Quote Line Editor Drawer In Salesforce CPQ (Salesforce CPQ Volume 3)

Author: Rishabh Dubey

Quote Line Editor Drawer

The Quote Line Editor Drawer is a collapsible drawer where you can add your quote line fields to prevent excess horizontal scrolling and get a better view.

To view a Standard Product line’s drawer, click the arrow icon on the far right side of the quote line. Select the table header arrow to collapse all line item drawers for that table.

It is recommended to show 7-8 Columns in the Quote Line editor and add Additional Fields in your Quote Line Editor Drawer.

Adding Fields to Quote Line Drawer:

1. Go to Object Manager.
2. Go to Quote Line Object.
3. Click on Field Sets.
4. Open Standard Line Item Drawer field set.

5. Add the fields that you want to show on the Quote Line Editor Drawer.

6. Click Save.

Removing the Quote Line Editor Drawer from the View:

If you do not want to display the additional fields for Quotelines in the drawer and want to remove the Side facing arrow for the drawer, then there is no particular package setting for the same. You have to remove all the fields from the “Standard Line Item Drawer field set” and the Side facing arrow will be removed from the Quote Line Editor.

1. Go to Object Manager.
2. Go to Quote Line Object.
3. Click on Field Sets.
4. Open Standard Line Item Drawer field set.

5. Remove all the fields from the Field Set.

6. Click Save.

If you click on edit lines on the quote, the Side Facing arrow is removed from the far-right side.