Service providers : Back-office operations : Field descriptions : Customer quotation workflow - edit fields - Web configuration
Customer quotation workflow - edit fields - Web configuration
Field
Description
Workflow edit tab
Code
Enter a code for the Workflow edit definition.
Description
Enter a description for the Workflow edit definition.
Icon
Select a relevant icon the Workflow edit definition.
Comment tab
Specify any remarks that are important for future reference. The remarks entered here are only visible to Planon Administrator(s).
General styling tab
In CSS classes you can specify your customized CSS class. If this field remains empty, the default CSS styling is applied. If this field contains a reference to a CSS class that is specified on the site, this styling will be applied.
General tab
This tab displays the XML make-up of the web definition.
Edit page
Edit block
The initial form that is displayed to the customers if they want to edit the details of their assigned quotations.
* 
Make sure you only add editable fields to the grid.
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To allow customers to add comments to a quotation, add the Comments field.
On the Styling tab, you can specify your customized CSS class. If this field remains empty, the default CSS styling is applied. If this field contains a reference to a CSS class that is specified on the site, this styling will be applied.
On the Javascript tab, provide your script for enabling dynamic forms.
Upload block
Configure the settings and styling for the Upload block. Here, you can enable uploading, select the relevant communication log type for storing the uploaded files, specify upload sizes and labels.