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Approval Status Picklist Field is not being displayed in Renewal Quote Edit Page

Problem:

 

Approval Status Picklist Field is visible on all Quote page layouts when a quote is created and saved however when you click on the "Edit Quote Details" button it is only visible / editable on the "Default" record type . On  all other record types,  this field is no longer visible and of course cannot be edited.

See screen caps attached, particularly "Renewal Quote_Edit Quote Details" , the Approval Status field should appear under Quote Business Type field.

 

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1 REPLY 1
Support SME

Re: Approval Status Picklist Field is not being displayed in Renewal Quote Edit Page

Solution:

 

The correct field set name for the Edit window of Renewal Quote is  zqu__Amend_Edit_Quote_Details

This can be determined by going to layout Configuration Settings as shown here:

 

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In reviewing customer's org, it was noticed that Approval Status field  was not added to this field set.

 

scr2.PNG

 

Problem was resolved after adding the field to correct  field set zqu__Amend_Edit_Quote_Details

 

 






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