---
title: "Access UI customization dialogs"
slug: "access-ui-customization-dialogs"
updated: 2025-11-07T15:37:52Z
published: 2025-11-07T15:37:52Z
canonical: "docs.zilliant.com/access-ui-customization-dialogs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access UI customization dialogs

Each part of the Zilliant CPQ user interface has its own entry point for customizing fields, columns, tabs, or sections. While the customization dialogs offer similar functionality across the UI, the steps to access them vary depending on where you are.

In this topic, learn how to access UI customization dialogs:

- [From the object list table](/main/docs/access-ui-customization-dialogs#from-the-object-list-table)
- [From the line item table](/main/docs/access-ui-customization-dialogs#from-the-line-item-table)
- [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab)
- [From the object creation dialog](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog)
- [From the object header section](/main/docs/access-ui-customization-dialogs#from-the-object-header-section)
- [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab)
- [From the Price Items tab](/main/docs/access-ui-customization-dialogs#from-the-price-items-tab)
- [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel)
- [From the Sales Item Text tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-sales-item-text-tab-in-the-line-item-details-panel)

---

## Prerequisites

To access customization dialogs:

- [Enable the new UI](/main/docs/work-with-the-new-ui#enable-the-new-ui)
- Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role).

---

## From the object list table

The object list table is the main table that displays all records of a specific object type, such as all quotes or all agreements. You can customize this table by adding or removing columns to control which information is visible at a glance.

To access the customization dialog from the list table:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. In the upper-right corner of the table, select Customize, then select **Customize**.
3. In the **Customize Table** dialog:
  - Go to the **Active Columns** tab to [configure columns](/main/docs/customize-columns).
  - Go to the **Actions** tab to [configure actions](/main/docs/customize-actions) users can perform with objects in the list table.
  - Go to the **Settings** tab to configure the table parameters.

The following image shows the quote list table and highlights the Customize button that opens the customization dialog:

![Quote list table.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Quote%20list%20table.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the line item table

The line item table appears in the object detail screen and displays associated line items, such as products or spare parts, included in a quote or agreement. In both quotes and agreements, this table is in the **Line Items** tab. You can customize it by adding and configuring columns to show the details most relevant to your workflow.

To access the customization dialog from the line item table:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. Select a record from the list, then go to the tab with the line items table.
3. In the upper-right corner of the table, select Customize, then select **Customize**.
4. In the **Customize Table** dialog:
  - Go to the **Active Columns** tab to [configure columns](/main/docs/customize-columns).
  - Go to the **Actions** tab to [configure actions](/main/docs/customize-actions) users can perform with line items.

The following image shows a line item table in an agreement and highlights the Customize button that opens the customization dialog:

![Agreement line item table.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Agreement%20line%20item%20table.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the object’s detailed information tab

The detailed information tab displays the full details of an object. In quotes and agreements, this tab appears in the object detail screen and is labeled **Overview**. You can customize this tab by adding fields and tailoring them to match your business needs.

To access the customization dialog from the detailed information tab:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. Select a record from the list, then go to the detailed information tab, such as the **Overview** tab in agreements and quotes.
3. In the upper-right corner of any section, select Customize.
4. In the **Customize Sections** dialog:
  - [Manage section visibility](/main/docs/customize-sections-and-fields-in-tabs#manage-section-visibility), [add a section](/main/docs/customize-sections-and-fields-in-tabs#add-a-section-to-the-tab), or [apply mass restrictions to sections](/main/docs/customize-sections-and-fields-in-tabs#apply-mass-restrictions-to-sections).
  - Select Edit next to the name of a specific section. In the **Customize Section** dialog:
    - Go to the **Fields** tab to [add and customize fields](/main/docs/customize-fields).
    - Go to the **Visibility**, **Read-Only**, and **Localization** tabs to [customize the section](/main/docs/customize-sections-and-fields-in-tabs).

The following image shows the detailed information tab in an agreement and highlights the Customize button that opens the customization dialog:

![Overview tab in an agreement.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Overview%20tab%20in%20an%20agreement.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the object creation dialog

The object creation dialog is used to create a new object, such as the **New Agreement** dialog. You can customize this dialog by adding fields and tailoring them to match your business needs.

To access the customization dialog from the object creation dialog:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. Select a button to create a new object, such as **+ New Quote** or **+ New Agreement**.
3. In the upper-right corner of the creation dialog, select Customize.
4. In the **Customize Screen** dialog, [add and customize fields](/main/docs/customize-fields) that appear in the object creation dialog.

The following image shows the agreement creation dialog and highlights the Customize button that opens the customization dialog:

![Create an agreement dialog.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Create%20an%20agreement%20dialog.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the object header section

The object header is the topmost section in the object detail screen. It includes the object title, buttons, and tabs, all of which you can customize to align with your business processes and user roles.

To access the customization dialog from the object header section:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. Select a record from the list.
3. In the upper-right corner of the screen, above the top button bar, select Customize.
4. In the **Customize Screen** dialog:
  - Go to the **Header** tab to [change the object titles and additional buttons](/main/docs/customize-header-on-the-object-detail-screen), such as **Favorite** or **Open Pricing Simulation**.
  - Go to the **Actions Menu** tab to [configure actions](/main/docs/customize-actions), such as **Reports** or **Actions**.
  - Go to the **Tabs** tab to [manage tabs](/main/docs/customize-tabs-on-the-object-detail-screen).

The following image shows the agreement’s header section in a green frame and highlights the Customize button that opens the customization dialog:

![Object header section.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Object%20header%20section.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From a custom tab

Custom tabs help you organize additional information tailored to your business processes in the object detail screen. Each custom tab consists of one or more sections, which contain configurable fields.

