Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Hari G SHari G S 

Quote Template

 

Hi,

 

I have a doubt in Quote Template.

 

I have created a new custom field in Setup->Customize->Quote->Quote Line Items->Fields. The field name is Product Description.

 

When i go to Quote Template I can see this newly added field. What i need to do is i need to display the actual Product Description here. That is the product description from the Product Object. What i suppose to do. The Product Code is a Standard Field in the Quote Line Item, but there is no Product Description available, i need to add this to the Quote Template. Please help.

 

Thanks and Regards

Hari G S

kritinkritin

You need to just create a Formula Field on QuoteLine Item object.

 

Like this

Product2.ProductDescription

 

And include this field in Quote PageLayout
Hari G SHari G S

 

Hi kritin,

 

Thanks for the repy. But still I cannot be able to do as you said. The product description in the Quote Line Item is a text area field. While creating this field I could see an option General Option->Default Value, in that palce i have writen like Product2.Product Code, but it shows some syntax error. I have no idea to do further. Please help.

 

Thanks and regards

Hari G S
Hari G SHari G S

 

Hi Kritin ,

 

I got it.

 

Thanks ......:)
kritinkritin

Mark it as solution