Use Scope Effort Matrix Add-on for QuoteX Lite Layout

Post-Installation Configuration

After successfully installing the package in your Salesforce environment, follow these steps to configure the component:

Step 1: Create a Wrapper Aura Component

Create a new, basic Aura Component in your org using the following markup definition:

Refer to the reference screen below for component implementation details.

Step 2: Add Component to the Record Page

1. Navigate to any PSC Quote record page in Salesforce.
2. Click the Setup gear icon in the top right and select Edit Page to open the Lightning App Builder.
3. Drag and Drop your newly created Aura component onto the desired section of the Quote record page, then click Save.

Step 3: Configure Component Visibility

Set up filter criteria to ensure the component displays exclusively on parent quotes:

1. In the Lightning App Builder, click on the placed component to open its properties panel.
2. Under Set Component Visibility, add a filter condition to restrict visibility so that the component renders only for parent quotes and is hidden on timeline-specific child records.
3. Click Save and Activate the page layout if prompted.

View of Scope Effort Matrix - add-on from QuoteX Lite Layout.