Redwood Quote Sections

To access Customize Section settings:

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

2. Click the applicable view.

3. Click the applicable section.

4. Click Customize Section

• Click Promote to view to promote the current section to a view.

• Enter desired text in the Update <Section Name> to customize the section name.

• Click Available Layouts.

• Set the column layout for the current section:

    Responsive Layout (automatically adjusts the number of columns based on the browser width)

    One Column Layout

    Two Column Layout

    Three Column Layout

    Four Column Layout

• Click Styles, then click General to set the following options:

  Setting	Description
  Section Takes Whole Row	Enable is setting to expand the section to occupy the entire width of the view. This setting will override the View multi-column layout setting.
  Full Width Field	Enable this setting to expand applicable attributes to occupy the entire width of the section.
  Read Only	Displays section in Read Only mode. When Read Only is enabled, users can click the Edit icon to edit fields. Then users can click inside a field to edit an attribute, or they can click the Close icon X to return to Read Only mode.
  Allow Edit in Drawer	When a section is Read Only, enable this setting to allow users to edit specific sections within a slide-out drawer, offering a more focused and streamlined editing experience. By reducing on-page clutter and preserving the overall page context, this feature enhances both usability and efficiency. Managing Customer Information Use Case On the quote page, primary customer details such as name and account number remain readily visible, while additional information—such as billing address, contact preferences, and tax details—is organized within a dedicated drawer. When users need to update this supplementary data, they can simply click on Edit Icon, make the necessary edits, and seamlessly return to their workflow without navigating away or impacting other sections of the page. When a Redwood Quote UI section is Read Only, this option allows users to edit the section in a drawer. When users click the Edit icon, the section opens in a drawer in edit mode. Users click the Close icon to collapse the edit drawer.

• Click Styles, then click Label.

• Select the position for attribute labels.

  • Inside displays the label inside the attribute field during Edit mode.

    The label displays above the attribute in Read Only mode.

    

  • Start displays the label to the left of the attribute field.

    

  • Top displays the label above the attribute field.

    

• Click Styles.

• Click Fonts to select a font for the current section.

When the Orientation for a view is Custom Grid Layout, administrators can apply backgrounds and textures to individual view sections.

• Click Styles.

• Click Background.

• To apply a background color, select Inherit Background from the Background drop-down. A complementary color is applied from the selected Theme.

  

• To customize the section text color, select Dark, Light, or Contrast from the Text drop-down.

• To apply a texture, select one of the texture options from the Texture drop-down. Textures can be applied to sections with or without backgrounds.

  

This setting is only available when Read Only and Allow Edit in Drawer settings are enabled.

• Click Edit Drawer Size.

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

• Click Displayed Attributes to view attributes displayed in the section.

• Click the attribute Delete icon to remove an attribute from the section.

  

To reorder attributes, click on an attribute in Customize Section. Then drag-and-drop the attribute into the desired location.

• Click Available Attributes to view and search for attributes to add to the section.

• Click the Add icon + to add the associated attribute or array set.

• You can also drag-and-drop the attribute into the Customize Section.

  

• Click Delete Section to remove a section from the current view.

Related Topics

See Also