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Unable to convert the extended DAC Fields in the Sales Quotes screen CR304500 classic to Modern UI

  • April 14, 2025
  • 1 reply
  • 42 views

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  • Jr Varsity II
  • 17 replies

Hello Everyone, 

We are trying to  Extended DAC Fields in the Sales Quotes header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  
tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales Quotes screen header section.
classic UI screen shot
 

tried with below HTML Code
 

but when switched to Modern UI , cannot see these fields in UI
 

Best answer by rakeshe45

Hi ​@Siddu 

Since you need to add the four columns in the summary level you can do as below.

Remove the existing template and tabs using the remove attribute in the extension.

Split the summary level using split attribute and add your code. Below is the screenshot reference and code.

Hope this will solve your issue.

 

<template>
    <template remove="#form"></template>
    <template remove="#QuoteCurrent_tab"></template>
        <qp-splitter  id="spsalesqt1" initial-split="50">
            <split-pane>
                <qp-template id="spform1" name="1-2" class="equal-height" qp-collapsible wg-container="Quote_form1sp">
                    <qp-fieldset id="phF_form_PXLayoutRule#0sp1q" slot="A" view.bind="Quote">
                        <field name="OpportunityID"></field>
                        <field name="QuoteNbr" pinned></field>
                        <field name="IsPrimary" pinned config-enabled.bind="false"></field>
                        <field name="Status"></field>
                        <field name="DocumentDate" pinned="false"></field>
                        <field name="ExpirationDate" pinned></field>
                    </qp-fieldset>
                    <qp-fieldset id="phF_form_PXLayoutRule#8sp2q" slot="B" view.bind="Quote">
                        <field name="BAccountID" pinned></field>
                        <field name="LocationID" pinned></field>
                        <field name="ContactID" pinned></field>
                        <field name="CuryID" control-type="qp-currency" view.bind="currencyinfo"></field>
                        <field name="OwnerID"></field>
                        <field name="Subject" pinned config-type.bind="1" config-rows.bind="3"></field>
                    </qp-fieldset>
                </qp-template>
           </split-pane>

           <split-pane>
            <qp-template id="spform2" name="1-1" class="equal-height" qp-collapsible wg-container="Quote_form2sp">
                <qp-fieldset id="phF_form_PXLayoutRule#25sp1q" slot="A" view.bind="Quote" class="highlights-section">
                    <field name="ManualTotalEntry"></field>
                    <field name="CuryAmount"></field>
                    <field name="CuryLineDiscountTotal"></field>
                    <field name="CuryDiscTot"></field>
                    <field name="AMCuryEstimateTotal"></field>
                    <field name="CuryTaxTotal"></field>
                    <field name="CuryProductsAmount"></field>
                </qp-fieldset>
                <qp-fieldset id="Estimatedmargins25sp1q" slot="B" view.bind="Quote" class="highlights-section" caption="Estimated Margins">
                    <field name="usrtestField1"></field>
                    <field name="usrtestField2"></field>
                    <field name="usrtestField3"></field>
                    <field name="usrtestField4"></field>
                </qp-fieldset>
            </qp-template>
           </split-pane>
        </qp-splitter>>

        <!-- Tabs -->
	<qp-tabbar id="QuoteCurrent_tabext1" wg-container>
		<qp-tab id="tabActivitiesexttb1" caption="Activities" ref="tabActivities_Content"></qp-tab>
		<qp-tab id="tabDetailsexttb2" caption="Details">
			<qp-grid id="ProductsGridextgrd1" view.bind="Products" wg-container="Products_ProductsGrid"></qp-grid>
		</qp-tab>
		<qp-tab id="tabAdditionalInfoexttb3" caption="Additional Info" ref="tabAdditionalInfo_Content"></qp-tab>
		<qp-tab id="tabEstimatesexttb4" caption="Estimates">
			<qp-grid id="gridEstimatesextgrd2" view.bind="OpportunityEstimateRecords"></qp-grid>
		</qp-tab>
		<qp-tab id="tabContactexttb5" caption="Contact" ref="tabContact_Content"></qp-tab>
		<qp-tab id="tabAddressesexttb6" caption="Addresses" ref="tabAddresses_Content"></qp-tab>
		<qp-tab id="tabTaxesexttb7" caption="Taxes">
			<qp-grid id="grid1extgrd3" view.bind="Taxes"></qp-grid>
		</qp-tab>
		<qp-tab id="tabDiscountsexttb8" caption="Discounts">
			<qp-grid id="formDiscountDetailextgrd4" view.bind="DiscountDetails"></qp-grid>
		</qp-tab>
		<qp-tab id="tabApprovalsexttb9" caption="Approvals" ref="tabApprovals_Content"></qp-tab>
		<qp-tab id="tabRelationsexttb10" caption="Relations" ref="tabRelations_Content"></qp-tab>
	</qp-tabbar>
</template>

 

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1 reply

Forum|alt.badge.img
  • Jr Varsity III
  • 14 replies
  • Answer
  • April 15, 2025

Hi ​@Siddu 

Since you need to add the four columns in the summary level you can do as below.

