Exclude Outstanding Amount from Total Only in PDF Template for Specific Product

[bibinthomas]

I have an Existing Loan related entity in EspoCRM.
For the product “Business Loan-Dropline OD”, the Outstanding field has a value and should be visible normally in the entity view.

However, in my PDF print template, the Outstanding column for this product is hidden, but its value is still getting included in the Total Outstanding calculation.

My requirement is:

• The actual Outstanding value should remain unchanged in the entity and reports.
• Only while printing the PDF, the Outstanding amount of product “Business Loan-Dropline OD” should NOT be included in the Total Outstanding.
• This logic should apply only at the PDF template level, not via entity formulas or stored fields.

Question:
What is the correct way to exclude a related record’s field value from a total only during PDF generation, based on a product condition, using EspoCRM PDF templates.

[victor]

Wait, maybe one of the developers will offer a better option. But the simplest option would be to make calculations using a formula or workflow in separate custom fields that will not be displayed in your Layouts and Reports. And then use the placeholders from these new fields in your PDF Template.

I have an Existing Loan related entity in EspoCRM.

Is this a custom entity that has a relationship with the Product entity?