I´d like to add new fields and change the look of the standard quote. Is it possible? How? TIA, and regards from Brazil!
Issues and Open Discussion
How to customize a quote?
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I am interested in doing this also, any help would be appreciated. I assume it is in one of the XML template files, but I can't find which one.
This is not an easy thing to do in ConcourseSuite, but the capability does exist. Brian's correct you can rename or hide fields, tabs, modules by modifying the xml configuration files. That means hosted (ondemand) cannot support this customization at the same level as on premise installations, hosted versions are limited to the functionality in the Admin -> Configure Modules menu. We plan on adding the ability to customize on a field level to the interface in a future release. The TeamElements product has some of these capabilities already.
But since you're asking about quotes I assume this is for ConcourseSuite. So if you have an on premise installation of ConcourseSuite, have backed up your original xml files (based on which ones you want to modify), and have quite a bit of patience you can customize the field labels, module tab names, and container tab names.
XML files for customization:
$/system.xml
- hide fields, rename modules, change logo etc...
$/centric/WEB-INF/languages/dictionary_$.xml
- Change text messages, field labels, etc...
where yourLanguage is one of the following:
en_US US (English)
de_DE Germany (German)
el_GR Greece (Greek)
es_VE Venezuela (Spanish)
hu_HU Hungary (Hungarian)
it_IT Italy (Italian)
lt_LT Lithuania (Italian)
nl_NL Netherlands (Dutch)
pt_BR Brazil (Portuguese)
ru_RU Russian Fed (Russian)
sq_AL Albania (Albanian)
zh_CN China (Chinese)
th_TH Thailand (Thai)
ja_JP Japan (Japanese)
How does one actaully customize the output of the pdf "print"? Is this a jasper report?
Lorraine Bittner wrote:
This is not an easy thing to do in ConcourseSuite, but the capability does exist. Brian's correct you can rename or hide fields, tabs, modules by modifying the xml configuration files. That means hosted (ondemand) cannot support this customization at the same level as on premise installations, hosted versions are limited to the functionality in the Admin -> Configure Modules menu. We plan on adding the ability to customize on a field level to the interface in a future release. The TeamElements product has some of these capabilities already.
But since you're asking about quotes I assume this is for ConcourseSuite. So if you have an on premise installation of ConcourseSuite, have backed up your original xml files (based on which ones you want to modify), and have quite a bit of patience you can customize the field labels, module tab names, and container tab names.
XML files for customization:
$/system.xml
- hide fields, rename modules, change logo etc...
$/centric/WEB-INF/languages/dictionary_$.xml
- Change text messages, field labels, etc...
where yourLanguage is one of the following:
en_US US (English)
de_DE Germany (German)
el_GR Greece (Greek)
es_VE Venezuela (Spanish)
hu_HU Hungary (Hungarian)
it_IT Italy (Italian)
lt_LT Lithuania (Italian)
nl_NL Netherlands (Dutch)
pt_BR Brazil (Portuguese)
ru_RU Russian Fed (Russian)
sq_AL Albania (Albanian)
zh_CN China (Chinese)
th_TH Thailand (Thai)
ja_JP Japan (Japanese)
The quote is basically a Jasper report template. You should be able to find a 'quote.xml' file which you can change using iReport and add your own fields and basically change how it looks.
The changes should be automatically compiled the next time you generate the report and a pdf output is generated.
Let me know if that helps...