Customizing Labels and Layouts
The following chapter gives some tips regarding the way to parameterize the standard managed package to make it fit your business requirements. You will be able to modify the buttons, fields and translations but also to review and to complete the standard integration mechanism if necessary.
Beware: In any case, you have to make sure that the end-user can only access and modify the PROS Quote entity. Indeed, PROS Quote Release and PROS Quote Content objects are considered as ‘technical’ entities.
However, you MUST NOT modify the default PROS Quote Content f.com object.
Standard Salesforce Setup
OVERRIDING THE DEFAULT LABELS AND TRANSLATIONS
Tip: Language constraints when installing Managed package
To benefit from translations installed in the CPQ managed package – specifically for picklists – you have to activate the ‘Translation Workbench’ in the SalesForce.com setup. The ‘Translation workbench’ also allows overriding the translations included in the managed package.
By default, to have translations correctly set for all elements of the managed package, you have either to activate the English language or pay attention to define all translations for the language you want to use.
In order to modify the default translations:
- Click on Translation Workbench in “Administration Setup”
- Click on Override
- Choose the entity to translate (Filter Criteria). In the displayed list, double-click in the column “xxxxx Label Override” (Field Label Override, Button or Link Label Override…) and then specify the label you want to use regarding the custom fields, and the buttons and links.
MODIFYING THE PROS QUOTE LAYOUT
In order to modify the default PROS Quote page layout:
- Click on Create in “App Setup”
- Click on Objects and select the PROS Quote Object.
- Then you can edit the page layout (clicking on Edit or create a New one)
Adding a Field/List/Button
Then you can remove or add some fields (for example add the activity history) using drag and drop from/to the header of the layout builder.
PROS Quote Name (Can be edited by the end-user)
Active Release (Cannot be edited by the end-user)
Release Number (Cannot be edited by the end-user)
Status (Cannot be edited by the end-user)
Owner field (Cannot be edited by the end-user)
Language (Cannot be edited once the quote has been created by the end-user)
Currency (Cannot be edited once the quote has been created by the end-user)
Account (Can be edited by the end-user)
Contact (Can be edited by the end-user)
Addresses – BillTo, ShipTo and SoldTo (Can be edited by the end-user)
Controlling the Field Access Rights
From the page layout you also control the access rights of each field of your PROS Quote, Quote Content and Quote Release objects.
Click on the Properties of the field:
Then you can choose if the field is editable or not.
Modifying the UI Rendering
You can also define the properties of each page layout section by clicking on the Properties button.
You can modify the way fields are displayed.
To perform more advanced modifications (such as adding a new field in the layout), please refer to the following chapter.
MODIFYING THE ACCOUNT LAYOUT
The PROS Quote entity is by default linked to a parent Account. Thus it is possible to modify the layout of the Account entity to view the list of associated PROS Quotes.