Nue on Salesforce Layout Configurations

all pages in nue on salesforce are fully configurable the lightning pages developed by nue are metadata driven and supported by various layouts and field sets, which can be completely configured through salesforce's object manager settings layout configurations the table below outlines the components present on various pages of nue on salesforce, along with their configuration options page flow page component configuration options quote creation flow create quote object manager quote → page layouts nue provides updated page layouts with a version number suffix, such as “nue quote layout v2406” to customize the layout 1 choose the quote layout with the latest nue version and customize the page layout as needed 2 fields configured below the divider section will appear on the left side of the create quote page 3 assign the customized page layout to the appropriate profiles 4 log in to the nue app and navigate to system settings in the ‘quotes and orders’ panel, click the ‘refresh’ button in the layout settings section to update the profile layout settings quote line editor header object manager quote→ field sets → quote header fields price summary object manager quote → field sets → quote price fields lines object manager quote → page layouts 1 open the page layout assigned to designated user profiles 2 related lists → quote line items to configure the default collapse/expand status of the ramp line items login to nue app → quotes and orders → line editor, configure the value of defaut visibility of ramp lines to configure the default page size of the line editor grid login to nue app → quotes and orders → line editor, configure the value of default page size split lines quote line item (in the right panel) object manager quote line items → field sets → fields displayed on split line line buckets (in the left panel) object manager line buckets → field sets → fields displayed in line bucket product selector list view the product selector list view combines fields from product, pricing attributes, and price book entries displayed in the following order product name product sku price book entry uom price book entry list price product custom fields configured from product → field sets → product search columns price book entry a list of pricing attributes these pricing attributes, once configured are automatically added to the list layout price book entry custom fields configured from price book entry → field sets → product search fields product configurator list view columns the product configurator list view combines fields from product, product option and quote line item objects product columns are configured through object manager product → field sets → product columns product option columns are configured through object manager product option → field sets → product option columns quote line item columns are configured through object manager quote line item → field sets → product configurator columns page size nue app → system settings → quotes and orders → product configurator → list view default page size order creation flow create order object manager order → page layouts nue provides updated page layouts with a version number suffix, such as “nue order layout v2111 6” to customize the layout 1 choose the quote layout with the latest nue version and customize the page layout as needed 2 fields configured below the divider section will appear on the left side of the create quote page 3 assign the customized page layout to the appropriate profiles 4 log in to the nue app and navigate to system settings in the ‘quotes and orders’ panel, click the ‘refresh’ button in the layout settings section to update the profile layout settings order line editor header object manager order → field sets → order header fields price summary object manager order → field sets → order price fields lines split lines create bucket line item (in the right panel) object manager quote line items → field sets → fields displayed on split line line buckets (in the left panel) object manager line buckets → field sets → fields displayed in line bucket lifecycle manager (account → manager customer lifecycle) order card / list object manager order → field sets → order fields subscription card / list object manager subscription → field sets → subscription fields asset card / list object manager asset → field sets → asset fields entitlement card / list object manager entitlement → field sets → entitlement fields invoice list object manager invoice (ruby invoice c) → field sets → invoice fields credit memo list object manager credit memo (ruby creditmemo c) → field sets → creditmemofields general information account card / list object manager entitlement → field sets → entitlement fields custom fields to ensure optimized performance and prevent unnecessary namespace conflicts, nue does not automatically load all custom fields configured in the quote line editor, order line editor, or the tables in the lifecycle manager instead, we provide a field set named 'nue custom fields' (api name ruby nueavailablefields) on the following objects quote, quote line item, order, order product, invoice, account, asset, and subscription custom fields that need to be loaded must be explicitly included in this field set to prevent namespace conflicts