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Comments
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Hi Jack, I tried removing the & from the URL logos but that didnt work. I also couldnt get the File Cabinet Freemarker Directive to work so i started poking around again in the logo settings. I discovered the two logos that do work are checked as "available without login". So i checked the third logo and now it works! I…
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Hi Jack, Thanks for your concern! Ill double check content moving forward. Let me test your recommendations and ill get back to you. Thanks!
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Hi Jack, The code appears to work now! However when i generate a quote PDF for the new logo (tri-brand silver logo), the image below is returned. Here is the preview from the template - it correctly shows all three potential logos. I compared the image properties and all of them match. Any thoughts?
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Hi Jack, I modified the source code with your code snippet. Below is what is now in the source code. When i save the code, i get the below error. I click Save to Submit. Now when i pull up a quote and try to generate a PDF i get the error below. For the quote_type i tried different field name and ids:…
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Sorry for the delay, Jack. I will be testing this today and will let you know. Thanks!
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Hello Johanna, Any update on this? Thanks!
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Ok, thanks. I only see three open/close <tr> tags in that piece of code: row 18 and 31 row 20 and 24 row 25 and 28
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I apologize. Here is the source code. Edit: Attachment removed.
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Hi there, Just looking for an update on this one. I even tried removing the footer and readding it but the error notice still appears when i try to generate a PDF print preview. Thanks!
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Hi, This is a separate thread then the thread below. You can disregard that thread as we found a work around. https://community.oracle.com/netsuite/english/discussion/4479019 Attached is the source code for the template. Thanks!
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Hello, Just checking on an update for this ticket. Im not sure how to locate the missing tr end tag. Thanks!
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Hello, We found a workaround for this question. We just eliminated all the line breaks as formatting does not matter. Please disregard this question.
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Well, Jack i think you did it. I tested three scenarios and they all generated and sent to the correct recipient! Well done! Thanks for your help and patience. I greatly appreciate it.
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It does make sense. Below in yellow is where i added the additional set field value action, but two emails still executed when i tested a quote that contained both a price level 1-2 and price level 3-6. Im sure this is because the condition circled in blue below was met before the newly added set field value action, so…
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Hi Jack, Maybe im not understanding. Highlighted below is the sublist action group for 3-6. I dont see a flag for 1-2, in any of the actions for 3-6. ?? Thanks!
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Thanks Jack! The sublist actions worked! We are so close to wrapping this up! We have several price level ids with essentially two scenarios for items on the quote: If the line item has a price id is in list (x,x,x,x) as seen in the set field value, then it falls in to a price level range of 1-2 (see email flag name).…
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Hello Jack, I really appreciate your help with this. I updated my formula with the internal id value you provided but the workflow log states line.price.id is not a found. I also tried price.level.id and received the same error and the email didnt trigger. Any other ideas?
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Hi Jack, Thanks for the help however i still cant get my emails to send. Below is where i entered the check level formulas. We have many different price levels and business = 1 (appliance). Here is the workflow log for test EST/Quote 453 and you can see all the other workflow actions were triggered, except for the send…
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Hi Jack, One more question. Is it possible for a workflow send email condition to reference an accounting list - price level like shown below? This is the item price level on the quote. Can i reference the highlighted price level field below in a workflow condition? As of now it is not an option. Maybe i missed a step.
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ok, please disregard my second message as well. I added another workflow to keep today's date in the exp close date field whenever the other quote types are selected. Thanks for your help!!😀
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Please disregard my previous post, it works now! Thank you! So one more thing, after i select either quote type contract builder or contract builder developer and the exp date changes as it should, is there a way for the date to go back to today's date if we select any other quote type? For example, if we select quote type…
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Thank you. However when i copied this formula into the set field value action parameter, the exp close date in the quote is still returning 1/31/2022 and not a date 180 days in the future. For more information, the after field edit trigger is triggered on Quote Type. In the condition below, the Quote Type on the quote has…
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I should also add that the workflow is using the client trigger "After Field Edit" on the quote expected close date field and is triggered off of "Quote Type".
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Hi Jack, Im testing this now but i think you are on the right path!