: .if.DocumentItems->CustomText01<>"A" (Hint: You can copy and paste this into your filter) - Edit the Detail Section 2 filter as such: .if.DocumentItems->CustomText01="A" (Hint: You can copy and paste this into your filter) - Save the changes and exit the layout designer. - Now open a pre-existing quote and add a new product to it - In the Custom Text01 field, add the letter "A" (Make sure it is a capital "A" and do not use the quotation marks) - Select the layout and preview it. If you did the steps above correctly, your new item should show up in red (or whatever color or font you decided upon) |
||
|
|
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...