Redwood Quote Line Details

To access Line Details design mode:

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

2. Click the applicable view (Products & Pricing is the default view for the Line Item Grid).

3. Click on a line item.

To access Customize SubDoc Actions:

• Click on the actions in the Line Detail Configuration header.

• Click Customize SubDoc Actions

• Refer to Redwood Quote Header for more information about customizing header items.

To access Customize Views:

• Click on the views section.

• Click Customize Views

• Refer to Redwood Quote Views > Customize Views for more information about customizing views.

To access Customize View:

• Click on a view.

• Click Customize View

• Refer to Redwood Quote Views > Customize View for more information about customizing a view.

To access Customize Section:

• Click on a view.

• Click Customize Section

• Refer to Redwood Quote Sections for more information about customizing sections.

To access Customize Actions:

• Click on a view.

• Click on the view actions.

• Click Customize Actions

• Refer to Redwood Quote Actions for more information customizing actions.

To access Customize Field:

• Click on a view.

• Click on the view attribute field.

• Click Customize Field

• Refer to Redwood Quote Attributes or Redwood Quote Array Sets for more information about customizing attributes or array sets

To access Visualizations:

• Click on a view.

• Click on the Visualizations icon

• Click Visualizations

• Refer to Redwood Quote Visualizations for more information about adding or deleting visualizations.