Administration
The header is displayed at the top of the transaction / quote. The header can contain the following items:
To access Customize Header settings:
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Open or create a Redwood quote, then click Design.
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Click inside the quote header section.
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Click Customize Header
A. Title
Customize Header Title
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Click Title.
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Select the applicable attribute from the Header Title drop-down.
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Click the Delete icon
to remove the header title.
B. Secondary Header Attributes
Customize Header Attributes
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Click Applied Secondary Header Attributes to view attributes displayed in the quote header section.
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Click the attribute Delete icon
to remove an attribute from the header. -
Click Available Secondary Header Attributes to view attributes that can be added to the header.
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Click the attribute Add icon + to add an available attribute to the header.
C. Ask Oracle
Enable Ask Oracle (Assist Bar)
Complete the following steps to enable the Ask Oracle (Assist Bar) in the Redwood Quote UI.
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Open or create a transaction in the Redwood Quote UI.
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Click Design (in the top navigation bar) to open the Redwood Quote Designer.
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Click inside the Header section.
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Customize Header
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Open the Ask Oracle section in the Customize Header settings drawer.
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Click the Enable Ask Oracle option.
D. Back Action
Customize the Header Back Action
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Click Back Action.
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Select the applicable Back type action from the Back Action drop-down.
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Click the Delete icon
to remove the back action.
E. Custom Actions
Customize Header Custom Actions
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Click Custom Actions.
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Click Displayed Actions to view custom actions displayed in the header.
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Click the action Delete icon
to remove an action from the header. -
Click Available Actions to view actions that can be added to the header.
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Click the attribute Add icon + to add an available action to the header.
Custom actions can be displayed as text or as an icon.
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Click the Edit icon
to select or update an icon. -
Click the Delete icon to remove the icon.
F. Print Actions
Customize Header Print Actions
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Click Print Actions.
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Click Displayed Actions to view print actions displayed in the header.
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Click the action Delete icon
to remove a print action from the header. -
Click Available Actions to view print actions that can be added to the header.
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Click the action Add icon + to add an available print action to the header.
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Click on a displayed print action to change the icon.
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Click the Edit icon
to select an icon. -
Click the Delete icon to remove the print icon.
G. Email Actions
Customize Header Email Actions
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Click Email Actions.
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Click Displayed Actions to view email actions displayed in the header.
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Click the action Delete icon
to remove an email action from the header. -
Click Available Actions to view email actions that can be added to the header.
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Click the action Add icon + to add an available email action to the header.
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Click on a displayed email action to change the icon.
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Click the Edit icon
to select an icon. -
Click the Delete icon to remove the email icon.
H. Refresh Action
Customize the Header Refresh Action
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Click Refresh Action.
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To display a refresh action in the quote header section, select and action from the Refresh Action drop-down.
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Click the action Delete icon
to remove the refresh action from the header.
I. Save Action
Customize the Header Save Action
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Click Save Action.
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To display a save action in the header, select and action from the Save Action drop-down.
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Click the action Delete icon
to remove the save action from the header.
J. More Actions
Customize the Header More Actions Drop-Down
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Click More Actions.
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Click Displayed Actions to view actions displayed in the header More Action drop-down.
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Click the action Delete icon
to remove an action from the header More Action drop-down. -
Click Available Actions to view actions that can be added to the header More Action drop-down.
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Click the action Add icon + to add an available action to the header More Action drop-down.
