On the SF Quote Page, I see that I can override Create PDF to show my own VIsualForce page. I can also "RenderAs" a PDF. This works as expected.
But how can I show my own VisualForce page in the pdfOverlay that is shown when the user clicks "Create PDF" when there is no override. In this case, a standard template is served up on the "pdfOverlay" window, with default buttons (Save to Quote, Save and Email Quote, and Cancel).
I want my Visualforce quote document to appear in that window, using those same buttons.
Basically, I want to use my own template via a VIsualforce page, rather than the more restrictive Templates available to us via the standard quote templates. The template layout options just don't seem to permit the coplexity I need. For example, it is not possible (I think) to create multi-page Terms & Conditions, and lengthy paragraph language to develop a longer form quotation to the customer.
Is there a simple way to reuse that PDF overlay with my own VIsualForce PDF, including the existing "Save to Quote" (etc.) buttons in the PDF Overlay ?
This would save me lots of time.
P.S. The SF Quote page's HTML source shows the following, which is why I thought pdfOverlay had some relevance:
I have a class that inserts an OpportunityLineItem into an Opportunity.
The following statement is permitted:
opportunitylineitem.PriceBookEntryID = '01uE0000000KoyD'; // literal is permitted
But the following statement results in an "Attempt to de-reference a null object" error
opportunitylineitem.PriceBookEntryID = entry[0].id; // where entry is a LIST<PriceBookEntry> element
Investigating the PriceBookEntry table, I see that the PriceBookEntry ids are 18 characters long, where the literal permitted (and used on the usual Add Products to Opportunity page) is only 15 characters. I tried truncating the id via String.valueOf(entry[0].id).substring(0,15) but this causes the same de-reference error.
Is there a way to assign the id directly, or truncate it down to the needed 15 characters, without the dereference error? If I could get this, I'd be able to develop our solution further.
(Or am I missing something, a better approach.)
Here is the class. See the red highlighted lines.
//////////////////////
public class addProductToOp003 {
Opportunity opportunity;
public Opportunity getOpportunity() {
opportunity = [SELECT id, name, PriceBook2Id FROM Opportunity
WHERE id = :ApexPages.currentPage().getParameters().get('id')];
return opportunity;
}
PriceBook2 pricebook2;
public PriceBook2 getPriceBook2() {
pricebook2 = [SELECT id, name FROM PriceBook2 WHERE id=:opportunity.PriceBook2Id LIMIT 1];
return pricebook2;
}
LIST<PriceBookEntry> entry;
public LIST<PriceBookEntry> getEntry() {
entry = [Select Id, name from PriceBookEntry where pricebook2id = :opportunity.PriceBook2Id ];
return entry;
}
OpportunityLineItem opportunitylineitem;
public OpportunityLineItem getOpportunityLineItem() {
if(opportunitylineitem == null) opportunitylineitem = new OpportunityLineItem();
public Opportunity getOpportunity() { opportunity = [SELECT id, name, PriceBook2Id FROM Opportunity WHERE id = :ApexPages.currentPage().getParameters().get('id')]; return opportunity; }
PriceBook2 pricebook2;
public PriceBook2 getPriceBook2() { //pricebook2 = [SELECT id, name FROM PriceBook2 WHERE IsActive = true LIMIT 1]; pricebook2 = [SELECT id, name FROM PriceBook2 WHERE id=:opportunity.PriceBook2Id LIMIT 1]; return pricebook2; }
PriceBookEntry entry;
public PriceBookEntry getPriceBookEntry() { entry = [Select Id, name from PriceBookEntry where pricebook2id = :opportunity.PriceBook2Id LIMIT 1]; return entry; }
OpportunityLineItem opportunitylineitem;
public OpportunityLineItem getOpportunityLineItem() { if(opportunitylineitem == null) opportunitylineitem = new OpportunityLineItem();
// QueryResult qr = binding.query("Select Id, name from PriceBook where IsActive = true");
//01uE0000000d3Y8 is PriceBookEntryID from HTML <form> on Add Products to Opportunity page opportunitylineitem.PriceBookEntryID = '01uE0000000d3Y8'; opportunitylineitem.Quantity = 3; opportunitylineitem.UnitPrice = 5000;
return opportunitylineitem; }
public PageReference save() {
// Add the opportunity line item to the database. insert opportunitylineitem;
// Send the user to the detail page for the new account. PageReference oppPage = new ApexPages.StandardController(opportunity).view(); oppPage.setRedirect(true);
On the SF Quote Page, I see that I can override Create PDF to show my own VIsualForce page. I can also "RenderAs" a PDF. This works as expected.
But how can I show my own VisualForce page in the pdfOverlay that is shown when the user clicks "Create PDF" when there is no override. In this case, a standard template is served up on the "pdfOverlay" window, with default buttons (Save to Quote, Save and Email Quote, and Cancel).
I want my Visualforce quote document to appear in that window, using those same buttons.
