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      Custom Inputs on Quotes
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        Custom Inputs on Quotes

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          You can add Custom Fields to Quotes by using Input Schemas.

          • Input Schemas allow you to add custom inputs directly to the New Quote form.
          • Item Input Schemas allow you to add custom inputs to the Parts table on quotes.

          Adding Custom Fields to the New Quote Form (Input Schemas)

          1. On the Quotes page, click the Input Schema button at the top of the page. This will take you to the Quotes Input Schema page.
          2. Click the green "+" box. Choose whether you want to add a single new element to the New Quote form, or an entire new section.
          New Sections Can Contain Elements!

          If you create a whole new section, you can add custom elements within the section. This is a good option if you need to add several new, related elements to a form.

          1. Provide Object and Display Names for the new section or element. Add a description to provide more information, as needed.
          2. Determine which input type the form element should be.
          What options are there for form elements?

          The options for form element types include Array, Certification Spec Limits, Checkbox, Date/Time, Dropdown (with customizable selections), Integer, Long Answer, Number, Password, Radio, Short Answer, Spreadsheet Input, and Time.

          1. Click the "Save!" button. The new section and/or form elements will now appear on the New Quotes forms after a customer is selected.

          Quote Input Schema.gif

          Adding Custom Fields to the Quote Parts Table (Item Input Schemas)

          1. On the Quotes page, click the Item Input Schema button at the top of the page. This will take you to the Quotes Part Line Item Input Schema page.
          2. Click the green "+" box. Choose whether you want to add a single new element to the New Quote form, or an entire new section.
          3. Provide Object and Display Names for the new section or element. Add a description to provide more information, as needed.
          4. Determine which input type the form element should be.
          5. Click the "Save!" button. The new section and/or form elements will now appear on the parts table of your quote.

          Quote Item Schema.gif

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