Redwood Quote 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

• Click Primary Action.

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

• Click the Delete icon to remove the primary action.

• Click More Actions.

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

• Click the action Delete 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.

When users click on an enabled Modify type actions, a drawer will be launched.

Complete the following steps to launch an action drawer and customize the drawer content.

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

2. Click the applicable modify-type action.

3. Click Customize Action

4. Open the action properties.

5. Select the Launch Drawer After Action setting.

   

6. Select the desired size from the Customize Drawer Size drop-down.

7. Click the Customize Action Edit Drawer to customize the drawer.

   

8. Refer to Quote Designer > Redwood Quote Sections for information about adding items and customizing the action drawer.

Complete the following steps to launch an action drawer and customize the drawer content.

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

2. Click the applicable modify-type action.

3. Click Customize Action

4. Open the action properties or the action Advanced section.

5. Select the Enable confirmation setting to display a Confirm Action dialog when the action is invoked.

   

6. Select the Mark critical setting to display a critical Confirm Action dialog when the action is invoked.