Embedded Files
- Sumedha Sharma
In the previous blog, we discussed how to make a line column appear conditionally - Discount Column.
Let's take it a step further and explore what additional features we can utilize in conjunction with Conditional Print Fields. The display of the Discount Column was controlled by a formula field, but a checkbox that can be used as a toggle switch may be used to control the visibility of a Line Column manually. On occasions, we need to give an estimate without the price fields. So, let's look at how to make Price Columns display conditionally on a Quote Template.
You probably know that by default, each quote line contains pricing columns: the unit price and the extended columns.
We're going to create a custom checkbox to exclude them from the output document.
This is how your pdf looks initially. You can see the Unit Price Column and the Extended Column, in this blog we are going to try to exclude it from the output document.
1. Go to Setup -> Object Manager -> Quote.
2. Select Fields & Relationships.
3. Click New.
4. Select the Checkbox Data Type.
5. Input Show Pricing Columns as the Field Label.
6. Set the Default Value as Checked.
7. Click New.
8. Click Next.
9. Click Next.
10. Again, go to Setup -> Object Manager -> Quote.
11. In Fields & Relationship, search the custom field that you just created - Show Pricing Columns in the search bar.
12. Copy the API Name (Field Name) of Show Pricing Column.
13. Now, go to Setup -> Object Manager -> Line Column.
14. Go to Fields & Relationship, search Conditional Print Field in the search bar.
15. Select Conditional Print Field.
16. Scroll down and go to Values & click New.
17. Paste the copied API Name in the box as shown below.
Here you are basically adding a Picklist value in the Conditional Print Field.
18. Navigate to Quote Template.
19. Select the Quote Template you want to modify. In this case, Destreza Salesforce Consulting Proposal.
20. Select the Related Tab.
21. In Line Column, go to Unit Price and click Edit from the drop-down.
22. Scroll down to the Column Options and select the API Name of Show Pricing columns from the picklist of Conditional Print Field.
23. Click Save.
24. Similarly, select the Related Tab.
25. In Line Column, go to Extended and click Edit from the drop-down.
26. Scroll down to the Column Options and select the API Name of Show Pricing columns from the picklist of Conditional Print Field.
27. Click Save.
28. Go to Quotes. After scrolling down you will see the Show Pricing Columns field that was created.
You might notice that even after setting the default value of the field as checked, it is still unchecked. This is because the default value of this checkbox would be executed on record creation & hence, on existing records, you will have to update the records manually.
29. Now check the checkbox of Show Pricing Columns and see how the document looks initially.
30. Click on Preview Documents. Select the Quote Template you made changes in and click Preview. You can see that the Unit Price and Extended columns are visible.
31. Now uncheck the checkbox of Show Pricing Columns and Preview the Document.
32. Now, you can see that the Unit Price and Extended columns are not visible.
Here you go!
As you can see, the Price Columns aren't visible if the Show Price Columns checkbox isn't checked.
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