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Doc merge - Can you filter for only "Closed Won" RLIs to display

Jaymie Raymond

Good morning

Thank you in advance for any help.

I am trying to use docmerge from within the Opportunity module to pull all "Closed Won" revenue line items into a table. 

So far I have the below which does pull ALL revenue line items. Is it possible to restrict to closed won only?

{!table bind='#revenuelineitems' columns='product_template_name,likely_case' header='Product,Likely'}

Again thank you.

J

  • 0 Sugar Employee Badge

    Hey  , I'm not a Doc Merge expert, but I was able to achieve your use case by using a basic Word table instead of the table directive. I put this in my template:

    Revenue line items in Closed Won sales stage

    RLI Name

    RLI Likely Amount

    {#revenuelineitems}{if sales_stage=='Closed Won'}{name}

    {likely_case}{endif}{/revenuelineitems}

     

     

    This only outputs RLIs in the table if they are in a Closed Won sales stage. If you hadn't figured it out yet, I wanted to share in case this approach would work for you.

    -Brenda