Details about this thread
  • State Not Answered
  • Replies 5 replies
  • Subscribers 319 subscribers
  • Views 524 views
  • Users 0 members are here

How to use Doc Merge to pull Closed Won revenue line items into a table

Jaymie Raymond

Good afternoon

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

Parents Reply Children
  • 0 in reply to Raye Clemente

    Hi  Raye

    Thanks for sending over the document, I have tried different combinations such as the below but no success so far.

    {!table {if sales_stage = “Closed Won”} bind='#revenuelineitems' columns='product_template_name,likely_case,product_type' header='Product,Likely,Type'}

     

     

    {!table{#revenuelineitems } {if sales_stage=="Closed Won"} {Likely} {Product_type} {elseif sales_stage=="Closed Lost"} {name} {amount} {else} {endif} {/revenuelineitems}}



    {!table bind='#revenuelineitems' where='sales_stage = "Closed Won"' columns='sales_stage,product_template_name,likely_case' header='Sales Stage,Product,Likely'}

    Many thanks for your reply and help!

    Jay