Redwood Quote Designer

Overview

The Redwood Quote Designer is integrated into the quote layout. Administrators can easily switch between Live and Design modes to view real-time changes. Seamless editing improves efficiency and accuracy in layout design with robust undo and redo functionality. The Redwood Designer advanced customization features allow administrators to tailor the appearance and layout views to match specific customer requirements. CPQ also provides several multiple pre-defined views for standard Commerce processes allowing quick implementation of the Redwood Quote UI.

ClosedLive / Design Modes

Note: The destination for the Redwood Quote UI header Settings icon is contextual and is different for Live mode versus Design mode.

  • In Live mode, the Settings icon will navigate to the Admin Home page. The Redwood header displays Global Navigation Links in Live mode. Available icons are defined by the site Navigation Menu settings.

    Redwood Quote Header - Live Mode

  • In Design mode, the settings icon opens the Quote Detail Settings drawer.

    Redwood Quote Header - Design Mode

ClosedLayout Themes

The Redwood Quote Designer provides multiple pre-built themes to match your company's branding and ensure a uniform appearance across quote documents and user interfaces. Layout themes are applied to the Redwood Quote UI and the Redwood Quotes List UI. CPQ provides the following themes:

  • Redwood
  • SFDC
  • Custom

Refer to Themes for more information.

ClosedExpress and Guided Imports

Express and Guided Import options simplify and streamline the migration process from JET and Legacy layouts to the Redwood layout. They provide a user-friendly design to guide administrators step-by-step through the migration process to ensure a smooth transition with minimal disruption to business operations.

  • The Express Import will import all layout items from the previous JET or Legacy layout.

  • The Guided Import allows selection of Transaction and Transaction Line layout items to import.

Refer to Redwood Import Options for detailed instructions.

Administration

ClosedEnable a Redwood Quote UI

Complete the following steps to enable the Redwood Quote UI for a Commerce Process.

  1. Navigate to the Admin page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click on the Name link for the applicable Commerce process.

  4. Select the Redwood Layout UI.

    Enable Redwood Transaction UI

  5. Use the Order Priority fields to define the priority of each layout. Sales users with access to multiple layouts can view the layouts based on the defined priority.

  6. Click Apply or Update.

    Notes:

    • After enabling the Redwood layout, an Access Rights link displays next to the Redwood option.

    • The Access Rights link is only available for enabled layouts and is not available for default layouts.

  7. If applicable, click the Access Rights link to open the Process Administration Access Editor.

    1. Use the access shuttles to specify which the user types and groups have access to the layout.

      • To add access, select and move the user type or group into the applicable Show list.

      • To remove access, select and move the user type or group into the applicable Hide list.

      Access Rights

    2. Click Apply or Update to save changes to the access permissions.

  8. Deploy the Commerce Process.

ClosedNavigate to the Redwood Quote Designer

  1. Open or create a Redwood quote.

  2. Click on Design.

  3. To edit a layout element, select the applicable element and then click the Settings icon Settings icon to open the settings panel.

    Redwood Quote Header - Design Mode

Refer to the following topics to customize the Redwood Quote UI:

Redwood Design Settings Procedures

Quote Settings

  • Express Import and Guide Import
  • Reset Quote Layout
  • Apply / Customize Redwood, SFDC, and Custom Themes
  • Customize Redwood Quote Browser Tab Title

Redwood Quote Header

  • Customize Header Title
  • Customize Header Attributes
  • Enable Ask Oracle (Assist Bar)
  • Customize Header Back, Custom, Print, Email, Refresh, Save, and More Actions

Redwood Quote Views

Customize Views

  • Disable Navigation on Unsaved Changes
  • Customize Styles for Views
  • Customize Displayed View Label, Description, or Icon
  • Remove or Demote a Displayed View
  • Add or Create a View

Customize View

  • Customize View Layout
  • Customize View Orientation
  • Customize View General Settings (Read Only, Quick Navigation, Expand / Collapse All )
  • Customize View Font
  • Add or Delete Sections

Redwood Quote Sections

  • Promote a Section to View
  • Customize Section Name
  • Customize Section Layout
  • Customize Section General Settings (Section Width, Field Width, Read Only)
  • Customize Label Position for Attributes
  • Customize Section Font
  • View or Delete Section Attributes
  • Add an Attribute or an Array Set to a Section
  • Delete a Section

Redwood Quote Line Item Grid

  • Customize Line Item Grid View
  • Customize Line Item Grid Section Name
  • Customize, Add, or Delete Line Item Grid Actions
  • Add or Delete Attributes in the Line Item Grid Overview Bar
  • Access Line Item Grid Column Settings
  • Customize Line Item Grid Page Properties
  • Customize the Line Item Grid Primary Column
  • View or Delete Line Item Grid Columns
  • Customize a Line Item Grid Column
  • Add a Line Item Grid Column

Redwood Quote Actions

  • Add, Update, or Delete a Primary Action for a View
  • Add or Delete More Actions for a View

Redwood Quote Attributes

  • Customize Field Settings
  • Display Contents in Field (Actions, Attachments, HTML, Visualizations)
  • Customize Field Font
  • Manage Attribute
  • Delete an Attribute Field
  • Add an Attribute to a Section

Redwood Quote Array Sets

  • Customize Array Set Settings
  • Manage Array Set
  • Delete an Array Set Field
  • Customize and Array Set Attribute
  • Manage Array Set Attribute
  • Remove an Array Set Attribute from View
  • Add an Array Set Attribute to the View Layout
  • Add an Array Set to a Redwood Quote Section

Redwood Quote eSignature Grid

  • Customize eSignature Font
  • Remove eSignature Grid from View
  • Add an eSignature Grid

Redwood Quote Visualizations

  • Add a Visualization
  • Delete a Visualization

Redwood Quote Line Details

  • Access Line Details Design Mode
  • Customize SubDoc 'Header' Actions
  • Customize Line Detail Views
  • Customize Line Detail View
  • Customize Line Detail Sections
  • Customize Line Detail Actions
  • Customize Line Detail Attributes
  • Customize Line Detail Visualizations

Notes

Note: If you enable the Redwood Quote UI, make layout changes in the Redwood Designer, and then disable the Redwood Quote UI; the layout settings are saved and will be applied if the Redwood Quote UI is enabled again.

Related Topics

Related Topics Link IconSee Also