Since installing Frisbii, José, the sales manager, has asked Linda if they couldn't add fields in the interface that would allow to add quotation items. Until now, this has not been possible. Since Frisbii support installed the Spring '21 version on their partial copy sandbox, Linda is discovering the possibilities that are now open to them.
With José at her side, she finally personalizes this page of transition.
Technical basics
Before getting started, they asked Vijay, Cloudkicks' Salesforce developer, to explain what a Lightning Web Component is and what a set of fields is used for.
Lightning Web Component | These components are custom HTML elements built using HTML and modern JavaScript. For administrators and end users, they appear as Lightning components. LWCs use the fundamental standards of Web components and provide only what is necessary for good performance in Salesforce-supported browsers.
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Field set | A set of fields is a group of fields. For example, a field set might include fields indicating the user's first name, middle name, surname and job title. When a field set is added to a page, developers can browse and display them. If the page is added to a managed package, administrators can add, delete or reorganize fields in a set to modify the fields presented in the page without any code modification. The same page can present different sets of information, depending on the fields selected by the subscriber. |
Modifying field sets
Now that Linda and José understand the basic concepts, they're curious to know how they can modify these sets of fields to customize the LWC for adding bid items.
Vijay shows them how to get there.
IMPORTANT: Tests and modifications must first be carried out in a sandbox, so as not to disturb users during invoicing.
Steps
Go to > Object manager > Quotation line item/ Invoice line item/ Subscription line item.
Click on Field sets.
Then click on the set LWC Manage Products name.
4. To add fields to the field set, drag fields from the object palette and drop them into the In field set container.
5. Save.
Display test
Linda browses a quotation to test whether the product code appears in the new transition page.
Let's test it with her.
Steps
1. Open the test quotation/invoice/subscription.
2. From the associated quotation line item / Invoice line item / Subscription line item list, click on Manage Product:
3. Check that your field(s) are on the transition page.
José is pleased with their test. They continue to customize the page and continue later with LWCs, add invoice line items and subscription line items.
Product search
José wants to know if there are any other new features that have arrived with the LWC pages.
Linda shows him the product search.
From the transition page Manage Products, you can now search for products by name:
or by product code :
Three options for adding products
During team training, Linda summarizes the three options for currently adding a product to a subscription, invoice or quotation:
New: Allows you to manually add a line item (quotation line item, subscription line item, invoice line item), without necessarily linking it to a product defined in Salesforce.
Add product: The usual Visualforce transition page from previous versions.
Manage product: New, customizable LWC page.
At Cloud Kicks, we're all in favor of the new Manage Products page from now on. You have to move with the times! No ?
Current field boundaries in Frisbii
As you can see, it's now possible to customize these transition pages.
The only modification not yet managed in these interfaces is the addition of rich text fields.
These special fields require further improvement to be properly integrated into a page containing many fields, as the size of the field is very flexible and the end use is complex to anticipate.
Nevertheless, we will continue to improve these pages so that you can also integrate this type of field in a future version.