Quotation in Page designer with multiple records

Topic Labels: Extensions
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5 - Automation Enthusiast
5 - Automation Enthusiast

I have a table with quotations. Each quote have multiple items associated. How can I use page designer to print a the quote for a customer selecting some items.

  • Keep in mind that each item has a unique reference number.
  • Each quote could have several references
  • each quote belongs only to one customer
1 Reply 1

You can place a linked record field in Page Designer to display your linked records, but all of your linked records combined cannot exceed one page.

Because of limitations like this, most people need to use an external document & PDF creation tool, such as DocuMint.