| NOTE: As of Fall 2017 (version 2.147) Custom Tables using Field Sets have been replaced with Custom Line Tables in Groups. |
To setup your custom columns, Browse to the "Order Schedule" tab in the Application Setup. Click "Manage Groups".
Ensure you have your product groupings setup. Use the + sign in the action column to create a new Line Column.
Header: This is the text that will be displayed at the top of the column.
Field Name: This is the Field you want to display. Any Quote Line Item or Product field can be shown. If you need to reference another object, simply create a formula field on the Quote Line item.
Order: The order the column will be displayed.
Text: Alignment of the text/data in the column.
Header: Alignment of the Header text.
Sum: If a numeric or currency value, when checked, it will display a grand total at the bottom of the table.
Column Width: A defined width for the column. If not set, all columns will be distributed evenly.
Hide: If checked, these columns will be hidden on the selected Order Schedule.
| NOTE: If you would like to custom columns and values displayed even further, please read this article. If you would like to create template specific columns, please read this article. |
Once line columns are setup, head back to your Order Schedule template. Check the "Use Custom Line Tables" box.
Video version is here: