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How to add assignedUser to quote?

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  • How to add assignedUser to quote?

    I need to add the assignedUser from the opportunity/account/contact to the quote. I keep getting "Array" or empty on my PDF output, so obviously, I'm being brain dead.
    What's the format {{assignedUser}}, {{quote.assignedUser}} don't work.

    Is it possible, if so what's the format of the reference?

    Thanks,
    Robert

  • #2
    Hi Robert,

    Try {{assignedUserName}}. You have this placeholder available while editing template.

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    • #3
      Much appreciated.

      What about createdBy, is that available? I've tried various fieldnames, but it keeps giving me Array for output.

      I'm also trying to pull in the account email user or contact email address. Either a code to retrieve it or how to add it into the form to link back to any of those and select it. I tried, but don't see how to add a link in the entity manager and display manager.
      Last edited by robertf; 04-17-2017, 12:09 AM.

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      • #4
        You have placeholder list available while editing template.

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        • #5
          Sorry to be slow, COMPLETELY overlooked the drop down list at the top of the page. It was blank and I never clicked on it! VERY HELPFUL - DUH! :-)

          Maybe add a default value of "Available Fields to Insert" or some such.

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          • #6
            Label is already added in the dev version.

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