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/Quotes/config POST

Overview

Quote Config POST Help

Summary

This endpoint allows customizations to be made to the Quoted Line Items section of the Quote record.

Request Arguments

Name Type Description Required
worksheet_columns array A viewdef "fields"-style definition of the columns you want to display in the QLI section. These get written out to the custom/Products/clients/base/views/quote-data-group-list/quote-data-group-list.php file. True
worksheet_column_related_fields array Array of the related field names needed for data to be returned for use by the quote-data-group-list True
summary_columns array A viewdef "fields"-style definition of the columns you want to display in the Quote Summary header section. These get written out to the custom/Quotes/clients/base/views/quote-data-grand-totals-header/quote-data-grand-totals-header.php file. True
summary_columns_related_fields array Array of the related field names needed for data to be returned for use by the quote-data-grand-totals-header True
footer_rows array A viewdef "fields"-style definition of the columns you want to display in the Quote Grand Totals Footer section. These get written out to the custom/Quotes/clients/base/views/quote-data-grand-totals-footer/quote-data-grand-totals-footer.php file. True
footer_rows_related_fields array Array of the related field names needed for data to be returned for use by the quote-data-grand-totals-footer True

Sample Request

{
    "summary_columns": [
        {
            "name": "deal_tot",
            "label": "LBL_LIST_DEAL_TOT",
            "css_class": "quote-totals-row-item",
            "related_fields": [
                "deal_tot_discount_percentage"
            ],
            "type": "currency",
            "labelModule": "Quotes"
        },
        {
            "name": "new_sub",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "label": "LBL_NEW_SUB",
            "labelModule": "Quotes"
        },
        {
            "name": "tax",
            "label": "LBL_TAX_TOTAL",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "labelModule": "Quotes"
        },
        {
            "name": "shipping",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "label": "LBL_SHIPPING",
            "labelModule": "Quotes"
        },
        {
            "name": "total",
            "label": "LBL_LIST_GRAND_TOTAL",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "labelModule": "Quotes"
        }
    ],
    "summary_columns_related_fields": [
        "base_rate",
        "deal_tot",
        "deal_tot_usdollar",
        "shipping",
        "subtotal",
        "subtotal_usdollar",
        "tax",
        "taxable_subtotal"
    ],
    "worksheet_columns": [
        {
            "name": "line_num",
            "label": null,
            "widthClass": "cell-xsmall",
            "css_class": "line_num tcenter",
            "type": "line-num",
            "readonly": true
        },
        {
            "name": "quantity",
            "label": "LBL_QUANTITY",
            "widthClass": "cell-small",
            "css_class": "quantity",
            "type": "float",
            "labelModule": "Products"
        },
        {
            "name": "product_template_name",
            "label": "LBL_ITEM_NAME",
            "widthClass": "cell-large",
            "type": "quote-data-relate",
            "required": true,
            "labelModule": "Quotes"
        },
        {
            "name": "mft_part_num",
            "label": "LBL_MFT_PART_NUM",
            "type": "base",
            "labelModule": "Products"
        },
        {
            "name": "discount_price",
            "label": "LBL_DISCOUNT_PRICE",
            "type": "currency",
            "convertToBase": true,
            "showTransactionalAmount": true,
            "related_fields": [
                "discount_price",
                "currency_id",
                "base_rate"
            ],
            "labelModule": "Products"
        },
        {
            "name": "discount",
            "type": "fieldset",
            "css_class": "quote-discount-percent",
            "label": "LBL_DISCOUNT_AMOUNT",
            "fields": [
                {
                    "name": "discount_amount",
                    "label": "LBL_DISCOUNT_AMOUNT",
                    "type": "discount",
                    "convertToBase": true,
                    "showTransactionalAmount": true
                },
                {
                    "type": "discount-select",
                    "name": "discount_select",
                    "no_default_action": true,
                    "buttons": [
                        {
                            "type": "rowaction",
                            "name": "select_discount_amount_button",
                            "label": "LBL_DISCOUNT_AMOUNT",
                            "event": "button:discount_select_change:click"
                        },
                        {
                            "type": "rowaction",
                            "name": "select_discount_percent_button",
                            "label": "LBL_DISCOUNT_PERCENT",
                            "event": "button:discount_select_change:click"
                        }
                    ],
                    "label": "LBL_DISCOUNT_AS_PERCENT"
                }
            ],
            "labelModule": "Products"
        },
        {
            "name": "total_amount",
            "label": "LBL_LINE_ITEM_TOTAL",
            "type": "currency",
            "widthClass": "cell-medium",
            "showTransactionalAmount": true,
            "related_fields": [
                "total_amount",
                "currency_id",
                "base_rate"
            ],
            "labelModule": "Quotes"
        }
    ],
    "worksheet_columns_related_fields": [
        "base_rate",
        "deal_calc",
        "discount_amount",
        "discount_price",
        "discount_select",
        "quantity",
        "subtotal",
        "tax_class",
        "total_amount",
        "description",
        "quote_id",
        "name",
        "product_template_id",
        "product_template_name"
    ],
    "footer_rows": [
        {
            "name": "new_sub",
            "type": "currency"
        },
        {
            "name": "tax",
            "type": "currency"
        },
        {
            "name": "shipping",
            "type": "quote-footer-currency",
            "css_class": "quote-footer-currency",
            "default": "0.00"
        },
        {
            "name": "total",
            "type": "currency",
            "css_class": "grand-total"
        }
    ],
    "footer_rows_related_fields": [
        "deal_tot",
        "deal_tot_usdollar",
        "shipping",
        "subtotal",
        "subtotal_usdollar",
        "tax",
        "taxable_subtotal"
    ]
}

