Administration
Customize Views
Information inside a quote is displayed in views. There can be one or multiple views in a quote.
To access Customize Views settings:
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Open or create a Redwood quote, then click Design.
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Click the views section.
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Click Customize Views
Disable Navigation on Unsaved Changes
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Enable the Disable navigation on unsaved changes option to prompt the user to save prior to navigating away from a view.
Select the applicable Style option to set how views are displayed on the Redwood quote.
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Horizontal
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Vertical Left
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Vertical Right
Customize Displayed View Label, Description, or Icon
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Click on a Displayed Views item.
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Click inside the Label field to change the displayed text for the view.
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Click the Edit icon
to change the icon for the view. -
Click inside the Description field to change the text displayed on hover.
Remove or Demote a Displayed View
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Click on a Displayed Views item.
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Click the Delete icon
to remove a displayed view. -
To demote a view to a section, select a view from the Merge tab with drop-down.
Available Views lists additional pre-defined views that can be added to the quote layout.
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Click the Add icon + to add the associated view.
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Click the Create New View to add a blank view.
Customize View
Information inside a view is displayed in sections. There can be one or multiple sections in a view. Views can also contain actions and visualizations.
To access Customize View settings:
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Open or create a Redwood quote, then click Design.
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Click the applicable view.
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Click inside the view area.
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Click Customize View
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Click Available Layouts.
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Set the column layout for all sections within the current view.
Note: Individual section layouts will override the view layout.
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
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Click Styles, then click Orientation.
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Select the applicable Orientation option to set how sections are displayed in the current view.
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Horizontal
Sections within the current view are displayed as horizontal tabs.
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Vertical
Sections within the current view are displayed as vertical tabs.
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Responsive
Sections within the current view are displayed as expandable / collapsible items.
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Custom Grid Layout
The Custom Grid Layout orientation allows administrators to dynamically rearrange and resize sections within a Redwood view. Administrators can also customize the Custom Grid view backgrounds and borders to further customize the style of Redwood views.
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When a view Orientation is set to Custom Grid Layout in Design mode, administrators can now drag-and-drop sections with a view.
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Administrators can also use the resize function to change the width and/or length of a section.
Customize View General Settings (Read Only, Quick Navigation, Expand / Collapse All )
- Click Styles, then click General.
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If desired, enable the following options:
Option Description 
Read OnlyDisplays all sections in a view in Read Only mode.
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To make a single section read only, refer to Redwood Quote Sections.
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.
Quick NavigationDisplays a quick navigation menu.
When Quick Navigation is enabled, users can click menu icon to quickly navigate between sections.
Expand All Sections Expands all sections by default.
Users can click on the section header to collapse a section.
Collapse All SectionsCollapses all sections by default.
Users can click on the section header to expand a section.
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Click Styles, then click Fonts.
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Select the desired Font for the current view.
Customize View Borders for Custom Grid Layout
The new Border style allows administrators to apply simple Line or Box Shadow borders for sections within the applicable view.
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Click Sections to view the sections for the current view.
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Click the section Delete icon
to remove a section from the current view. -
Click the Add New Section to add a blank section.
