Configure layouts of the line item table

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

• Custom layouts

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.

Group Columns

Line item tables with many columns can be hard to read and need a lot of horizontal scrolling. Column grouping lets administrators put related columns under a shared header, such as Product Info, Pricing, Health, or Approval Details. Users then see the information they need more quickly.

With column grouping, you can:

• Create named groups and add localized group names.

• Put columns at the root level of the layout or inside a group.

• Reorder groups and columns by dragging them.

• Pin columns to the left or right of the table.

• Let users collapse and expand groups to save space.

Note

Column grouping is only available for custom layouts. The Default layout always shows as a flat list of columns.

How grouped layout works

A custom layout can contain:

• Root-level columns—Columns that sit directly in the layout, not in a group.

• Column groups—Named groups that contain one or more columns.

Rules:

• A column can be at the root level or in one group. It can't be in more than one group at the same time.

• A group must contain at least one column. Empty groups are hidden in the line item table.

• The Position column is always pinned to the left and always shows first. You can't move, reorder, or group it.

• Left-pinned columns show first, then groups and unpinned columns, then right-pinned columns.

In this topic, learn how to:

• Create a custom layout

• Add columns and  groups

• Manage columns

• Manage groups

• Manage columns within the group

• Edit a custom layout

• Delete a custom layout

• Assign a layout to user roles through exception profiles

• Edit an exception profile

• Delete an exception profile

Prerequisites

To configure layouts:

• Enable the new UI

• 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:

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the Default Layout row, turn on the Hide switch.

6. 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:

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, select Add Layout.

6. Enter a name for the layout, then select OK.

7. On the layout row, select Edit.

8. On the Columns tab:

   • By default, a custom layout lists all the columns available in the default layout.

   • Drag fields to the desired position.

9. On the Localization tab:

   1. Select + Add Localized Label.

   2. From the Language dropdown field, select a language.

   3. In the Label field, enter a field label.

   4. Repeat Steps a–c for each language you need.

10. 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.

Add columns and groups

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Edit.

6. To add columns:

   1. select Columns tab: Select + Add Column

   2. The list displays the available columns from the Default Layout.

      Note: Custom layouts inherit their available columns from the Default Layout. If you want to add a new column to a custom layout, the column must first be added to the Default Layout.

      • Turn on or off the switch next to the column name to add or remove columns.

      • Select Save

7. To add groups:

   1. Select + Add Group to add a new group to the layout

      • Enter a name for the Group, then select Add.

Manage columns

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Edit. Then select Columns tab.

6. The Position column is always pinned to the left.

7. Other pinned columns can be rearranged within the left or right pinned group.

8. Drag a column to the desired position to rearrange it.

9. Select Options next to the column to

   1. Move To a group

   2. Pin to left or right

   3. Remove column from layout

Manage groups

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Edit. The select Columns tab.

6. Drag the group to the desired position.

7. Select Options next to the group to

   1. Add Localization label

   2. Add Column to the group

   3. Delete Group

Note: When a group is deleted, all columns within that group are moved to the root level.

Manage columns within the group

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Edit. Then select Columns tab

6. Drag the column to the desired position within the group.

7. Select Options next to the column to

   1. Move To Root level or another group

   2. Pin to left or right at root level. This action will remove the column from the group

   3. Remove column from layout

Edit a custom layout

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Edit.

6. 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:

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Manage tab, on the layout row, select Delete.

6. 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.

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Exception Profiles tab, select Add Exception Profile.

6. In the Name field, enter a name for the profile.

7. From the Assign Roles dropdown list, select at least one user role.

8. In the layouts list, select at least one layout that should be visible for those roles.

9. Select Save.

After you save the exception profile, users with the selected roles see only the layouts assigned to them.

Edit an exception profile

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Exception Profiles tab, on the profile row, select Edit.

6. Make necessary changes, then select Save.

Delete an exception profile

1. Open a quote, an agreement under negotiation, or a published agreement.

2. Go to the Items or Line Items tab.

3. Above the line items table, select the name of an active layout, for example, Default Layout.

4. From the dropdown, select Manage Layouts.

5. On the Exception Profiles tab, on the profile row, select Delete.

6. Close the Manage Layouts dialog.