topic Re: Fetching Associated Custom Objects into Quote template in Sales Hub Tools

Fetching Associated Custom Objects into Quote template

ChrisChiha — Wed, 08 Jun 2022 04:59:25 GMT

Hello,

So i am creating a custom quote template that can be generated from a deal, and that gets populated from the deal itself and the objects associated to it.

So far i was able to fetch property value from the deal, company and contact object. (For example contact first name+last name, deal bank name, company name,...)

But when i try to fetch a certain property value from the custom object associated to the deal, it is not working when i try the same method as the contact and deal object.

I was able to fetch all the properties of the associated custom object using the below lines of code:
{% setcustomobject=QUOTE.associated_objects.deal.associated_objects.custom_objects %}

{% for Property in customobject %}
{{ Property }}
{% endfor %}
Note to avoid confusion: my custom object is named "Property". It refer to a property/house

The above line of code returns the following (All the properties in the associated custom object).

I almost tried everything to try to fetch only the "property_name" for example, but it wouldn't work. I just want to be able to call only one property value from the associated custom object.

Thanks in advance for any input you couple provide.

@ChrisChiha

Re: Fetching Associated Custom Objects into Quote template

TitiCuisset — Thu, 09 Jun 2022 08:28:08 GMT

Hi @ChrisChiha

Thank you for reaching out and for all the details!

I want to tag some of our experts here - @himanshurauthan @LMeert @miljkovicmisa do you have any advice for @ChrisChiha on this?

Thank you!

Best

Tiphaine

Re: Fetching Associated Custom Objects into Quote template

ChrisChiha — Thu, 09 Jun 2022 09:53:12 GMT

Hello @TitiCuisset ,

Please note that i was able to solve the above issue by referencing the custom object type ID found the the index page of the custom object:

{% set customobject = template_data.quote.associated_objects.deal.associated_objects.custom_objects.customobjecttypeID %}

Re: Fetching Associated Custom Objects into Quote template

TitiCuisset — Thu, 09 Jun 2022 12:36:36 GMT

Thank you for sharing this answer @ChrisChiha !

Re: Fetching Associated Custom Objects into Quote template

Gabriel_Guigue — Tue, 13 Sep 2022 06:32:57 GMT

Hello @ChrisChiha

Sorry for the dummy question, but where do you copy these lines of code, inside your custom Quote template? I mean in which "Container" of the custom Quote template?
Thanks in advance for your help!

Re: Fetching Associated Custom Objects into Quote template

ChrisChiha — Tue, 13 Sep 2022 08:33:53 GMT

Hello @Gabriel_Guigue ,

You can use these lines of codes inside your HTML/Hubl quote template in the design manager tab

Re: Fetching Associated Custom Objects into Quote template

Gabriel_Guigue — Thu, 29 Sep 2022 10:37:12 GMT

Thanks a lot @ChrisChiha for your prompt reply.
Inside the design manager, I cannot see the HTML/Hubl quote template. Maybe I'm not looking inside the right place. Could you please share a screenshot?
Thanks.

Re: Fetching Associated Custom Objects into Quote template

WPeraltaLópez — Wed, 20 Sep 2023 17:24:02 GMT

For example if you custon object ID is: 2_4679355
you can use:
{% set customobject = template_data.quote.associated_objects.deal.associated_objects.custom_objects._2_4679355 %}

Re: Fetching Associated Custom Objects into Quote template

jeremymandle — Thu, 21 Sep 2023 23:52:20 GMT

Hi @WPeraltaLópez and @ChrisChiha,

This post helped me greatly.

One thing I just cannot find anywhere, literally anywhere is the syntax for using values from properties of Custom Objects. I can output the properties of the associated Custom Object, but using the same HubL syntax as other OOB modules used by Quote Templates I cannot get values from Custom Object properties to display.

I'm trying it like this:

which should output "HubSpot" for example where HubSpot is the text value of the Custom Object property with the internal name: billing_entity.

{# associated company data: name, address, city, state, zip, country #} {% from '../../imports/mock_data.html' import SAMPLE_TEMPLATE_DATA as mock_data %} {% set module_data = template_data.module_data %} {% set QUOTE = template_data.quote || mock_data.quote %} {% set DEAL = QUOTE.associated_objects.deal %} {% set BUYER_CONTACTS = QUOTE.associated_objects.contacts %} {# data to pull from Billing Entities custom object #} {% set BILLING_ENTITY = template_data.quote.associated_objects.deal.associated_objects.custom_objects._2_17681733 %} this should display the billing entity name value: {{ BILLING_ENTITY.billing_entity }} this should display the billing address line 1 value: {{ BILLING_ENTITY.billing_entity__address_line_1 }} {# this is for debugging to prove that the custom object is available #} {% for billing_entities in BILLING_ENTITY %} {{ billing_entities }} {% endfor %} {% if module.show_billing_entity_name && BILLING_ENTITY.billing_entity %} {{ BILLING_ENTITY.billing_entity }} {% endif %}

Re: Fetching Associated Custom Objects into Quote template

jeremymandle — Fri, 22 Sep 2023 12:35:05 GMT

Figured it out. Rookie mistake and I am an uber-rookie at HubSpot.

Forgot to wrap the whole thing in a simple "for" loop like so:

{% for billing_entities in BILLING_ENTITY %} {{ billing_entities.billing_entity }} {% endfor %}