To access the customization dialog from a custom tab:

1. From the application left navigation area, select an object, such as **Agreements** or **Quotes**.
2. Select a record from the list.
3. Go to your custom tab.
4. In the upper-right corner, under the bar with tabs, select Customize.
5. In the **Customize Sections** dialog:
  - [Manage section visibility](/main/docs/customize-sections-and-fields-in-tabs#manage-section-visibility), [add a section](/main/docs/customize-sections-and-fields-in-tabs#add-a-section-to-the-tab), or [apply mass restrictions to sections](/main/docs/customize-sections-and-fields-in-tabs#apply-mass-restrictions-to-sections).
  - Select Edit next to the name of a specific section. In the **Customize Section** dialog:
    - Go to the **Fields** tab to [add and customize fields](/main/docs/customize-fields).
    - Go to the **Visibility**, **Read-Only**, and **Localization** tabs to [customize the section](/main/docs/customize-sections-and-fields-in-tabs).

The following image shows a custom tab in an agreement and highlights the Customize button that opens the customization dialog:

![Custom tab in an agreement.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Custom%20tab%20in%20an%20agreement.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the Price Items tab

The **Price Items** tab displays all price items that make up the total price of a quote, an agreement, or its line items. You can customize this tab by adding columns and tailoring them to match your business needs.

To access the customization dialog from the **Price Items** tab:

1. Open the Price Items tab [in a quote](/main/docs/manage-quote-pricing#open-the-price-items-tab) or [in an agreement](/main/docs/manage-agreement-pricing#open-the-price-items-tab).
2. In the upper-right corner of the table, select Customize, then select **Customize**.
3. In the **Customize Table** dialog:
  - Go to the **Active Columns** tab to [configure columns](/main/docs/customize-columns).
  - Go to the **Actions** tab to [configure actions](/main/docs/customize-actions) users can perform with price items.

The following image shows the **Price Items** tab in the line item details panel and highlights the Customize button that opens the customization dialog:

![Customize icon in the Price Items tab in the line items details.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customize%20icon%20in%20the%20Price%20Items%20tab%20in%20the%20line%20items%20details.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the Overview tab in the line item details panel

The **Overview** tab in the line item details panel displays general information about the line item in [quotes](/main/docs/manage-line-items#view-and-manage-line-item-details-in-the-side-panel) and [agreements](/main/docs/manage-agreement-line-items#view-and-manage-line-item-details-in-the-side-panel). You can customize this tab by adding fields and tailoring them to match your business needs.

To access the customization dialog from the **Overview** tab in the line item details:

1. Open the line item details panel [in a quote](/main/docs/manage-line-items#view-and-manage-line-item-details-in-the-side-panel) or [in an agreement](/main/docs/manage-agreement-line-items#view-and-manage-line-item-details-in-the-side-panel).
2. Go to the **Overview** tab.
3. In the upper-right corner of any section, select Customize.
4. In the **Customize Sections** dialog:
  - [Manage section visibility](/main/docs/customize-sections-and-fields-in-tabs#manage-section-visibility), [add a section](/main/docs/customize-sections-and-fields-in-tabs#add-a-section-to-the-tab), or [apply mass restrictions to sections](/main/docs/customize-sections-and-fields-in-tabs#apply-mass-restrictions-to-sections).
  - Select Edit next to the name of a specific section. In the **Customize Section** dialog:
    - Go to the **Fields** tab to [add and customize fields](/main/docs/customize-fields).
    - Go to the **Visibility**, **Read-Only**, and **Localization** tabs to [customize the section](/main/docs/customize-sections-and-fields-in-tabs).

The following image shows the **Overview** tab in the line item details panel and highlights the Customize button that opens the customization dialog:

![Customize icon in the Overview tab in the line items details.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customize%20icon%20in%20the%20Overview%20tab%20in%20the%20line%20items%20details.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

## From the Sales Item Text tab in the line item details panel

The **Sales Item Text** tab in the line item details panel displays descriptive or supporting text associated with the line item in [quotes](/main/docs/manage-line-items#view-and-manage-line-item-details-in-the-side-panel) and [agreements](/main/docs/manage-agreement-line-items#view-and-manage-line-item-details-in-the-side-panel). You can customize this tab by managing the visibility and editability of sales item text options for users.

To access the customization dialog from the **Sales Item Text** tab in the line item details:

1. Open the line item details panel [in a quote](/main/docs/manage-line-items#view-and-manage-line-item-details-in-the-side-panel) or [in an agreement](/main/docs/manage-agreement-line-items#view-and-manage-line-item-details-in-the-side-panel).
2. Go to the **Sales Item Text** tab.
3. Above the text editor, select Customize.
4. In the **Customize Proposal** dialog, next to a sales item text option, select Edit.
5. Go to the **Visibility** and **Read-Only** tabs to [customize the sales text option](/main/docs/customize-the-sales-item-text-tab).

The following image shows the **Sales Item Text** tab in an agreement and highlights the Customize button that opens the customization dialog:

![Customize icon in the Sales Item Text tab in the line items details.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customize%20icon%20in%20the%20Sales%20Item%20Text%20tab%20in%20the%20line%20items%20details.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

![Icon Customize](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Customize.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

Customize

A full-page view of an individual object record, such as a quote or an agreement. The object detail screen contains the object's key information and allows you to view or edit details through multiple tabs, such as **Overview** or **Line Items**.

![Icon Customize](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Customize%20(blue).png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D)

Customize

![Icon Edit](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Edit.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A20%3A55Z&se=2026-11-11T13%3A20%3A55Z&sr=c&sp=r&sig=LMLBg7VzXk3%2B%2FjgUXD36Bknr1f5LTAbXvoP39ZNiOrQ%3D) Edit