Use layouts to control how data appears in the line item table. A layout defines which columns and in which order are visible to specific users.
Layouts help you create predefined table views for different business needs. For example, a sales team may need to focus on prices, discounts, and margins, while an operations team may care more about quantities and units.
Instead of having each user manually adjust the table, you can define layouts once and make them available to the right users. Users can switch between available layouts at any time. If a user has access to multiple layouts, they can select the one that best fits their current task:
Zilliant CPQ supports two layout types in line item tables:
Default layout
The default layout is predelivered. Users with the UI extensibility permission can customize the default layout by adding, removing, and rearranging columns. After the default layout is configured and published, it becomes available to users across the system. For details, read Customize columns.
The default layout also supports user-level personalization. This means that each user can rearrange columns in the default layout based on their own preferences, and those preferences persist between sessions. For details, read Customize tables.
In this topic, learn how to hide the default layout.
Custom layout
Custom layouts let administrators create additional predefined table views for specific business needs. For example, you can create separate layouts for sales, operations, and approvers, and use exception profiles to control which layouts are visible for specific roles.
Unlike the default layout, custom layouts are fixed for end users. They cannot rearrange columns or set user-level preferences. This helps you create controlled and consistent views for specific roles or workflows.
In this topic, learn how to:
Prerequisites
To configure layouts:
Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read Role management.
Hide the default layout
If you added at least one custom layout, you can hide the default layout for a more controlled experience. When the default layout is hidden, users without the UI EXTENSIBILITY PERMISSION can’t access it, and they see only the custom layouts made available to them.
To hide the default layout:
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Manage tab, on the Default Layout row, turn on the Hide switch.
Close the Manage Layouts dialog.
Create a custom layout
Create a custom layout when you want to provide a predefined line item table view for a specific team or use case.
To create a custom layout:
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Manage tab, select Add Layout.
Enter a name for the layout, then select OK.
On the layout row, select Edit.
On the Columns tab:
Turn on or off the switch next to the field name to manage its visibility.
Drag fields to the desired position.
On the Localization tab:
Select + Add Localized Label.
From the Language dropdown field, select a language.
In the Label field, enter a field label.
Repeat Steps a–c for each language you need.
Select Update.
The layout becomes available in the system and visible to all users. To control access to the layout, assign it to user roles.
Edit a custom layout
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Manage tab, on the layout row, select Edit.
Make necessary changes, then select Update.
Delete a custom layout
You can delete a custom layout only if it is not currently used in an exception profile. To delete a layout assigned to a role through an exception profile, first remove it from any exception profiles that use it.
To delete a custom layout:
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Manage tab, on the layout row, select Delete.
Close the Manage Layouts dialog.
Assign a layout to user roles through exception profiles
Use exception profiles to control which layouts are visible for specific roles. For example, you can create an exception profile that allows a Sales Manager role to see only Sales and Approver layouts, while hiding the Operations layout.
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Exception Profiles tab, select Add Exception Profile.
In the Name field, enter a name for the profile.
From the Assign Roles dropdown list, select at least one user role.
In the layouts list, select at least one layout that should be visible for those roles.
Select Save.
After you save the exception profile, users with the selected roles see only the layouts assigned to them.
Edit an exception profile
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Exception Profiles tab, on the profile row, select Edit.
Make necessary changes, then select Save.
Delete an exception profile
Open a quote, an agreement under negotiation, or a published agreement.
Go to the Items or Line Items tab.
Above the line items table, select the name of an active layout, for example, Default Layout.
From the dropdown, select Manage Layouts.
On the Exception Profiles tab, on the profile row, select Delete.
Close the Manage Layouts dialog.
Edit
Delete