Advanced Configuration (Custom Metadata)
Published on June 15, 2026 QuoteX
Custom Metadata Setup
QuoteX ships with several Custom Metadata Types that control timeline colors, test defaults, discount behavior, and more. This guide explains which types you can edit and which should be left alone.
| How to find them: Click the Setup icon and search for 'meta' in the Quick Find box. From the suggestions, select 'Custom Metadata Types'. You can edit the following types: PSC Default Color Configuration, PSC Default Test Configuration, PSC Timeline Discount Setting, PSC Additional Scope Tab, and PSC Additional Schedule Tab. |
PSC Default Color Configuration
The predefined color configurations align with timeline phases and milestones. You can modify or personalize the colors and phase names based on your 'Phase' picklist values.
| Example: If your project lifecycle includes a phase named 'Plan' defined in the global picklist values, enter 'Plan' in the 'Phase Name' field of a record to associate the color with that phase name. |
PSC Default Color Configuration (1 of 4)
PSC Default Color Configuration (2 of 4)
PSC Default Color Configuration (3 of 4)
PSC Default Color Configuration (4 of 4)
PSC Default Test Configuration
This metadata type contains default values for test purposes. QuoteX uses the record of this custom metadata type for running test classes. The test classes need only three types of records from this: one for Phase, one for Role, and one for Resource Level. All three types of records are part of the package, so there is no need to create a new one for any type.
| NOTE: Update the value on existing records only when you are changing or inactivating installed predefined values for Phase/Role/Resource Level. Modify Phase, Role and Resource Level with one of your organization's active values in the picklist fields. |
PSC Integration/Migration Types
| IMPORTANT: This is intended for future releases and is not applicable to the current version (v1.85 or below) of the product. You may disregard this information until those updates are available. |
This metadata setting stores the values for Integration/Migration types.
PSC Timeline Discount Setting
You can offer a discount level at the Resource Level only, Quote Level only, or allow discounts at both the Resource Level and the Quote Level. Designate the allowable discount level based on the timeline contract type. Use this setting to configure your contract type discount.
- By default, the setting for both contract types is assumed to be 'Both.' Reference the Timeline Discount Models section of the User Guide for details on application behavior for each discount model type.
PSC Timeline Discount Setting (1 of 3)
PSC Timeline Discount Setting (2 of 3)
PSC Timeline Discount Setting (3 of 3)
PSC Additional Scope Tab
Select PSC Additional Scope Tab in the list of Custom Metadata Types.
PSC Additional Scope Tab (1 of 2)
PSC Additional Scope Tab (2 of 2)
PSC Additional Schedule Tab
Select PSC Additional Schedule Tab in the list of Custom Metadata Types.
PSC Additional Schedule Tab (1 of 2)
PSC Additional Schedule Tab (2 of 2)
| Info: All remaining custom metadata types are for internal use only. No changes or modifications are required for these types. |
| Pro Tip: Add Currencies You will need to designate all currencies that you plan to use. From Setup, search for 'Manage Currencies'. Add all currencies that your company will use to create quotes. Be sure to select the currency in your corporate location. |
Next Step: Configure PSC Setup Settings Now
Knowledge Article Number: KA-00006