Dynamically Displaying Quote Line Columns

by Community Manager on ‎08-13-2015 02:28 PM - edited on ‎09-04-2015 09:14 AM by Community Manager

A field on the quote Line Column object, called Conditional Print Field , allows you to hide a column in your quote line section, using a field on the quote. Use this field if you want to hide a column, such as Discount %, on some quote dynamically. This is a convenient alternative to creating two separate Quote Templates: one showing discounts and the other hiding discounts.

 

To set this up: 

  1. Create a custom formula field on the Quotes object that indicates when a discount is present. When this formula is true, your generated quote document will display the conditional print field as a column in your quote lines.
  2. Copy the API name of this field.
  3. Add this new field as a picklist value to the Conditional Print Field picklist on your Line Columns object.
Comments
by alissaknight
on ‎01-19-2017 04:32 PM

Hi can you please give me an example of item 1? I've never created a formula true/false before. Can you flesh out item 1 into more detail please?

 

 

by unnatshrestha
on ‎02-03-2017 03:40 AM

Hi Ali,

 

You'll have to create a formula field of datatype as Checkbox within quote object, there you'll have to put the below formula:

 

IF(SBQQ__DistributorDiscount__c > 0, true, false)

 

 

Hope this helps!

 

Thanks,
Unnat

 

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