Announcement

Collapse
No announcement yet.

How do you customize a form's layout to narrow allowed selections in its side panel ?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • How do you customize a form's layout to narrow allowed selections in its side panel ?

    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 :
    ​​


    Click image for larger version

Name:	Capture d’écran 2022-04-15 153209.png
Views:	236
Size:	43.5 KB
ID:	79964


    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.
    ​​​

    Click image for larger version

Name:	Capture d’écran 2022-04-15 153322.png
Views:	112
Size:	59.4 KB
ID:	79965

    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
    Last edited by labo; 04-19-2022, 06:04 AM. Reason: Screenshots didn't show after refreshing page

  • #2
    Hi,

    any lead ?

    Comment

    Working...
    X