I have list of products connected to opportunty. Am trying to print individual product in opportunity even if the opportunity has more than one product connected. I only want to print one using printable template. Any idea on how to get this done.
If you look at basic 'Opportunity summary' template you will see that a table is created in word and only then «Product in Opportunity.Product» coulmn is added. This way all connected products will be displayed.
If you delete the table in word and just add «Product in Opportunity.Product» coulmn, only one product will be displayed.
Thanks Diana, let me explian what i was trying to get. In opportunity we have products in differentlocations (e.g location 1, location 2, location 1, location 1). I want to be able to print all products in location 1 separately from location 2. Hope to hear from you soon.
Try to create views based on the opportunity product object with filtration for separate locations. Then use the views in printables as a table part. This way you'll be able to display only products from location 1 in one printable and only products from location 2 in another printable.
It is possible to choose the view table in the printable but in case it doesn't appear in the list of objects, it only means that the object was not created in a proper way. Please use any system view object as an example to create your own after you created a view table in the database.
Please i need your help. I just created a printable that displays product summary but i need to add the totol price of all product listed on the page. Also I tried to use this function to get current date plus 30day but didn't get any result. Any idea will be highly appreciated.
Unfortunately, at the moment there is no option to make any calculations within the printable itself. We have this suggestion in mind for the further releases, but now we suggest the following workaround.
You can create a custom total field on the page and have the business process that would calculate the total of all the products listed there. This process should populate the field and then you'll be able to display the value on the printable.
As for the function, make sure you use the first part of the suggested function as well as the last one:
As I can see this idea has been accepted by our R&D team but it has a rather low priority due to a low demand for this kind of functionality. However, it may still appear in future.
I just installed BPM Online plug-in in word but i cannot find it, It installed with no error and i could see it under installed program on my laptop but the menu is not added in word. Any help will be highly apprecaited.