Is there a way to control the order in which Item ...
# generalj
jen
09/13/2019, 4:05 PMIs there a way to control the order in which Item Options are shown in a Transaction?
k
Kman
09/13/2019, 5:08 PM@jen you can customize the form and then just resequence the fields on the form.
j
jen
09/13/2019, 5:20 PM@Kman where is the place to change the order of the fields in the Item Options column?
k
Kman
09/13/2019, 5:21 PM@jen What transaction is this for?
j
jen
09/13/2019, 5:33 PMEstimate & Sales Order
b
Beau
09/13/2019, 5:56 PMAre you able to edit a sample Estimate / Sales Orders and see which form it has
Beau
09/13/2019, 5:59 PMOr I think there is a “Customize” -> “Customize Form” link on the upper right hand side while in edit mode of a sample Estimate / SO record
j
jen
09/13/2019, 6:03 PMI know how to customize a form.
jen
09/13/2019, 6:03 PMDid you see my screenshots? I'm trying to change the order of the "item options"
jen
09/13/2019, 6:04 PMthe ones that appear in the "Details" column, and are edited using the small pop-up "Set Options" window
jen
09/13/2019, 6:05 PMI will repost screenshots here:
jen
09/13/2019, 6:05 PMmessage has been deleted
b
Beau
09/13/2019, 6:07 PMare these the matrix options?
j
jen
09/13/2019, 8:38 PMJust regular Item Options
jen
09/13/2019, 8:41 PMmessage has been deleted
jen
09/13/2019, 8:42 PMmessage has been deleted
jen
09/16/2019, 6:56 PMI found the answer to this. It's under SA 21422, you do it from the Display settings of the Item Option.
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