Using Opportunity Line Item Schedules

  • 31 May 2020
  • 1 reply
  • 49 views

I have a need to create a table that adds the Opportunity Product Schedules by product. I have managed to get the schedules to show (finally), but I am only getting one product's schedules on my document. I also cannot get the name of the schedule to show up even when I tag it, the result is a blank cell. I've looked all over and haven't found any documentation to help with what I am trying to accomplish.  Does anyone have experience creating this type of document? 

 

I'm attaching an image of my tagged doc & my output (this is a poc so it's not pretty and disregard headers, I was just trying to get output and stopped updating them)

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I really appreciate any help!

 


1 reply

Userlevel 5
Badge +13

Hi @cnunemaker,


 


You could try using the lookup in the field tagger(https://help.nintex.com/en-US/docgensf/Templates/FieldTagger.htm) to confirm the field has a value. If there should be more rows of data, you will also need a row start tag <<LineItem_Start>> in the table(https://help.nintex.com/en-US/docgensf/Templates/GroupedReplication.htm). It may also be worth logging a case with support@nintex.com and they will be able to confirm why the data isn't being displayed.

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