The UI Profile allows administrators to configure localization information. As a Business Admin, the user(s) can control the data entry based on the condition settings which can display, hide or make certain fields read-only. The configuration can be launched by clicking on the following icon (available if permission ‘UI CUSTOMIZATION’ is given (refer to section ‘User Management’ for additional information):
Application Label Customization
All application labels can be configured through a properties file which will require the server to restart before it is taken into effect. Refer to the section for additional details. For an in-application experience, an administrator can configure the labels following these steps:
- Launch the UI configuration tool (green highlighted button on the top right in the following figure). All labels on the current page will be shown. If the user hovers over a certain value, the respective UI label will be highlighted in orange:
- Select the respective label and maintain the desired language on the following screen:
The save button becomes available only when the focus of the respective fields is left.
Note: A re-login into the application is required for this to take effect. Also, the label defined in the properties file will be used if the localization values are blank. The localization values are prioritized over the labels defined in the properties files.
The Digital Sales Platform has a flexible UI that can be configured by an administrator to display/hide fields based on certain conditions. The UI configuration tool is launched by this icon:
In the following pop-up, an administrator can either create a new UI Profile or associate the upcoming changes to an existing UI Profile:
Actions available on this screen:
Editing UI Profile
To edit/change an existing UI Profile, the administrator clicks on the respective row in the aforementioned figure. On the following screen, the admin has the option to hide/display fields on the current screen. If the selected UI Profile has controls that are hidden and/or disabled which it inherits from its parent(s) (see below), then the control(s) will not be editable for the UI Profile.
The administrator can hover over the respective ID to see which object references the ID:
Customize Quote By Business Process
Uses Sales Document Type
You can hide or disable fields/action/tabs in a quote not only based on the business role or status of the quote but also based on the business process. Quote, detail view can be fine-tuned based on quote type, thereby decluttering the screen and focusing on what’s important for that document type.
With the new features made available, an additional option under UI Profile settings to hide fields or make read-only, based on the Sales Document Type. Between Quote status and document type the condition is OR. For example: if you have status is Rejected and type is Order then the condition is met when either quote is rejected or type is Order.
Uses Sales Document Status
In this view, the admin can indicate if the UI Profile will apply to certain Quote’s Document Status, such as Open, Approved, Completed, etc. This can be used to show/hide certain fields based on whether a quote has been approved or completed.
Uses Sales Phase
In this view, the admin can indicate if the UI Profile will apply to certain Opportunity’s Sales Phase, such as Identify Opportunity, Quotation, etc. It is a similar concept to "Uses Sales Document Status".
Has UI Profile(s)
In this view, the administrator can assign the UI Profile to inherit hidden and/or disabled controls from other UI Profile(s). For instance, a profile ‘Customer’ can inherit its controls from a profile ‘GENERIC’ as shown below: