How to add quote party role into quote list view ?

[former_member730161]

Hello expert; We want to add one of quote party role ex distributor into quote list view, I did adaptation, I could not find party role field or distributor field, How can I add this into list ? thank you

party-rolein-quote.png

quote-list.png

[mjveerhuis1 · Accepted solution]

Hi Xiaohui,

Did you add this role? This partner role Distributor does not look like a standard role in the sales quote partner scheme.

Kr.

MJ

[former_member730161 · Accepted solution]

I configured distrubutor in quote involved party role in configuration , that is why we want to have this infor into the quote list , I donot know how can I find involved party in adapation , thank you

[mjveerhuis1 · Accepted solution]

Hi,

In configuration you can assign a partner role to the UI, but when you check the help text that pops ups you see "This selection allows you to define if a custom party role directly appears in the quick create or overview user interface. You can add up to three custom party roles. Note, that the party roles cannot be added to the work list."

If you have add your own role (and adjusted the config as above) it is possible to add this role field in the Quote Details, as well as the quick view on the overview page, but jus not in the quote list itself.

KR.

MJ

[former_member730161 · Accepted solution]

Thank you very much!