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How to display opportunity line items within a deck of open opportunities?

  • August 1, 2024
  • 3 replies
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I have a deck that is showing cards for all of our open opportunities within a certain category. I want to display within each card the opportunity line items linked to the opportunity of that card and do so within a Skuid list. A table isn’t looking quite right. I can’t seem to find a way to set the context to get this to work. Would lover some help on how to do this.

Best answer by david.burns

Jamie,

The context on your list component should be set to OpportunityId = Id. Since the deck is on your Opportunity model and the List on your OpportunityLineItem model, the OpportunityId field from OpportunityLineItem should be matched with the Id from Opportunity.

When setting context, the first field is the field on your inner component, and the second field (merge field) is on your container component.

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david.burns
Nintex Employee
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  • August 6, 2024

Jamie,

The context on your list component should be set to OpportunityId = Id. Since the deck is on your Opportunity model and the List on your OpportunityLineItem model, the OpportunityId field from OpportunityLineItem should be matched with the Id from Opportunity.

When setting context, the first field is the field on your inner component, and the second field (merge field) is on your container component.

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Thanks @david.burns! I thought I was doing that, or did it at least once, but apparently not because once I did it just now, everything worked just fine. Thanks for the help!

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david.burns
Nintex Employee
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  • Nintex Employee
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  • August 7, 2024

@Jamie_Buck-Tomek Glad to help!

Additionally, if you’re planning to include the footer in your deck so that someone can load more Opportunity cards, you may want to include a model action on your Opportunity model that when requeried, will query the OpportunityLineItem model and adds more records to the model. That way there is always data.

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