Setup Tool to appear only on Quote Header level

I have a custom tool that I want to appear only for main Quote Head page and not at the line level. Is there a way to configure it to do that? Or does there need to be an event to show/hide it?

Edit: on the flip side I have some Tools that I would want to show only at the line level.

I haven’t tested this, but I saw this used by Epicor in Order Entry just yesterday (I think) and it should work for your case.

Give your tool a epBinding of QuoteHed.MyKewlTool (or, something less splashy)

Then create a Data Rule mimicking this one:

In your case, the “Active Data View” at the top would be QuoteHed

Your condition would be:
sysPages > epBinding > NotEqual > Value > QuoteHed.QuoteNum

Action mimicking these:

In your case:
SettingStyle.Invisible > Field: MyKewlTool

That should work so if your not on QuoteHed, your tool should be invisible.

If it works, you should be able to follow the same pattern to make your Line level tools invisible if you’re not on a page bound to QuoteDtl.QuoteLine.

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brilliant. Works like a charm!

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