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

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.

Parents

0 Raye Clemente 28 days ago

Hi there!

I believe you could use a Condition to show all Closed Won RLIs. You can find more information and an example here:

https://support.sugarcrm.com/documentation/sugar_versions/14.1/sell/application_guide/user_interface/doc_merge/doc_merge_appendix/#Conditions

Let me know how it goes!

-Raye
0 Jaymie Raymond 27 days ago in reply to Raye Clemente

Hi Raye Clemente 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
0 Raye Clemente 27 days ago in reply to Jaymie Raymond

Hi Jay!

Hmm. your merge code does look correct to me. I also looked at the documentation here: https://support.sugarcrm.com/knowledge_base/doc_merge/filtering_with_conditionals/

I was curious as to if you tried this without the table. Does it work without it?

Alternatively, are you using another table? Because Conditional Collections using the same relationship cannot be used in multiple tables and there is a defect regarding this: https://portal.sugarondemand.com/#supp_Bugs/93325

Let me know! It might be time to open a case with support if we cannot figure it out after this, but hopefully we'll get close to figuring this one out!

-Raye
0 Raye Clemente 27 days ago in reply to Raye Clemente

I forgot to add: It may also be possible that you accidentally copied and pasted a left or right quote, as opposed to a straight quote:
“ ” versus " "
So, that is also worth checking!

-Raye
0 Jaymie Raymond 27 days ago in reply to Raye Clemente

Hi Raye Clemente

Thank you again for your suggestions, I have tried again checking the quotes and still nothing. It's rather frustrating.

At this point I am unsure of what else I can try, it's not used in another table, it didn't work outside of a table either. Maybe it's time to open a case with support.

Many thanks

Jay

Reply

0 Jaymie Raymond 27 days ago in reply to Raye Clemente

Hi Raye Clemente

Thank you again for your suggestions, I have tried again checking the quotes and still nothing. It's rather frustrating.

At this point I am unsure of what else I can try, it's not used in another table, it didn't work outside of a table either. Maybe it's time to open a case with support.

Many thanks

Jay

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