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Archive (unlist) quote templates and widgets

Feature Request[CMP]_Templates

Templates: Currently we use different labels for our templates, also for archived templates. When sales wants to click on a template, they also see the archived templates, with the risk that they use the wrong one. We would like to make the archived templates invisible to sales.

Widgets: We want to hide or "unlist" widgets from the overview and the selection list when creating a quote, so we can update widgets over time without losing older versions, while keeping the option to revert, similar to how products can be unlisted.

What is planned: quote templates and widgets get a listed/unlisted state, like products. Unlisted templates and widgets no longer show up when creating or editing quotes, can be relisted at any time, and quotes and templates that already use them keep working.

Until then: keep marking retired templates and widgets with a label or name; deleting removes them permanently.

The request "Hide or unlist widgets from overview and selection list" has been merged into this post.

Status: To Do1 comment

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Comments1

  • Purple Pumpkin

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    Oct 1

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    Merged request

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    1 vote

    Hide or unlist widgets from overview and selection list

    I want to be able to hide or "unlist" widgets from the overview and the selection list when creating a quote. This would allow us to update our widgets over time without losing the older versions. It's important because we want to keep the list organized and prevent certain widgets from being used, while still having the option to revert back to them if needed, similar to how products can be unlisted.