DocMerge - Quotes module - How to handle comment line with quoted line items

Hi Fred,

Unfortunately there is no good way to organize comments and products.

This is an example of how you can get comments and products from a product bundle:

{#product_bundles}
  {name}
  {#product_bundle_notes}
    {description}
  {/product_bundle_notes}
  {#products}
    {name}
  {/products}
{/product_bundles}

Hi Cristinel Mitoi (ic),

I was hoping that someone found a way to mix COMMENTS and PRODUCTS together in order to be abble to generate a quote document that reflects the screen configuration.

I suggest that they should be a "dynamic" additionnal array build for quote printing, that merge comment and product line, so user can generate a template using the current product or comment array, but also the merge one if required.

Fred

That would be a nice improvement for sure. If you want to share your interest for the feature request, you could contact Support so they can file an idea that will be used to track all requests for it. Sorry we don't have the capability right now though!

Just curious if you have seen any traction on improving this? We made a case for it months ago but have not heard much about fixing it.

Hi Norm Bonenfant, it looks like the issue now has a status of Under Consideration: issue # 92299

To understand what the statuses mean, if you aren't already familiar, check out this section: Issue & Idea Statuses.

As a result, there is no specific timeline for addressing this at this time, but the team is aware of it and would like to address it. Sorry I don't have anything more concrete to share, but as long as people continue to contact Support if they are affected by this, the Product team will be able to gauge the impact and prioritize it as soon as they can.

Thank you for your patience and for contacting Support about your concerns! It helps the team understand the impact of this particular issue.

-Brenda

Hi Norm Bonenfant, it looks like the issue now has a status of Under Consideration: issue # 92299

To understand what the statuses mean, if you aren't already familiar, check out this section: Issue & Idea Statuses.

As a result, there is no specific timeline for addressing this at this time, but the team is aware of it and would like to address it. Sorry I don't have anything more concrete to share, but as long as people continue to contact Support if they are affected by this, the Product team will be able to gauge the impact and prioritize it as soon as they can.

Thank you for your patience and for contacting Support about your concerns! It helps the team understand the impact of this particular issue.

-Brenda

Delete this if you want but at least I will have said my peace!

Yet Sugar continues to make major release updates, which include the same old rehash of previously announced version updates and try to pull off minor improvements as wonderous enhancements, when actual BUGS like this are sitting around. Maybe we can start to fix problems someday, instead of reinventing the wheel and calling it an update! 

How the heck is the rest of the user base sending a quote with comments or options? We can be the only two companies... 

Bugs like these are become an infestation if you don't fix them! 

Hi Norm Bonenfant , 

In addition to the replies from Raye Clemente and myself on your comment on  RE: Action Button - Email Templates with attachments , I want to add that I've touched base with the Product and Engineering managers here at Sugar about issue 92299 to get an update about the status and help try to raise the priority. I should have more information next week and will follow up when I know more. 

Thank you,

Alex

Norm Bonenfant Our engineering team is currently looking into this Issue and testing a possible fix. I'll update this thread again once I hear more from them, but I just wanted to confirm it's being actively worked on. 

It looks like we have a fix for this, which is now live. Cristinel Mitoi (ic) shared this example with me to show the syntax:

Quote Name: {name}

{#product_bundles sort='position:asc'}
Bundle Name: {name}
  
  {#product_bundle_items limit='-1'}
		{if (_module=='ProductBundleNotes')}
			Comment: {description}
		{else}
			Line Item: {name}
			Line item price: {discount_price}
		{endif}
  {/product_bundle_items}

{/product_bundles} 

Please try it out when you get a chance. I hope this helps! 

Thank you for sharing this!
Could you please let me know whether it was published in any materials regarding Doc Merge? It also would be nice if incorporate this into the Quote template here https://support.sugarcrm.com/knowledge_base/doc_merge/sample_document_templates/#Sample_Document_Templates_for_Doc_Merge

Also, I'm wondering whether anyone here managed to use the example above and create a nice-looking table with a list of Products and Comments similar to how it looks in the Sugar interface?

Thanks

Hi Anastasiia Gubanovych,

This fix was performed outside of our standard release cycles as it was added to the backend Doc Merge service, not to the core Sugar code, so it isn't tied to a specific version/release. Due to this, there have not yet been any published materials (including release notes) that reference this issue, other than this thread. 

I've submitted an Idea to the team that handles our documentation to add the example per your request. That can be viewed at https://portal.sugarondemand.com/#supp_Bugs/235ab6ee-1f77-11ef-880f-027f079f78e1 and our team will review it further for upcoming changes to our documentation. 

I hope this helps! 

-Alex

Has anyone tried this? I am using 14.1.0 and I am getting the error, "Invalid closing tag on #product_bundle_items"

Hi Norm, I know it was tested on 14.1.0 after the fix was deployed and was confirmed to work. I would recommend submitting a case with a copy of your exact file so that Support can double-check the complete syntax.

Hope it's just a quick tweak to get it working!

-Brenda

I can Confirm that i get the same error.

Working with the above copy

After copying the text from the above comment into Word, I manually rewrote the line: {/product_bundle_items}.

Once I made the change and uploaded it as a Document Template, it worked without any issues.

Copying and pasting from different systems can be tricky since various applications might add their own formatting, which Word can interpret unpredictably. It seems there was something subtle about that specific line in this version that caused the "Invalid closing tag on #product_bundle_items" error.

An alternate copy to try

Copying and pasting the below version might work without requiring any editing:

Quote Name: {name}

{#product_bundles sort='position:asc'}
Bundle Name: {name}

{#product_bundle_items limit='-1'}
{if (_module=='ProductBundleNotes')}
Comment: {description}
{else}
Line Item: {name}
Line item price: {discount_price}
{endif}
{/product_bundle_items}

{/product_bundles}

Doing this in a table

Quote Name: {name}
{#product_bundles sort='position:asc'}
Bundle Name: {name}

{/product_bundles}