Remove the existing template and tabs using the remove attribute in the extension.

Split the summary level using split attribute and add your code. Below is the screenshot reference and code.

Hope this will solve your issue.

 

<template>
    <template remove="#form"></template>
    <template remove="#QuoteCurrent_tab"></template>
        <qp-splitter  id="spsalesqt1" initial-split="50">
            <split-pane>
                <qp-template id="spform1" name="1-2" class="equal-height" qp-collapsible wg-container="Quote_form1sp">
                    <qp-fieldset id="phF_form_PXLayoutRule#0sp1q" slot="A" view.bind="Quote">
                        <field name="OpportunityID"></field>
                        <field name="QuoteNbr" pinned></field>
                        <field name="IsPrimary" pinned config-enabled.bind="false"></field>
                        <field name="Status"></field>
                        <field name="DocumentDate" pinned="false"></field>
                        <field name="ExpirationDate" pinned></field>
                    </qp-fieldset>
                    <qp-fieldset id="phF_form_PXLayoutRule#8sp2q" slot="B" view.bind="Quote">
                        <field name="BAccountID" pinned></field>
                        <field name="LocationID" pinned></field>
                        <field name="ContactID" pinned></field>
                        <field name="CuryID" control-type="qp-currency" view.bind="currencyinfo"></field>
                        <field name="OwnerID"></field>
                        <field name="Subject" pinned config-type.bind="1" config-rows.bind="3"></field>
                    </qp-fieldset>
                </qp-template>
           </split-pane>

           <split-pane>
            <qp-template id="spform2" name="1-1" class="equal-height" qp-collapsible wg-container="Quote_form2sp">
                <qp-fieldset id="phF_form_PXLayoutRule#25sp1q" slot="A" view.bind="Quote" class="highlights-section">
                    <field name="ManualTotalEntry"></field>
                    <field name="CuryAmount"></field>
                    <field name="CuryLineDiscountTotal"></field>
                    <field name="CuryDiscTot"></field>
                    <field name="AMCuryEstimateTotal"></field>
                    <field name="CuryTaxTotal"></field>
                    <field name="CuryProductsAmount"></field>
                </qp-fieldset>
                <qp-fieldset id="Estimatedmargins25sp1q" slot="B" view.bind="Quote" class="highlights-section" caption="Estimated Margins">
                    <field name="usrtestField1"></field>
                    <field name="usrtestField2"></field>
                    <field name="usrtestField3"></field>
                    <field name="usrtestField4"></field>
                </qp-fieldset>
            </qp-template>
           </split-pane>
        </qp-splitter>>

        <!-- Tabs -->
	<qp-tabbar id="QuoteCurrent_tabext1" wg-container>
		<qp-tab id="tabActivitiesexttb1" caption="Activities" ref="tabActivities_Content"></qp-tab>
		<qp-tab id="tabDetailsexttb2" caption="Details">
			<qp-grid id="ProductsGridextgrd1" view.bind="Products" wg-container="Products_ProductsGrid"></qp-grid>
		</qp-tab>
		<qp-tab id="tabAdditionalInfoexttb3" caption="Additional Info" ref="tabAdditionalInfo_Content"></qp-tab>
		<qp-tab id="tabEstimatesexttb4" caption="Estimates">
			<qp-grid id="gridEstimatesextgrd2" view.bind="OpportunityEstimateRecords"></qp-grid>
		</qp-tab>
		<qp-tab id="tabContactexttb5" caption="Contact" ref="tabContact_Content"></qp-tab>
		<qp-tab id="tabAddressesexttb6" caption="Addresses" ref="tabAddresses_Content"></qp-tab>
		<qp-tab id="tabTaxesexttb7" caption="Taxes">
			<qp-grid id="grid1extgrd3" view.bind="Taxes"></qp-grid>
		</qp-tab>
		<qp-tab id="tabDiscountsexttb8" caption="Discounts">
			<qp-grid id="formDiscountDetailextgrd4" view.bind="DiscountDetails"></qp-grid>
		</qp-tab>
		<qp-tab id="tabApprovalsexttb9" caption="Approvals" ref="tabApprovals_Content"></qp-tab>
		<qp-tab id="tabRelationsexttb10" caption="Relations" ref="tabRelations_Content"></qp-tab>
	</qp-tabbar>
</template>

 


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