Customize Redwood Quote Actions

Overview

This topic describes how to customize actions for Redwood quote views. Redwood views can have a Primary Action and More Actions.

Section Actions

Administration

ClosedAccess Customize Actions

To access Customize Action settings:

  1. Open or create a Redwood quote, then click Design.

  2. Click the applicable view.

  3. Click the view actions.

  4. Click Customize Actions Settings Icon

Redwood Section Actions


Primary Action

ClosedAdd, Update, or Delete a Primary Action for a View

  • Click Primary Action.

  • To add or update the primary action, select the applicable action from the Primary Action drop-down.

  • Click the Delete icon Full Width Field icon to remove the primary action.


More Actions

ClosedAdd or Delete More Actions for a View

  • Click More Actions.

  • Click Displayed Actions to view actions displayed in the More Actions drop-down.

  • Click the action Delete icon Full Width Field icon to remove an action from the More Actions drop-down.

  • Click Available Actions to search and select actions that can be added to the More Actions drop-down

  • Click the action Add icon + to add an available action to the More Actions drop-down.


Related Topics

Related Topics Link IconSee Also