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adminhelp:quotesadministration:customfields [2019/02/08 05:52]
bdjordje
adminhelp:quotesadministration:customfields [2019/06/04 04:59] (current)
dperic [Permissions]
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 The Permissions tab defines how the custom field will be displayed to the user based on the user group and status of the quote.  There are four options that you can define for the field: The Permissions tab defines how the custom field will be displayed to the user based on the user group and status of the quote.  There are four options that you can define for the field:
    * **Hidden** - This is used for the statuses or user groups that you would not like the field displayed for.  The field is not displayed at all to the user.  If the field is required the user will not be prompted to enter a value for the field.    * **Hidden** - This is used for the statuses or user groups that you would not like the field displayed for.  The field is not displayed at all to the user.  If the field is required the user will not be prompted to enter a value for the field.
-   * **Read-Only** - This is generally used for statuses after the quote has been completed, such as Order Placed or Received Order.  The field is not editable. Whatever value had been entered for the field will be displayed as uneditable text.+   * **Read-Only** - This is generally used for statuses after the quote has been completed, such as Order Placed or Received Order.  The field is not editable. Whatever value had been entered for the field will be displayed as uneditable text. Even when a custom field is read-only for a user type, a script will change the value when triggered.
    * **Editable** - This is generally used for the initial statuses in which the quote is being created, such as Open.  The field is displayed in whatever format it was defined in.     * **Editable** - This is generally used for the initial statuses in which the quote is being created, such as Open.  The field is displayed in whatever format it was defined in. 
    * **Required** - This is used when user would like the user to define this field before they are allowed to Place Order on the quote.  Field marked as required are editable and are displayed with a red asterisk. If they try to Place Order on the quote or save the custom fields on that tab, then they will be prompted to define the field.     * **Required** - This is used when user would like the user to define this field before they are allowed to Place Order on the quote.  Field marked as required are editable and are displayed with a red asterisk. If they try to Place Order on the quote or save the custom fields on that tab, then they will be prompted to define the field. 
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 When finished defining the custom field and its permissions, click **Save **at the bottom of the page. You are not redirected to another page in case you would like to continue to define the field.  For instance if you’ve just defined how the field will be used and now you’d like to define the permissions. \\  When finished defining the custom field and its permissions, click **Save **at the bottom of the page. You are not redirected to another page in case you would like to continue to define the field.  For instance if you’ve just defined how the field will be used and now you’d like to define the permissions. \\ 
 +
 +=== More Information ===
 +\\
 +[[limitsandtroubleshooting:troubleshooting:quote_troubleshooting|Quote Troubleshooting]]
    
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