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How can we extract a document through Document Designer at Line Level? — Cloud Customer Connect
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How can we extract a document through Document Designer at Line Level?

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edited Mar 31, 2021 12:39PM in Configure Price Quote 2 comments

Summary

How can we extract a document through Document Designer at Line Level?

Content

Hi,

We have a designed a document named "ABC" through Document Designer. "ABC" document has some Transaction Level fields and Transaction Line level fields.

As per our requirement, we need to Generate this document on each transaction line through a button "Generate Proposal". When we click this button to generate this document at line 1.1. it should fetch field values from Transaction Level and field values from Transaction Line level of 1.1.

In Document designer we designed this document and to add a sub-document level attribute it asks to add a loop. But if we add a loop, it loops through all line items. 1.1,1.2,1.3 .....

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