Build Custom Feature (BYOF)
Published on June 2, 2026 QuoteX
Build Your Own Feature (BYOF) in QuoteX: Admin Setup & Developer Guide
The Build Your Own Feature lets organizations customize and extend QuoteX to meet unique business requirements. Administrators control the Pre-Sales Cloud layout with Custom Metadata Types, so no code deployment is needed to change application navigation. Developers can add Aura or Lightning Web Components for custom tabs, timelines, navigation items, or external applications.
| At a glance: Admins configure three Custom Metadata Types (navigation, scope tabs, schedule tabs). Developers must follow the Aura or LWC prerequisites below so components work correctly inside QuoteX. |
1. Admin Setup & User Impact
Create or edit records in Custom Metadata Types to control the layout. Each type below shows what the admin does and what users see.
A. Main Navigation Dropdown
- Admin Setup: Go to Custom Metadata Types > Manage Records on
PSC Extensible Navigation Item. Add a record with the desired label and target destination link. - User Impact: Directly injects a new option into the central Navigation Menu dropdown. Users click this to hop between high-level workspaces like Overview, Scope Size Effort, and Generate SOW.
B. Scoping Workspace Tabs
- Admin Setup: Go to Custom Metadata Types > Manage Records on
PSC Additional Scope Tab. Create a record to define a new scoping feature layout. - User Impact: Appears as a horizontal sub-tab inside the main Scope Size Effort view. Users use these tabs (e.g., GenAI Scoping, SOW) to break down complex estimation tasks.
C. Timeline & Resource Schedule Tabs
- Admin Setup: Go to Custom Metadata Types > Manage Records on
PSC Additional Schedule Tab. Create a record to link a scheduling or cost tracking view. - User Impact: Appears as a contextual sub-tab embedded inside specific project or opportunity timeline records. Users interact with these tabs to manage specific financial and staffing details.
| Custom Metadata Type | Where it appears |
|---|---|
| PSC Extensible Navigation Item | Main Navigation Menu dropdown |
| PSC Additional Scope Tab | Sub-tab inside Scope Size Effort |
| PSC Additional Schedule Tab | Sub-tab inside project or opportunity timeline records |
2. Developer Prerequisites
Aura Components
If you are building an Aura Component within the Build Your Own feature, make sure the following prerequisites are met so your custom component functions correctly.
Component Markup (.cmp):
| <aura:attribute name="recordId" type="String" access="global"/> <aura:attribute name="parentGlobalId" type="String" access="global" default=""/> <aura:attribute name="isPresentMode" type="boolean" access="global"/> <aura:registerEvent name="showHideApplicationSpinner" type="c:PSC_ShowHideSpinnerEvt"/> |
Controller Logic (controller.js):
| // Communicate with QuoteX to hide the loading spinner var showOrHideSpinner = component.getEvent('showHideApplicationSpinner'); showOrHideSpinner.setParams({ "showSpinner" : false }); showOrHideSpinner.fire(); |
Lightning Web Components (LWC)
If you are building a Lightning Web Component within the Build Your Own feature, follow these guidelines.
Component JavaScript (LWC):
| @api recordId; @api parentGlobalId; @api isPresentMode; // Communicate with QuoteX to hide the loading spinner const selectedEvent = new CustomEvent('loadcomplete', { detail: { showSpinner: false } }); this.dispatchEvent(selectedEvent); |
Important: Without the spinner event (showHideApplicationSpinner for Aura, loadcomplete for LWC), the QuoteX loading spinner may keep showing after your component finishes loading. |
3. Frequently Asked Questions
1. What is the "Build Your Own Feature" in QuoteX?
It allows organizations to customize and extend QuoteX to meet unique business requirements. This includes adding new tabs, modifying estimates/quotes, introducing navigation menus, or integrating external applications into the QuoteX UI.
2. Who benefits most from the "Build Your Own Feature"?
Organizations with in-house Salesforce development teams or those needing highly customized workflows benefit the most. It provides the flexibility to tailor QuoteX to specific needs and integrate with external tools and applications.
3. What kind of customizations can be made?
Customizations include expanding scope, size, or effort estimates, adding custom tabs or navigation menus, and integrating external applications. Developers can build new components to enhance the platform's functionality and user experience.
4. Can I integrate external applications into QuoteX?
Yes. You can integrate external applications directly into the QuoteX user interface, making the platform more powerful and aligned with your organization's workflows.
5. What are the prerequisites for developing custom components?
For Aura Components, define attributes such as recordId, parentGlobalId, and isPresentMode, and implement event handling for UI elements. For Lightning Web Components, similar attributes are required, and custom events should be dispatched to handle UI state, like hiding loading spinners.
6. What types of custom components can be built?
You can build both Aura Components and Lightning Web Components to introduce custom tabs, timelines, navigation elements, or integrate specific external tools.
7. How do I ensure seamless integration with QuoteX?
Follow the pre-defined guidelines for component development (correct attributes and event handling) so your components integrate seamlessly and work efficiently with existing QuoteX functionality.
8. What are the key attributes required for Aura Components?
- recordId: String
- parentGlobalId: String
- isPresentMode: Boolean
These attributes should be used for managing component state and interactions.
9. How do I communicate with QuoteX to control the UI state?
For Aura Components, use the showHideApplicationSpinner event to show or hide loading spinners. For LWCs, dispatch a CustomEvent like loadcomplete.
10. Why is event handling important?
Event handling ensures proper interaction between custom components and QuoteX, such as hiding loading spinners after custom operations complete. It helps maintain a seamless user experience.
11. Can I use both Aura and LWC?
Yes. Both can be used to build and extend QuoteX based on your organization's specific needs.
| Key takeaway: By adhering to these prerequisites, you can ensure seamless integration of your custom components with QuoteX, enhancing its functionality and aligning it with your organization's specific needs. |
Knowledge Article Number: KA-00046