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adminhelp:quotesadministration:customfields [2018/10/23 07:31]
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adminhelp:quotesadministration:customfields [2018/10/23 07:32] (current)
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    * **Date** - Field appears as a text box in which the user enters a date.  The date the user enters must match the date format the user has set on the User’s Page. Next to this field, the user is able to click an icon to display a calendar where the date can be chosen.    * **Date** - Field appears as a text box in which the user enters a date.  The date the user enters must match the date format the user has set on the User’s Page. Next to this field, the user is able to click an icon to display a calendar where the date can be chosen.
    * **Long Text** - Field appears as a large text box in which the user can enter multiple lines of text.  No restrictions on what the user can enter.    * **Long Text** - Field appears as a large text box in which the user can enter multiple lines of text.  No restrictions on what the user can enter.
-You cannot change the **Date** field to any other type, nor can you switch other types to **Date**. You can switch fields to and from **Free Form**, **Attribute** and **Long Text**.+You cannot change the **Date** field to any other type, nor can you switch other types to **Date**. You can switch fields to and from **Free Form**, **Attribute** and **Long Text**.\\
 **Tab** - Select the quote tab that this field will be displayed under. The only tabs available are those tabs that have been defined as a quote tab in the Quote Tabs administrative section.  It is important to keep in mind that the tabs that are used for the cart, customer info, and attachments are available selections.  This means that user can place custom field not only in custom tabs, but also within the cart, customer info, or attachments. \\  **Tab** - Select the quote tab that this field will be displayed under. The only tabs available are those tabs that have been defined as a quote tab in the Quote Tabs administrative section.  It is important to keep in mind that the tabs that are used for the cart, customer info, and attachments are available selections.  This means that user can place custom field not only in custom tabs, but also within the cart, customer info, or attachments. \\ 
 **Calculation Type** - If "Once, when quote is created" or "Every time quote is modified" Calculation type is selected, a new Formula field will be show. The evaluated formula value will be assigned to the content of the custom field. This way a custom field value can be defaulted to some value. Some of the tags are not supported for "Once, when quote is created" calculation type option (<*CTX(Quote.QuoteNumber)*>,<*GI(CART_OWNER_ID)*>,...) \\  **Calculation Type** - If "Once, when quote is created" or "Every time quote is modified" Calculation type is selected, a new Formula field will be show. The evaluated formula value will be assigned to the content of the custom field. This way a custom field value can be defaulted to some value. Some of the tags are not supported for "Once, when quote is created" calculation type option (<*CTX(Quote.QuoteNumber)*>,<*GI(CART_OWNER_ID)*>,...) \\ 
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