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Jay reddy
Conga custom button on Opportunity object to grab only Primary quote's quotelineitem records
Hello,
I need a help on having a conga custom button on Opportunity that would grab only quotelineitems from PRIMARY quote and put them in a pdf. I have query to pull the quote line items but need help on writing that soql query in the button.
Thanks,
GR
I need a help on having a conga custom button on Opportunity that would grab only quotelineitems from PRIMARY quote and put them in a pdf. I have query to pull the quote line items but need help on writing that soql query in the button.
Thanks,
GR
Hi Girish,
You need to write SOQL query in Conga Query and then use that query Id in Conga Custom Button.
Does it make sense?
Hope the given solution works for you!
If not please let me know.
I kinda know that and I have built a query in Conga Query. What exactly I need is the button code accessing the primary quote in the Opportunity.
Thanks,
Girish
In query itself, you need to put filter in where clause so that only those line items will be fetched which are primary QuoteLine Items:
For more information please find the link below:
https://support.getconga.com/Conga_Composer/Composer_Parameters/Composer_Parameter_Guide/QueryID
https://support.getconga.com/Conga_Composer/Composer_Essentials/Gathering_Data_for_Composer/115Create_A_Conga_Query_With_Conga_Query_Builder