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#Line Item0 人がディスカッション中

I'm using Omnistudio for Doc Gen and creating a quote template. 

 

I need the output to have a separate table for each quote group (parent record) and list out quote line items (child records) that are related to that parent. Each table should ONLY show related quote line items that are related to THAT particular quote group.  

 

Currently my output is always showing ALL line items within each quote group, rather than filtering them to only display the child line items related to the parent quote group. 

 

I think I am missing something on how the extract and transform data mappers need to be structured. This is what my extract looks like 

Parent and Child Records in Data Mapper

 

 

1 件の回答
  1. 2025年5月18日 22:24

    Hi, is your output correct when you preview the extract/transform data mappers? Can you please also include screenshots of your output and the merge fields in the template? 

     

    Your template should look something like this:  

    (EDIT: I can't type the merge fields without them resolving to a Trailhead group name. They should be {{hash-Group etc}}

     

    {{ #Group}} ... fields from group ... 

    {{#LineItem}} ... fields from line item ... {{/LineItem}} 

    {{/Group}}

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We are attempting to generate barcodes for the quote PDF when the quote is being generated in CPQ. It will appear in it's own column for the corresponding line-item. 

 

I've been exploring ways to implement this with apps in AppExchange. I'd appreciate any recommendations from those who have had to create a PDF with barcodes generated for each line item. Which application are you using?

What is the trigger for the application to fire when a quote document is generated?

 

Thanks!

1 件のコメント
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Hi All,

I'm looking for a way to track a Product Items Quantity on hand against a Work order Line Item.

I created a number formula field on the Work order Line Item looking through the pricebook entry > product >Product item > Quantity On Hand, but I am not receiving anything back, even though the product has Product Items.

I'm sure this is a simple enough one, but can't quite get it working. Or should I be using the Product Required Object for this?

 

Once I have this, I'll be able to Automate other process based on the Quantity of the Work order Line Items (Create Order if stock is below a certain level).

Thanks

7 件のコメント
  1. 2019年10月24日 13:49

    No worries, let us know if you have more questions.

    Be sure to check out the Process Builder and Platform Event trailheads -- I even use the trailheads a lot just to keep up on things and to get a jump start on Salesforce technology (it can be overwhelming trying to figure out things sometimes!)

    Here are some good trailheads in case you need them:

    Process Builder:

    https://trailhead.salesforce.com/en/content/learn/projects/quickstart-process-builder

    Platform Events:

    https://trailhead.salesforce.com/en/content/learn/modules/platform_events_basics

    Apex Triggers:

    https://trailhead.salesforce.com/en/content/learn/modules/apex_triggers
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Hi All,

I'm looking for a way to track a Product Items Quantity on hand against a Work order Line Item.

I created a number formula field on the Work order Line Item looking through the pricebook entry > product >Product item > Quantity On Hand, but I am not receiving anything back, even though the product has Product Items.

I'm sure this is a simple enough one, but can't quite get it working. Or should I be using the Product Required Object for this?

 

Once I have this, I'll be able to Automate other process based on the Quantity of the Work order Line Items (Create Order if stock is below a certain level).

Thanks

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Hi there, I'm using the report: SERVICE CONTRACTS WITH CONTRACT LINE ITEMS and I'm looking for a individual Line Item "Total Sales Price" field (essentially Quantity * Sales Price fields). The "Total Price" field is the overall Service Contract Value (of all Line Items) but I want it broken up per line as well.

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For dynamic lists can you say contains and then separate the text you want to filter by ";" instead of adding a line item each time and using OR logic?

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Having trouble doing something that I know must be simple but I cannot remember how to fix. 

We are using quotes/standard price book to create our Insertion Orders (Contracts) with our clients. 

 

When I hit "Add Line Item" on my quote, I only see the "required" fields on for the Line Item page after you select the product, but after I save and hit "Edit" I am able to see all the required AND optional fields for the Line Item page. How do I get the required and optional fields for quotes to show up on the Add New Line Item rather than just the "edit" page?

12 件のコメント
  1. 2018年12月18日 19:38
    Well I've only been active in the trailblazer community for about a month, I'm sure there will be many more questions to come.
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hello everyone,

 

Looking for some help or clarification. I am trying to create a report for work the lists the top 10 opportunities, by line item.

 

Opps can have multiple line items so I need the max value for each unique opp.

 

Is this type of data manipulation possible in SF Classic?

 

Any suggestions are greatly appreciated.

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