UI Profile

The UI Profile allows administrators to:

• Configure multi-language translation for labels
• Define the conditional display of fields
• Configure certain fields as read only

Customize application labels

Administrators can maintain all application labels in the .properties file.

To configure translation for labels in the UI Profile:

1. From the application, select the UI Customization button.

   

2. In the UI Customization popup, on the Label tab, select the label that you want to translate.

3. Enter one or more translated values for the label.

   

4. Select Save.

Customize UI Profile

Zilliant CPQ allows administrators to conditionally display and hide specific fields.

1. From the application, select the UI Customization button.
2. In the UI Customization popup, select the UI Hide and/or Disable tab.
3. Create a profile or select an existing profile.
4. In the UI Customization field for a selected profile, make selections to hide or disable specific fields.
5. Select Update.

Configure UI Profile to inherit visibility controls from other profiles

Administrators can configure the UI profile to inherit hidden and disabled controls from other UI profiles. For example, the Customer profile can inherit its controls from a generic user profile.

1. From the application, select the UI Customization button.
2. In the UI Customization popup, select the UI Hide and/or Disable tab.
3. Create a profile or select an existing profile.
4. Select the Has UI Profile(s) tab.
5. Select to assign a profile.
6. Select Update.

Display quotes based on the document type

You can hide or disable fields, actions, and tabs in a quote.

1. From the application left navigation area, select Administration.
2. From Master Data Management, select UI Profile.
3. Create a profile or select an existing profile.
4. On the Configuration tab, in the On Sales Document Type field, define the type of the quote. (For example, Order.)

Display quotes based on their status

Administrators can configure specific UI profiles to display certain quotes based on their status. This feature is useful to show or hide fields based on whether a quote has been approved or completed.

1. From the application, select the UI Customization button.
2. In the UI Customization popup, select the UI Hide and/or Disable tab.
3. Create a profile or select an existing one.
4. Select the Uses Sales Document Status tab.
5. From the list, select one or more status values to apply to the profile.
6. Select Add.

Display documents based on their sales phase

Administrators can indicate whether specific UI profiles apply to a certain sales phase.

1. From the application, select the UI Customization button.
2. In the UI Customization popup, select the UI Hide and/or Disable tab.
3. Create a profile or select an existing one.
4. Select the Uses Sales Phase tab.
5. From the list, select one or more sales phase values to apply to the profile.
6. Select Add.

For more information on sales phases, read Configure opportunity sales phases.