Learn how to configure property layouts by adding, removing, or reordering sections and modifying layout properties for Quote object types.

1. View the page you want to configure.
2. Navigate to Setup > Objects to identify the fields set that correspond to the sections you want to modify.
3. In the Zuora Config tab, click Layout Configuration Settings.
4. In the Select Field Set Filter Criteria section, select Quote in the Object Name field.
5. In the View Type field, select a view type.

   The property pages in the quoting flow are represented by the view type. For example, select the Create view type on the Quote object to configure the fields sets and layout on the Create a New Subscription.

6. In the Record Type field, select a record type.

   The quote type is represented by the record type. For example:

   • Select the Default record type to configure the layout on the Create a New Subscription page.
   • Select the ReadOnly record type to configure the view-only Quote Detail page for a New Subscription quote.
   • For the Cancellation record type of the Quote object, only the Edit and Detail view types are supported.
   • For the Custom-created record type, only the Edit, Detail, Preview, and Compare view types are supported.
     Note:

     You can choose field sets by using the same view type for every record type: Default, Amendment, Renewal, and Cancellation. Add same field sets as necessary, depending on the specific requirements.

7. Click the field set from the Available Field Set list box to add a field set to the layout and click the Add arrow to move the selection to the Selected Field Set list box.
8. Click the field set from the Selected Field Set list box to remove a field set from the layout, and click the Remove arrow to move the selection to the Available Field Set list box.
9. Click the field set from the Selected Field Set list box to re-position a field set in the layout and click the Up and Down arrows.
10. Click the field set from the Selected Field Set list box to define the styling or display options for a field set. To the right of the list box, style properties for the selected field set displays. Click to select the options.
    • Show Section Header: If selected, the section header is displayed.
    • Section Is Single Column: Indicates whether the section uses single-column layout.
    • Section Collapsible: If selected, this section becomes collapsible.
11. Click Save.
12. Click Restore Defaults to revert back to the default configuration.