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Doc Merge

Jaymie Raymond

Hello

I have setup a doc merge template to take data from our revenue line items module and also a couple of others such as accounts and contacts.

I have the RLI module connected to the opportunity relationships module which is in turn connected to the contacts module.

I'm finding it difficult to get the form to populate based on a condition.

The condition is if an opportunity relationship = "Advertiser" then to return the business email from the contact record.

Many thanks for assistance.

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  • 0 Sugar Employee Badge

    Hello  , 


    Thanks for sharing this scenario. 
    I tried to reproduce you scenario locally and created a field named relationship_c to in Opportunities and a one-to-one relationship between RLI's and Contacts that is named revenuelineitems_contacts_2.

    With this setup, to print the Contact's first and last name when the Opportunty relationship_c='Advertiser' I used the following condition in a Template on the Opportunities Module.


    Where the condition doesn't match, it prints the string "Relationship is not Advertiser".

    This is the formula I've used:

    {if relationship_c =="Advertiser"} 
{#revenuelineitems}	

{name}
{#revenuelineitems_contacts_2}
{first_name} {last_name}
{/revenuelineitems_contacts_2}
{/revenuelineitems}

{else} "Relationship is not Advertiser"
{endif}



    Can you let me know if this is what you were looking for?
    Cheers, 

    André

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  • 0 Sugar Employee Badge

    Hello  , 


    Thanks for sharing this scenario. 
    I tried to reproduce you scenario locally and created a field named relationship_c to in Opportunities and a one-to-one relationship between RLI's and Contacts that is named revenuelineitems_contacts_2.

    With this setup, to print the Contact's first and last name when the Opportunty relationship_c='Advertiser' I used the following condition in a Template on the Opportunities Module.


    Where the condition doesn't match, it prints the string "Relationship is not Advertiser".

    This is the formula I've used:

    {if relationship_c =="Advertiser"} 
{#revenuelineitems}	

{name}
{#revenuelineitems_contacts_2}
{first_name} {last_name}
{/revenuelineitems_contacts_2}
{/revenuelineitems}

{else} "Relationship is not Advertiser"
{endif}



    Can you let me know if this is what you were looking for?
    Cheers, 

    André

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