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How would I move the Quote Metrics fields into a "2-column" setup

Problem:

 

How would I move these fields into a "2-column" setup? Specifically, I would like to have Discount, Tax and Total be on the right hand side in it's own column.

1.png

 

 






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Zuora Alumni

Re: How would I move the Quote Metrics fields into a "2-column" setup

Solution:

 

Following steps need to be followed:

 

  • Please make sure to have the following setting . Go to the Zuora Config --> Layout Configuration --> Select View Type, Record Type --> Select the corresponding fieldset and uncheck the 'Section is Single Column'

scr2.PNG

 

  • Then, please open Quote Object and click on 'Edit' in the following field set

scr3.PNG

 

  • Please make sure to have the following sequence of the fields (2, 4, 6 for the fields you would like to display on right). Save the field set after you reorder.

scr1.PNG

 

  • The Quote Metrics would look like this now

scr4.PNG






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Help others find answers faster by accepting my post as a solution √

View solution in original post

1 REPLY 1
Highlighted
Zuora Alumni

Re: How would I move the Quote Metrics fields into a "2-column" setup

Solution:

 

Following steps need to be followed:

 

  • Please make sure to have the following setting . Go to the Zuora Config --> Layout Configuration --> Select View Type, Record Type --> Select the corresponding fieldset and uncheck the 'Section is Single Column'

scr2.PNG

 

  • Then, please open Quote Object and click on 'Edit' in the following field set

scr3.PNG

 

  • Please make sure to have the following sequence of the fields (2, 4, 6 for the fields you would like to display on right). Save the field set after you reorder.

scr1.PNG

 

  • The Quote Metrics would look like this now

scr4.PNG






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post