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March 13, 2023
Answered

Adobe Sign Salesforce Opportunity Line item table not dynamic?

  • March 13, 2023
  • 1 reply
  • 656 views

Hey folks,

 

I am reaching out in hope to get an answer, it looks like there is a way to pull opportunity line item data into a document template in Adobe however there seems to be a limitation in that the table is predefined and not dynamic, leading to potential empty rows. I would like to understand if there really is no way to make such table dynamic instead of needing the workaround of creating multiple templates each with a different amount of rows.

I also would like to understand the ability to add opportunity line items and filter them, is there a way on a single merge mapping to grab multiple instances of the product line items but filtered? I.E one grabbed list of products in category A and one list of products in category B?

 

Also does the "Filter Products" field when selecting Opportunity Products in merge mapping filter the same way as SOQL queries, based on API field names? I am struggling to find any documentation on that.


Looking forward to potential responses thank you!


    This topic has been closed for replies.
    Correct answer Chhavi Garg

    Hi @Sebastian288512938qem sorry for the delayed response.

    In case you are still facing issues, we suggest that you use Document Builder instead of Merge Mappings since Document Builder can create dynamic tables. See how to create dynamic tables

    1 reply

    Chhavi GargCommunity ManagerCorrect answer
    Community Manager
    June 1, 2023

    Hi @Sebastian288512938qem sorry for the delayed response.

    In case you are still facing issues, we suggest that you use Document Builder instead of Merge Mappings since Document Builder can create dynamic tables. See how to create dynamic tables