Basically, I want to use my own template via a VIsualforce page, rather than the more restrictive Templates available to us via the standard quote templates. The template layout options just don't seem to permit the coplexity I need. For example, it is not possible (I think) to create multi-page Terms & Conditions, and lengthy paragraph language to develop a longer form quotation to the customer.
Is there a simple way to reuse that PDF overlay with my own VIsualForce PDF, including the existing "Save to Quote" (etc.) buttons in the PDF Overlay ?
This would save me lots of time.
P.S. The SF Quote page's HTML source shows the following, which is why I thought pdfOverlay had some relevance:
On the SF Quote Page, I see that I can override Create PDF to show my own VIsualForce page. I can also "RenderAs" a PDF. This works as expected.
But how can I show my own VisualForce page in the pdfOverlay that is shown when the user clicks "Create PDF" when there is no override. In this case, a standard template is served up on the "pdfOverlay" window, with default buttons (Save to Quote, Save and Email Quote, and Cancel).
I want my Visualforce quote document to appear in that window, using those same buttons.
Basically, I want to use my own template via a VIsualforce page, rather than the more restrictive Templates available to us via the standard quote templates. The template layout options just don't seem to permit the coplexity I need. For example, it is not possible (I think) to create multi-page Terms & Conditions, and lengthy paragraph language to develop a longer form quotation to the customer.
Is there a simple way to reuse that PDF overlay with my own VIsualForce PDF, including the existing "Save to Quote" (etc.) buttons in the PDF Overlay ?
This would save me lots of time.
P.S. The SF Quote page's HTML source shows the following, which is why I thought pdfOverlay had some relevance:
I have a class that inserts an OpportunityLineItem into an Opportunity.
The following statement is permitted:
opportunitylineitem.PriceBookEntryID = '01uE0000000KoyD'; // literal is permitted
But the following statement results in an "Attempt to de-reference a null object" error
opportunitylineitem.PriceBookEntryID = entry[0].id; // where entry is a LIST<PriceBookEntry> element
Investigating the PriceBookEntry table, I see that the PriceBookEntry ids are 18 characters long, where the literal permitted (and used on the usual Add Products to Opportunity page) is only 15 characters. I tried truncating the id via String.valueOf(entry[0].id).substring(0,15) but this causes the same de-reference error.
Is there a way to assign the id directly, or truncate it down to the needed 15 characters, without the dereference error? If I could get this, I'd be able to develop our solution further.
(Or am I missing something, a better approach.)
Here is the class. See the red highlighted lines.
//////////////////////
public class addProductToOp003 {
Opportunity opportunity;
public Opportunity getOpportunity() {
opportunity = [SELECT id, name, PriceBook2Id FROM Opportunity
WHERE id = :ApexPages.currentPage().getParameters().get('id')];
return opportunity;
}
PriceBook2 pricebook2;
public PriceBook2 getPriceBook2() {
pricebook2 = [SELECT id, name FROM PriceBook2 WHERE id=:opportunity.PriceBook2Id LIMIT 1];
return pricebook2;
}
LIST<PriceBookEntry> entry;
public LIST<PriceBookEntry> getEntry() {
entry = [Select Id, name from PriceBookEntry where pricebook2id = :opportunity.PriceBook2Id ];
return entry;
}
OpportunityLineItem opportunitylineitem;
public OpportunityLineItem getOpportunityLineItem() {
if(opportunitylineitem == null) opportunitylineitem = new OpportunityLineItem();
public Opportunity getOpportunity() { opportunity = [SELECT id, name, PriceBook2Id FROM Opportunity WHERE id = :ApexPages.currentPage().getParameters().get('id')]; return opportunity; }
PriceBook2 pricebook2;
public PriceBook2 getPriceBook2() { //pricebook2 = [SELECT id, name FROM PriceBook2 WHERE IsActive = true LIMIT 1]; pricebook2 = [SELECT id, name FROM PriceBook2 WHERE id=:opportunity.PriceBook2Id LIMIT 1]; return pricebook2; }
PriceBookEntry entry;
public PriceBookEntry getPriceBookEntry() { entry = [Select Id, name from PriceBookEntry where pricebook2id = :opportunity.PriceBook2Id LIMIT 1]; return entry; }
OpportunityLineItem opportunitylineitem;
public OpportunityLineItem getOpportunityLineItem() { if(opportunitylineitem == null) opportunitylineitem = new OpportunityLineItem();
// QueryResult qr = binding.query("Select Id, name from PriceBook where IsActive = true");
//01uE0000000d3Y8 is PriceBookEntryID from HTML <form> on Add Products to Opportunity page opportunitylineitem.PriceBookEntryID = '01uE0000000d3Y8'; opportunitylineitem.Quantity = 3; opportunitylineitem.UnitPrice = 5000;
return opportunitylineitem; }
public PageReference save() {
// Add the opportunity line item to the database. insert opportunitylineitem;
// Send the user to the detail page for the new account. PageReference oppPage = new ApexPages.StandardController(opportunity).view(); oppPage.setRedirect(true);
