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Import : line detai...
 
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Import : line details in a quote + quote email template

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(@matthieu-froment)
Posts: 36
Active Member
Topic starter
 
[#8934]

Hello,
This post has 2 questions :
1) How can I import in a quote many line details ? I have found a dedicated example with "Ligne de Détail" but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory. But I do not know where I can find the relevant information ?

2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ? I have not found the ${magicsolution} 🙂

Many thanks for your help.


 
Posted : 15 Jun 2023 18H41
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 
1) How can I import in a quote many line details ?

You cannot, import format does not allow one-to-many relationship

I have found a dedicated example with "Ligne de Détail"

Yes, it is the way to do

but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory.

Only for some billing mode, just change billing mode on project.
 


 
Posted : 20 Jun 2023 20H36
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 
2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ?

No, you cannot

I have not found the ${magicsolution} 

'Cos there is no...


 
Posted : 20 Jun 2023 20H37
(@matthieu-froment)
Posts: 36
Active Member
Topic starter
 

OK, thanks for the answer !


 
Posted : 21 Jun 2023 13H12
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