topic Re: Group line items based on custom properties in a quote template in Sales Hub Tools

Group line items based on custom properties in a quote template

scarlex — Thu, 17 Nov 2022 15:14:58 GMT

Hello everyone,
We currently developing our own quot templates and looking for a way to group products by type.

Licenses (ongoing costs)
Consultation (One-off costs)
Optional licenses
Optional consultation

To achieve this, we have added custom properties to the products. However, we are unable to find information on how to retrieve these custom properties in code based on line items. Or how we can retrieve filtered lists of the same.

Does anyone have experience with this and can point us in the right direction? Thanks in advance.

Re: Group line items based on custom properties in a quote template

TitiCuisset — Fri, 18 Nov 2022 11:51:22 GMT

Hi @scarlex

Thank you for reaching out.

I want to tag some of our experts here - @coldrickjack @himanshurauthan @jolle do you have any thoughts for @scarlex on this?

Thank you!

Best

Tiphaine

Re: Group line items based on custom properties in a quote template

MSchalkwijk — Tue, 25 Jul 2023 07:34:20 GMT

@scarlex Did you find a solution?

Re: Group line items based on custom properties in a quote template

scarlex — Tue, 25 Jul 2023 09:25:02 GMT

Unfortunately not. It’s still an issue for us.