Hi,
how do you customize a form's layout to narrow allowed selections in its side panel ?
The circumstances are : we ship from several sites, availability and prices of products vary regarding the site.
The goal is : when quoting, the user will have to select a site with a custom field "departing from". Then, when adding items, only valid products are proposed to selection, thus avoid selection error and many clicks.
The example below is based on the online demo :
Here, before this section, it would add a selection valid for the entire quote. In the demo based example, it would be a selection between Software or Hardware.
On the side panel, it wouldn't show both Software and Hardware, but only selected category.
Any help appreciated. It can be a path we didn't think of.
Sebastian
how do you customize a form's layout to narrow allowed selections in its side panel ?
The circumstances are : we ship from several sites, availability and prices of products vary regarding the site.
The goal is : when quoting, the user will have to select a site with a custom field "departing from". Then, when adding items, only valid products are proposed to selection, thus avoid selection error and many clicks.
The example below is based on the online demo :
Here, before this section, it would add a selection valid for the entire quote. In the demo based example, it would be a selection between Software or Hardware.
On the side panel, it wouldn't show both Software and Hardware, but only selected category.
Any help appreciated. It can be a path we didn't think of.
Sebastian
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