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

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

Frank van Kooten — Wed, 22 Jan 2025 14:02:19 GMT

Norm Bonenfant I did manage to get the order right, so comments are shown between the products. However, now the line numbers show gaps where the comments are. If you can live with that I can share my sollution.

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

Frank van Kooten — Wed, 22 Jan 2025 13:58:31 GMT

Code used in template:

{#product_bundles sort='position:asc'}{name}{#product_bundle_items}

{if (_module=='Products')}{@index} | {quantity} | {name} | {discount_price} | {discount_rate_percent}% | {net_price_per_c} | {net_deal_subtotal_c}
{long_product_explanation_c}
{else}{description}{endif}

{/product_bundle_items}{/product_bundles}

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

Frank van Kooten — Wed, 22 Jan 2025 13:01:28 GMT

Patrick McQueen Hello Patrick, I succesfully implemented this into my quote templates. However, if I add @index for line numbers it now reserves numbers for the ProductBundleNotes.

Exaple: Product | Note | Product results into line number 1 | 2 (hidden) | 3

This is probably because the @index tag is now looking at ProductBundleItems instead of Products.

Any idea's on how to use the index-tag, but make it look at the product level line-number (index)?

Kind regards, Frank

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

Vincent Amari — Fri, 20 Dec 2024 12:55:46 GMT

Hi Cristinel,

Trying all alternatives, just tried this one from you now and get this error:

Invalid closing tag on #product_bundle_notes

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

Vincent Amari — Fri, 20 Dec 2024 12:52:39 GMT

Same error

Invalid closing tag on #product_bundle_items

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

Patrick McQueen — Sat, 19 Oct 2024 05:14:42 GMT

Hi Anastasiia Gubanovych ,

I have provided an example of using this in a table as well in this comment:
sugarclub.sugarcrm.com/.../32109

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

Patrick McQueen — Sat, 19 Oct 2024 05:12:34 GMT

Hi Max Hoffman ,

I've identified a workaround to the issue with Alex's comment.
Please see my reply comment here for more information:
sugarclub.sugarcrm.com/.../32109

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

Patrick McQueen — Sat, 19 Oct 2024 05:11:53 GMT

Hi Norm Bonenfant ,

I've identified a workaround to the issue with Alex's comment.
Please see my reply comment here for more information:
sugarclub.sugarcrm.com/.../32109

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

Patrick McQueen — Sat, 19 Oct 2024 05:05:42 GMT

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}

Quantity	Service/Product	Unit Price	Total
{#product_bundle_items limit='-1'}{if (_module=='ProductBundleNotes')}{else}{quantity}{endif}	{if (_module=='ProductBundleNotes')}{description}{else}{name}{endif}	{if (_module=='ProductBundleNotes')}{else}{discount_price}{endif}	{if (_module=='ProductBundleNotes')}{else}{total_amount}{endif}{/product_bundle_items}

{/product_bundles}

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

Max Hoffman — Fri, 20 Sep 2024 08:39:22 GMT

I can Confirm that i get the same error.

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

Brenda Rossetto — Wed, 28 Aug 2024 14:01:10 GMT

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

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

Norm Bonenfant — Wed, 28 Aug 2024 13:48:03 GMT

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

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

Alex Nassi — Fri, 31 May 2024 18:04:06 GMT

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

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

Anastasiia Gubanovych — Thu, 23 May 2024 16:31:24 GMT

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

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

Alex Nassi — Wed, 24 Apr 2024 20:51:36 GMT

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!

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

Alex Nassi — Tue, 16 Apr 2024 15:28:28 GMT

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.

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

Alex Nassi — Thu, 11 Apr 2024 18:55:12 GMT

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

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

Norm Bonenfant — Wed, 10 Apr 2024 13:30:27 GMT

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!

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

Norm Bonenfant — Tue, 20 Feb 2024 13:44:35 GMT

7 months later and still a bug under review. How do others make quotes without using comments?

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

Brenda Rossetto — Mon, 11 Dec 2023 17:52:01 GMT

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

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

Norm Bonenfant — Wed, 18 Oct 2023 17:15:07 GMT

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.

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

Norm Bonenfant — Fri, 21 Jul 2023 14:13:30 GMT

This **BUG** really needs to be addressed before DOC MERGE will be any kind of a viable way to send an estimate.

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

Brenda Rossetto — Tue, 16 May 2023 13:45:19 GMT

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!

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

Frédéric Rinaldi — Tue, 16 May 2023 08:00:20 GMT

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

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

Cristinel Mitoi (ic) — Tue, 16 May 2023 06:52:17 GMT

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}