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Topics#Sales And MarketingOded Ben Aroya's Question
Oded Ben Aroya asked in #Sales And Marketing
Oct 24, 2013, 9:17 AM

In the Opp on the Products tab their is a "date" field. I tried to add it to the quote page layout but it's not working! I need that field on the quote PDF template. Any help?

1 answer
  1. David K. Liu (Google)
    Oct 25, 2013, 7:12 AM
    Hey Oded,

     

    If it's a field on the Opp, you can do this by creating a custom formula (date) field on the Quote like this:

     

    Opportunity.Your_Date_Field__c

     

    You can also create the same formula on a Quote Line Item:

     

    Quote.Opportunity.Your_Date_Field__c

     

    If it's a field on the Opp line item, this isn't possible because the Quote will know which Opp to use, but it won't know which Opp Line Item to use since there can be multiple.

     

    Hope this helps!

     

    David
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