How to Access Quoting Line Outputs in Workflow Template

How to Access Quoting Line Outputs in Workflow Template

To access Quoting item level outputs in the template 'quote_creationWorkflowStepAssigned' for a document creation workflow:

  • Access the quote object in the template.

  • Access quote.lineItems.

  • Iterate through it and access 'outputs'.

  • Iterate through it and display the results.

<html> <body> The following items on the quote $quote.uniqueName$ - $quote.label$ were marked as won: $quote.lineItems:{ item | $if(item.priceRecordId)$ $item.sku$ $endif$ }$ <p> Created by: $quote.createdByName$ </p> </body> </html>

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