Quote Item Builder 2018 Updates

Quote Item Builder 108

Release Details

  • Released October 29, 2018

New Features

Support For Geolocation field (1530)

We added support for a geolocation field to be included in the item builder layout as a decimal type.

Bug Fixes

# Area Description

1533

Grid Editor

Fixed an issue causing edits to fields in the grid to not be retained.

1535

Bulk Update

Resolved an issue with bulk updates for check boxes not refreshing the grid correctly.

1564

Main Grid

Fixed a customer-reported issue causing string cells to not wrap text in the main grid.

1572

RTF Field

Resolved an issue that cause all items of the grid to become parenting enabled when users view an RTF field and then closed.

Quote Item Builder 102

Release Details

  • Released September 6, 2018

Feature Enhancements

Cosmetic Improvements (1432,1476, 1497, 1211, 1212)

We implemented cosmetic improvements to enhance your user experience.

Quote Item Builder 95

Release Details

  • Released July 24, 2018

New Features

New Custom Lookups feature (1251 & 1286)

The new Custom Lookups feature enhances how lookups work on the Quote Item Builder. This powerful new feature gives you the ability to:

  • Limit the records that display available in lookups

  • Define the fields that display in lookups

  • Define the fields analyzed for keyword searches in lookups

Refer to the Quote Item Builder Setup article for instructions on how to set up this feature.

New FX Setting for hiding Quote Item Builder components (1341)

The new pageSettings_QIB FX Setting gives you the ability to hide components on the Quote Item Builder. This provides you with the flexibility to remove components you don’t use.

Refer to the Quote Item Builder Setup article for instructions on how to hide components.

Feature Enhancements

Item grid enhanced (841)

The first three columns in the Item grid now remain visible when you scroll from left to right across the grid.

This makes it easier to select items, edit items, and add child items.

New Classification search filter (1123)

The new Classification filter gives you the ability to filter the items shown in the Item grid by classification.

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Bug Fixes

# Area Description

976

Item picker

Users were able to click the Add Selected button twice, resulting in duplicate items getting added.

1160

Fields

You couldn’t enter negative values in currency fields.

1170

Fields

When the Multiple Currency feature was enabled, currency fields didn’t display values with the correct number of decimal places.

1179

Ticket Details section

The Ticket Details section didn’t always display correctly when Lighting Experience was enabled for some users but not the current user.

1203

Item grid

The Item grid didn’t display correctly in Lighting Experience.

1397

item picker

The Item picker didn’t open if you had the Hierarchical Price Books feature enabled.

1405

Item grid

Fixed the errors that displayed in Chrome DevTools when copying or deleting items.

Quote Item Builder 75

Release Details

  • Released January 11, 2018

Feature Enhancements

Lightning Experience Support added (1135)

You can now use the Quote Item Builder in Lighting Experience.

Quote Details hidden in Lightning Experience (1139)

The Quote Details section is now hidden when you open the Quote Item Builder in Lighting Experience.

Bug Fixes

# Area Description

1073

Barcode Scanning

You could scan and add items to quotes even if you didn’t have Create permission for the Quote Item object.

1117

Bulk Edit

You could bulk edit dependent picklists.

1141

Item grid

Lookup filters didn’t work correctly.