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Energy & Utilities Cloud
Add the Quote Recipient Prices Tab to the Quote Page

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Add the Quote Recipient Prices Tab to the Quote Page

Give reps easy access to recipient pricing data by adding a custom tab directly to the quote Lightning record page.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To configure page layouts: Customize Application
  1. Open a quote record page.
  2. From the Setup menu, select Edit Page.
    The record page opens in the Lightning App Builder.
  3. Add the Quote Recipient Prices tab.
    1. Click the Tab component.
    2. Click Add Tab in the Tabs component properties.
    3. Select tab label as Custom, and enter Quote Recipient Prices as the label.
  4. Assign the Recipient Price Data Grid component.
    1. Select the Quote Recipient Prices tab.
    2. From the Components list, search for recipientPriceDataGrid.
    3. Drag the Recipient Price Data Grid component to the Quote Recipient Prices tab.
  5. Save and activate your page.
 
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