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Create the order form

You can use the ticket items available in workspace [Product items] to define a product. You can use the ticket items available in workspace [Order items] to define an order form. The ticket items use the item values as defined in the workspace [Product items] and [Order items]. However, you can use custom values for each ticket item used in a product and order form. A ticket item can be placed in one or more views. The custom values are valid only in the selected view for the selected product. The views indicate what is visible for the operator and the owner of the job.

  1. Select the workspace [Order view].

  2. Select one of the available views.

    The view [Web shop] is selected by default in pane [Detailed product settings].

  3. Select the item in the [Job ticket items and predefined views] section.

  4. Drag the item from the items list to the exact position in the view.

    When you drop the item in a group or subgroup, the item is added at the exact position where the item was dropped. To change the position of the item (within a group or subgroup) drag the item to the new position (in a group or subgroup).

  5. You can use a predefined group of items in the view. For example, you can drop the group [Cost estimation] in the view to add all ticket items related to the cost estimation workflow. Drag [Add group] into the view to create a custom group.

  6. Click the [Publish] icon in the tab of workspace [Product & order editor] or [Web shop editor].

    Publishing the changes to the PRISMAdirect server could take some time. The status bar indicates the progress.