In the PERSUIT platform, it's a simple process to reorganize pricing items and questions when drafting a request.
If you see the 6-dot symbol to the left of a pricing item or question, that means you can select, drag and drop that item to change its positioning.
Note: While Items can move in and out of Groups, sub-items can only be reorganized in the same level they currently live. For example, a pricing sub-item can only be moved within that specific list of pricing sub-items.
Reorganizing Pricing Items:
In the Pricing section, individual pricing Items and pricing Groups can be reorganized in sync.
You can reorganize the pricing Items that live within pricing Groups.
You can also reorganize pricing Sub-Items that live within Items.
Reorganizing Questions:
In the Question section, individual Questions and question Groups can be reorganized in sync.
You can also reorganize Questions that live within question Groups.
Reorganizing Pricing Items and Questions using only the keyboard:
- Focus on the 6-dot (drag hander) symbol, then press Enter or Space, in order to start re-organizing groups, items, or sub-items within the same level they currently live.
- Use the up and down arrows to move groups, items or sub-items, to the desired location.
- Note: when using the keyboard, you cannot drag an item into or out of an existing group. This needs to be achieved using Move Into/Out of Group functionality via the 3-dot menu.
For more information on how to create a request, please view this article here.
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