Customize sections and fields in tabs

Tabs in an object detail screen organize different types of information. You can customize sections and fields on most tabs, including all custom tabs and some standard tabs that don’t include tables, for example, the Overview tab. In these tabs, you can add new sections, add fields, and adjust their layout to match your business needs.

In this topic, learn how to:

• Add a section to the tab

• Manage section visibility

• Rearrange sections

• Add localized section labels

• Restrict section visibility by UI profile

• Make the section read-only by UI profile

• Apply mass restrictions to sections

• Add fields to a section

Prerequisites

To configure sections and fields:

• Enable the new UI

• Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read Role management.

Add a section to the tab

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, select + Add New Section.

3. Enter a name for the section, then select OK.

4. Select Publish.

Manage section visibility

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, turn on or off the switch next to the section name to control its visibility.

3. Select Publish.

Rearrange sections

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, drag the section to the desired position to define where it appears in the tab.

3. Select Publish.

Add localized section labels

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, select Edit next to the section name, then go to the Localization tab.

3. Select + Add Localized Label.

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

5. In the Label field, enter a button label.

6. Repeat Steps 3–5 for each language you need.

7. Select Save.

8. At the top of the dialog, next to the section name, select Back to go back to the section list.

9. Select Publish.

Tip

To display the new labels in the UI, sign out and then sign back in to CPQ.

Restrict section visibility by UI profile

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, select Edit next to the section name, then go to the Visibility tab.

3. Select + Add Profile to Hide Section From.

4. Select the UI profiles, then select Add Profile.

5. Select Save.

6. At the top of the dialog, next to the section name, select Back to go back to the section list.

7. Select Publish.

Make the section read-only by UI profile

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, select Edit next to the section name, then go to the Read-Only tab.

3. Select + Add Profile to Disable Section From.

4. Select the UI profiles, then select Add Profile.

5. Select Save.

6. At the top of the dialog, next to the section name, select Back to go back to the section list.

7. Select Publish.

Apply mass restrictions to sections

You can hide or make several sections read-only at once for multiple UI profiles. This helps you quickly control what each profile can see or edit.

To apply mass restrictions:

1. Open the customization dialog:

   • From the object’s detailed information tab

   • From a custom tab

   • From the Overview tab in the line item details panel

2. In the Customize Sections dialog, select Mass Restrictions, then select + Add Profiles for Mass Restrictions.

3. Select one or multiple UI profiles, then select Add Profile.

4. Select Next.

5. In the Hide tab, select + Add, then select the sections to hide for the selected UI profiles. Select Add.

6. In the Read-Only tab, select + Add, then select the sections to make read-only for the selected UI profiles. Select Add.

7. Select Save, then select Publish.

Add fields to a section

After you locate an existing section or create a section, you can add and customize fields. For details about adding and customizing fields, read Customize fields.