Can the Load Records From File dialog box Mode be reordered? PM304500 (Project Quotes)

  • 12 March 2024
  • 2 replies

Userlevel 1

We have a unique process that requires frequent changes to Project Quote line items by inserting groupings of design changes (several line items, different stages of the Project Quote / Opportunity) from a 3rd party CAD Excel export. 

We have all the functionality and mapping working well, but the users have asked if the selection step can be customized to have Insert All Records as the initial/default mode.  I cannot locate this dialog box in the Customization Editor for this screen (PM304500).

Any guidance or other suggestions is appreciated.  Thanks!



Best answer by Naveen Boga 12 March 2024, 02:21

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2 replies

Userlevel 7
Badge +18

@KellyBurns74  Based on my understanding, we don't have control over the framework-driven controls mentioned above, and I'm unsure if we can rearrange the choices as requested.

Userlevel 1

@Naveen Boga Thank you for the quick response and confirmation.  We will continue as is.  


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