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Embed Multiple PDF Documents in a single PDF through Document Designer

Accepted answer
edited Apr 19, 2021 4:50PM in Configure Price Quote 6 comments


Need to Embed Multiple PDF Documents (generated at Transaction Line Level) in a single PDF (At Header Level) through Document Designer



Business Requirement


Suppose we have 3 transaction lines in a quote. For each transaction line a document need to be generated with few fields from Header and Line level.

We already created a document through document designer.

Now, what we need to achieve is when we click on a button "Generate ABC" on Transaction Level, 3 PDF document (because we have 3 transaction lines) should be embeded in a single PDF document.

We also need to add filters. For example, only embed that document from transaction line whose status = won.

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