Our Opportunities in Salesforce sometimes have negative line item amounts. I would like to be able to exclude these from the drawloop merge. Is this possible? If so, how would I do it?
I'd want to bring in any line item that had a positive number but leave out any item that is negative. Right now the Template is set up with only one line item and the start tag to replicate the line items and bring in all of them. So I am not sure if there is a way to leave some of them out.
Yes, we allow you to filter relationships. I've included our documentation on Filtering Relationships below:
Cheers,
Ryan
+17
Updated link here Filter relationships
As Ryan mentioned this can be done by filtering the data being pulled with the relationship. What you want to do is setup the relatinoship so that it does not pull back any negative items during the merge. This can be done like the image below on the relationship.
Let us know if that helps.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
