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How to Access Quoting Line Outputs in Workflow Template

How to Access Quoting Line Outputs in Workflow Template

By Jana Volencová (Deactivated)
Jan 19, 2022

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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