QuoteWerks Support Portal

Does anyone know of a way to limit or remove the option to Exclude Line without removing the ability to effect other Line Attributes?

I did find it, thank you.

Did you receive my reply to your email, Dan? If not, then I think that it may have gone into your Spam.

I do not have anything to hand, but it would be straightforward enough to create - no more than an hour's work, and probably much less. Email me - steve (at) hilltopsit.co.uk for commercials. Thank you.

OK – that may work for us – would you have a script ready to do this or is this something I need to hire out?

Unfortunately there isn't an option to hide the Exclude Line Item Attribute, but if you have QuoteWerks Corporate edition, then you could write a script to force the Line Item to "Exclude = No" before the User prints and/or saves the document.

If the User has set "Exclude = Yes" on any Line Items, then the same script could prompt them to notify them "Line Items had the Exclude option set  to 'Yes', these have been reset to 'Exclude = No'" (or something similar).

That is correct – eliminate the option to Exclude for all users

To clarify: you do not want QW Users to be able to set the "Exclude = Yes" option on a Line Item?