Response Arguments

NONE

Response

Saved Config or SugarApiExceptionInvalidParameter

{
    "summary_columns": [
        {
            "name": "deal_tot",
            "label": "LBL_LIST_DEAL_TOT",
            "css_class": "quote-totals-row-item",
            "related_fields": [
                "deal_tot_discount_percentage"
            ],
            "type": "currency",
            "labelModule": "Quotes"
        },
        {
            "name": "new_sub",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "label": "LBL_NEW_SUB",
            "labelModule": "Quotes"
        },
        {
            "name": "tax",
            "label": "LBL_TAX_TOTAL",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "labelModule": "Quotes"
        },
        {
            "name": "shipping",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "label": "LBL_SHIPPING",
            "labelModule": "Quotes"
        },
        {
            "name": "total",
            "label": "LBL_LIST_GRAND_TOTAL",
            "css_class": "quote-totals-row-item",
            "type": "currency",
            "labelModule": "Quotes"
        }
    ],
    "worksheet_columns": [
        {
            "name": "line_num",
            "label": null,
            "widthClass": "cell-xsmall",
            "css_class": "line_num tcenter",
            "type": "line-num",
            "readonly": true
        },
        {
            "name": "quantity",
            "label": "LBL_QUANTITY",
            "widthClass": "cell-small",
            "css_class": "quantity",
            "type": "float",
            "labelModule": "Products"
        },
        {
            "name": "product_template_name",
            "label": "LBL_ITEM_NAME",
            "widthClass": "cell-large",
            "type": "quote-data-relate",
            "required": true,
            "labelModule": "Quotes"
        },
        {
            "name": "mft_part_num",
            "label": "LBL_MFT_PART_NUM",
            "type": "base",
            "labelModule": "Products"
        },
        {
            "name": "discount_price",
            "label": "LBL_DISCOUNT_PRICE",
            "type": "currency",
            "convertToBase": true,
            "showTransactionalAmount": true,
            "related_fields": [
                "discount_price",
                "currency_id",
                "base_rate"
            ],
            "labelModule": "Products"
        },
        {
            "name": "discount",
            "type": "fieldset",
            "css_class": "quote-discount-percent",
            "label": "LBL_DISCOUNT_AMOUNT",
            "fields": [
                {
                    "name": "discount_amount",
                    "label": "LBL_DISCOUNT_AMOUNT",
                    "type": "discount",
                    "convertToBase": true,
                    "showTransactionalAmount": true
                },
                {
                    "type": "discount-select",
                    "name": "discount_select",
                    "no_default_action": true,
                    "buttons": [
                        {
                            "type": "rowaction",
                            "name": "select_discount_amount_button",
                            "label": "LBL_DISCOUNT_AMOUNT",
                            "event": "button:discount_select_change:click"
                        },
                        {
                            "type": "rowaction",
                            "name": "select_discount_percent_button",
                            "label": "LBL_DISCOUNT_PERCENT",
                            "event": "button:discount_select_change:click"
                        }
                    ],
                    "label": "LBL_DISCOUNT_AS_PERCENT"
                }
            ],
            "labelModule": "Products"
        },
        {
            "name": "total_amount",
            "label": "LBL_LINE_ITEM_TOTAL",
            "type": "currency",
            "widthClass": "cell-medium",
            "showTransactionalAmount": true,
            "related_fields": [
                "total_amount",
                "currency_id",
                "base_rate"
            ],
            "labelModule": "Quotes"
        }
    ],
    "footer_rows": [
        {
            "name": "new_sub",
            "type": "currency"
        },
        {
            "name": "tax",
            "type": "currency"
        },
        {
            "name": "shipping",
            "type": "quote-footer-currency",
            "css_class": "quote-footer-currency",
            "default": "0.00"
        },
        {
            "name": "total",
            "type": "currency",
            "css_class": "grand-total"
        }
    ],
    "summary_columns_related_fields": [
        "base_rate",
        "deal_tot",
        "deal_tot_usdollar",
        "shipping",
        "subtotal",
        "subtotal_usdollar",
        "tax",
        "taxable_subtotal"
    ],
    "worksheet_columns_related_fields": [
        "base_rate",
        "deal_calc",
        "discount_amount",
        "discount_price",
        "discount_select",
        "quantity",
        "subtotal",
        "tax_class",
        "total_amount",
        "description",
        "quote_id",
        "name",
        "product_template_id",
        "product_template_name"
    ],
    "footer_rows_related_fields": [
        "deal_tot",
        "deal_tot_usdollar",
        "shipping",
        "subtotal",
        "subtotal_usdollar",
        "tax",
        "taxable_subtotal"
    ]
}

Change Log

Version Change
v11.3 Added /Quotes/config POST endpoint.