Question regarding Docmerge date and document URL integration

Question

Good afternoon, 
 
 We currently want to use docmerge for creating an orderform. We used to use the PDF manager in the quotes module, this works well, but as we are reorganizing our processes we would like to use docmerge instead of the PDF manager for this. I created a docmerge Quote template using the currently existing docmerge template from Sugar: 
 
 https://support.sugarcrm.com/files/2824d1aa-8294-11ec-82e7-02ebdbabe2e2.docx 
 
 A lot of the fields we want to use are in there, but not all. I am currently trying to implement date fields from the quote module but they don't seem to come through in DocMerge. I can put in the current date. That is no problem, but I also want to put in a date field which can be manually changed on the quotes module by the user. One field for start date and one field for end date. 
 Secondly, we would like to integrate the URL linked to the documents that belong to the opportunity after an opportunity is converted to a quote using docmerge for our finance department. 
 I haven't found the option to link a URL to a document in Sugar under a different module. For this I also tried to use the related button on Sugar Logic and the dynamic elements, but I did not find this specific function. Is there a specific code that I can use to get the URL from the attached documents to an Opportunity? 
 
 Lastly, the numbers in docmerge are shown as a price, with commas and dots. We just want the data to be clear, so without commas and dots. (Example below). In the PDF manager we see only numbers without any additions. 
 
 Thank you in advance for your answer. 
 Best regards, 
 
 Maike

Maike Mak · Accepted Answer

Hi again! I think I figured it out! 
 This is what I did: 
 
 Created a "Start Date" (start_date_c) and "End Date" (end_date_c) field in the Quotes module. 
 Added those fields to the record view layout so I could populate them manually. 
 Added the fields to the table from the original template like so: 
 This is the result: 
 
 The trick here is noting that the table row is pulling data from the Products module (the "{#products" highlighted in the image in step 3). So in your case, Doc Merge was looking for the Start Date and End Date to be in the Products module, and I'm assuming they weren't. So we need to use "quote_name." before the field name to target the Quotes module. 
 Note that I wasn't able to use the Template Assistant for this, and I'm not sure why. Typically I would be able to use the Template Assistant to pull the format for finding, e.g., the Campaign name related to an Account by: 
 
 Selecting Accounts and finding the field that relates. Clicking the link icon. 
 Selecting the field in the Campaigns module that I want. 
 And finding the formatted field presented to me to copy to my clipboard. 
 
 But for some reason the Products module doesn't show up for me to select in Step 1, so I had to improvise and look at another module to see what to call "quote_name". My guess is this has something to do with my lack of knowledge around how Products and Product Bundles work, but I'm not entirely sure. 
 Does this solve your use case?

Maike Mak · Answer

Hi Maike, 
 I was able to use Doc Merge to populate a manually-edited date field. This is what I did: 
 
 Go to Admin > Studio > Quotes 
 Add a new Date field and name it appropriately (I named mine "Manual Date Field") 
 Go to Layout and add the new field to the layout and deploy changes 
 Set the field on a quote record 
 Open the Doc Merge Template Assistant and choose the Quotes module, then search for desired field (e.g., Manual Date Field) 
 Click the gear icon next to the field, configure the format as you wish, and then click "Copy to Clipboard" 
 Paste that field into your doc merge template. Mine was pasted as "{manual_date_field_c}". 
 
 I'm not entirely sure if this is what you're asking about for the URL portion. I included a link to the opportunity on my doc merge result like so: 
 
 Go to Admin > Studio > Quotes 
 Add a new URL field 
 Click the Generate URL checkbox 
 Set the Default Value to <your instance URL>.com/#Opportunities/ and then select "opportunity_id" from the dropdown above and click "Insert Field" so that it gets added to the end. 
 Save this field. You do not need to put it on a layout, unless you want to check it. This field will get populated when there is an opp selected in the Opportunity Name field on the Quote record. 
 Again, go back to the Doc Merge Template Assistant and select the Quotes module and the new field you created. You can then paste this new field into your document template. Note : You can choose to format the link to have different text (e.g., "Click Here!"). But as I've said in this other Club post , there's an issue with it currently. However, there is a workaround available. If you are interested in seeing this fixed, please contact Support and ask to be added to issue 92701 to give us a better idea of who is waiting for it.

It looks like Doc Merge is taking the 1000s separator and decimal symbol from whatever is set in Admin > Locale: 
 
 I'm asking around to see if anyone knows of a way around this and will post back if I hear anything. If you'd like to file a case with Support to suggest this as a future area of improvement, you are welcome to do so! 
 
 Let me know if any of this isn't quite what you were asking and I'll try to help!