Monday, December 17, 2018

Print Related Opportunity on Estimate and Quote on Transaction Form PDF Layouts

When an Estimate is created from Opportunity, the Opportunity field under the Sales Information field group is filled up with the title of the Opportunity record. This will also happen when a Quote is created from the Estimate where the Opportunity is linked. However, when printing the Estimate or Quote via Basic PDF or Transaction Form PDF Layout, this information is not available.

To include Opportunity field when printing Transaction Form PDF Layouts:

  1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
  2. Enter the following:
    • Label = Opportunity Title
    • ID = _opportunity_title
    • Type = Free-Form Text
    • Store Value = unchecked
  3. Under Applies To subtab, check Opportunity.
  4. Under Validation and Defaulting subtab:
    • Default Value = {opportunity}
    • Formula = checked
  5. Hover to ▼ on the Save button.
  6. Click Save & Apply to Forms.
  7. Mark Show and Print on Estimate and Quote forms.
  8. Click Save.

For Advanced PDF/HTML Templates, the Opportunity field can be directly referenced using its ID even without creating a custom field.

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