Editing Quote Details Page using CX Studio
- Login to the Conga Platform to view the Conga Platform's Welcome Page.
- Click Conga CPQ to view a list of quotes.
- Click the required quote number to open the quote details page.
- Click Edit Page to open the CX Studio tool.The tool opens the DETAILS VIEW window in which the Details tab is selected by default.
- To create custom buttons on the kebab menu, click the header section and complete the following:
- Click Add Action.
- Enter an action name. For example, Customized Catalog.
- Select Navigate in the Action Function field.
- Enter the parameters in the following format.url:/cpq/quotes/{recordId}/configure?targeturl='https://apps.congacloud.com/asset-search?boid={Id}&client=rlsqa'In the above example,
{recordId}is a required parameter and is the ID of the quote which is picked dynamically. The '/configure' opens the custom page that is mentioned in the target URL. A target URL is required and it must be a string. The 'boid' is a query parameter and in 'boid={Id}', the ID is of the quote or any other field of proposal object can be passed. - Click Save.
- To manage the sections, fields, and their properties on the detail page, click the required section on the quote details page. For example, Quote. From the properties window, you can perform the following actions on the record detail page:
Options Description Details tab Entity Type Shows the object selected at the time of page creation. Content Layout Allows selecting the layout of your content: - Sections/Field: Select which sections and/or fields to include in the record detail pane layout.
- Tabs/Sections: Select which tabs and/or sections to include in the record detail pane layout.
Inline Edit Enable this toggle to allow editing data directly within the field on the same screen, without needing to open a separate form or window. Content tab Sections Displays a list of sections available on the quote details page. Allows to add a section for related lists and easily rearrange its position by dragging and dropping it above or below other sections. You can create a new section or select an existing one from the list. - To define a new section, click +Add Section. Enter the Section Name as per your business needs and click Add. For example, Custom Fields. The newly added section now appears under the list of sections.
- To add an existing section to the details page: Drag and drop the section in your details page layout. The section now appears in your quote details page layout. Click and drag a section name to Move it before or after another section in the list.
- To remove a section from the details page, select the section and click the Delete () icon.
Manage Fields Allows to control which entities are displayed on a detail page and in what order. Search for and drag-and-drop fields in the quote detail page layout. Rules tab Allows you to set visibility or validation rules for page tabs, sections, and fields within a detail page. You can add new rules and use the Advanced Rule Edit to configure validation rules. - To move a field, click and drag drop it as required.
- To delete a field, select the field and click Delete icon.
- Click Publish to apply changes to the record detail view.
