Start a new topic

Formatting the "Section Header" style

I'm currently trying to make it easier for our customers to understand the various types of line items on our quotes, using the hand Section headers added in 5.3.


However I want to style the section headers bar to a particular colour etc and I'm struggling to do this, I'm not sure if it's our customised quote template or if it's something I'm not doing.


I've tried to use the default Galaxy template with the same quote and can get the bars to change but only in a particular Detail Section.


So to make this easier to understand;


1. I want the output to look like this:

image

I noticed in Galaxy the actual "Detail Report" sections we're coloured with the blue, but when we played with it, the bars only changed when we changed "Detail Report 3" background colour when using Section Headers.


Here is our layout:

image


I've gone through and tried the following:


1. Changing the colour of the "Description" field via Background on both section 1 and 3

2. Changing the colour of the "Detail Section" for both 1 and 3.


Results for all 4 changes:


image


image


image


image


I know there is a video on youtube about it, but that's for the function, rather than styles/formatting of the actual quote view.


I'm probably doing something wrong or missing how the editor is detecting the various formatting?


You need to add a new detail section, with a filter of documentitems->linetype=32


You then put the description field, and any formatting, in there.. that should help.


You might need to filter 'out' 32 from other detail sections.


Alternatively, ping me an email with your layout and I'll do it for you.


matt@prestigequoting.com

Hey Owen,


I can imagine that having to do 2-3 quotes would be a royal pain somewhere!

If you can't get it to do what you want, post back or ping me an email.


Relating to your QuoteValet comment...if it's QuoteWerks, I do it!

Login or Signup to post a comment