Quote Add Phone Field For Free - Phone Field Form

Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

You can also add a quote line field as a column by performing the below steps: Go to setup. Click on the object manager. Go to quote line object. Click on Fieldset and then line editor.

Allow the user to change the Field Set while in the Edit Lines page Navigate to the Quote Line Object. Create new Field Sets as necessary. Navigate to the Quote Object. Create a New Picklist Field. Set a Field Label. Set Field Name to EditLinesFieldSetName.

Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren't visible or editable.

Quote Line Items are automatically created when the Quote is created from an Opportunity based on the Opportunity Products attached to that Opportunity.

? 1. Adding Quote Line Fields to Quote Line Editor Here's how to do it: First, click the Setup Icon, go the Object Manager, click Quote, select Field Sets, then Line Editor. Place the necessary fields from the top palette into the Field Set box and click Save. Edit Lines on a quote record to open the Quote Line Editor.

Steps to edit the Quote Line Object for Fields: Log in to Salesforce CPQ ? SetUp ? In the quick find search for ?Objects? ? Find the ?Quote Line? Object ? Click on the ?Field Sets? ? Click on ?Line Editor? edit ? Make the required changes ? Save.