Adding a Customer quotation edit page
The Customer quotation edit definitions are used to configure the edit pages which are presented to customers to allow them to edit the customer quotation details and/or change the status. This definition consists of the following blocks:
Edit block
Upload block
Procedure
1. Select the relevant Customer quotation details definition.
2. On the data panel > Workflow details tab, scroll down to the bottom of the panel.
3. On the Actions section, click the plus icon.
4. From the Add actions dialog, select the relevant status on which end users are allowed to perform Accept or Reject or other actions.
5. On the Action properties tab, in the Workflow edit definition field, either click the Add sub button to add a new edit definition, or click the Select a value button to link an existing, reusable edit definition.
6. Click Save.
You have added a Edit page for the selected user-defined customer quotation. For more information on the fields on the Edit page, Edit block and Upload block, see Customer quotation workflow - edit fields - Web configuration.