Edit Page Layouts
Learn how to update Quote Detail Page layouts with new order charge metrics fields, including adding or removing fields as needed.
Update Quote Detail Page with New Order Charge Metrics Fields
The following metrics fields were added or removed. If you have the Orders setting enabled and want to manage the new fields in UI, add or remove the fields to the specified page layouts of the object.
Object |
Page Layout |
Field |
---|---|---|
Quote (zqu__Quote__c) |
|
Added:
|
Quote Charge Summary (zqu__QuoteChargeSummary__c) |
|
Added:
Removed:
|
Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) |
|
Added:
Removed:
|
Add the new metrics fields to the Quote Detail pages if you have the Order permission enabled in your org.
- Navigate to Setup > Create > Quote.
- In the Page Layouts section, click Edit next to the page.
- In the Related Lists section, drag and drop Quote Charge Details to the Related Lists section.
- In the Related Lists section, click the wrench icon for Quote Charge Details.
- In the Related List Properties dialog, add the new charge metrics fields to the Selected Fields list.
- Click OK.
- Click Save.
- Repeat Step #2 - #7 for each Quote pages listed in the table above.