About
Insightly admins can alter Opportunity Line Items (aka Opportunity Products) and Quote Line Items (aka Quote Products) fields and the order they appear by using Page Layouts.
In this Article
How to customize Opportunity Product and Quote Product Layouts
How it works
Editing the Multi-Line Layout of Opportunity Products or Quote Products will update the field columns that appear when adding or editing Products.
Adding and editing Products from an Opportunity or Quote record’s Related tab will bring up the Manage Products page where the field column changes will appear.
To change the columns that appear on the Quote Products or Opportunity Products grid that is displayed on the Related tab, admins will need to update the Opportunity or Quote’s Related tab.
Standard and Custom Fields
All types of standard and custom fields, including calculated fields, can be used. If the Quote record and Opportunity record are synced, standard and custom fields matching exactly the name and data type will be automatically synced.
If a Quote Product custom field has the same name and data type as an Opportunity Product custom field, the contents of that field will be copied over from the Opportunity Product to the Quote Product when the Quote is synced. The sync of Opportunity Product custom fields to Quote Product custom fields also supports dependent fields.
If there are custom fields that are on the Quote Product’s grid in the Related tab, but have no matching field on the Opportunity Products, they can be set, changed, and edited on the Quote, but it will not copy over to the Opportunity Products without a matching field.
To learn more about creating custom fields read this article.
How to customize Opportunity Product and Quote Product Layouts
Go to System Settings > Objects and Fields.
Select Opportunity Product or Quote Product. For this example, we'll select the Opportunity Product. The Quote Product follows the same steps.
Click Page Layouts.
Select Opportunity Line Item Layout.
Click Edit Multi-Line Layout.
To add a field, select a standard or custom field from the Available Columns section and click the right arrow.
To remove a field, select a standard or custom field from the Selected Fields section and click the left arrow.
To change the order of the Selected Fields, select a standard or custom field and use the up and down arrows.
Click Save Fields.
If needed, add or remove fields from the record. You may want to make sure the fields in the Details section match the fields included in the Multi-Line Layout.
Click Save Layout.
Validation Rules
Validation rules allow admins to create if-else statements to ensure certain conditions are met before records can be saved. Use validations rules to prevent users from giving discounts that are too steep. Read Object Validation Rule Examples to review other helpful formulas.
Limit Discounts
- Click the profile icon and click System Settings.
- Click Objects and Fields.
- Select either Quote Products or Opportunity Products.
- Click Validation Rules and click New Rule.
- Enter the required fields: Rule Name: Enter the name for your rule. For example, we are going to create a new rule for contacts called The first name can't equal test.
Error Message: Type the message you want to display when your rule is met. - Select the Error Location for your message. Based on your selection, that is where the error message will display on the record's page. For example, if you select Top of Page, your message will display at the top of the record.
- Copy and paste the following into the Rule Formula text box:
if(Record.Discount_Offered__c > 15){ return Validation.IsError;}else{ return Validation.IsValid;}
This formula prevents users from giving a discount larger than 15%. To adjust the percentage, replace 15 in the formula with a number between 1 and 100. - Click Create Validation Rule.