Custom date picker properties does not show the correct date in my quotation template

SOLVE
ShahirBruh
Member

The custom properties (datepicker) that I made "Subscription Start Date" & "Subscription End Date" doesn't show the correct detail in the Quotation that I made using Design Tools. I tried to change the coding many time but it still does not display the correct date that I set in my deals. Do you have any solution on what I should do to display the correct date in my Quotation?

 

The Deal

Quotation correct.png

 

The Quotation

Quotation info.png

 

The Coding

Subscription Date Coding.PNG

 

1 Accepted solution

Accepted Solutions
amandaulm
Solution
Contributor

Thanks @dennisedson !

 

Hi @ShahirBruh ,

 

Based on what I'm seeing here, it looks like your desired subscription start and end dates are custom properties on the Deal object. If that's correct, what you want to do is go into your settings and edit those properties, then click on the </> icon, so that you can see each property's Internal name. Here is an example of where to view that information on one of my own custom Deal properties:

 

amandaulm_0-1618509642941.png

 

The way that I pull the custom property Rep Lead ID on my quotes is as follows:

For neatness, I add this in the list of set commands near the top:

 

  {% set DEAL_INFO = template_data.quoteAssociatedObjects.deal %}

 

Then where I want to put this property:

 

 

{%- if DEAL_INFO.rep_lead_id -%}<b>Internal Lead ID: {{ DEAL_INFO.rep_lead_id }}</b><br>{%- endif -%}<br>

 

 

 

Hope that helps!

 

View solution in original post

4 Replies 4
dennisedson
Community Manager

Hey @ShahirBruh 

Wonder if @amandaulm  has any advice for you

Thanks,

Dennis




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amandaulm
Solution
Contributor

Thanks @dennisedson !

 

Hi @ShahirBruh ,

 

Based on what I'm seeing here, it looks like your desired subscription start and end dates are custom properties on the Deal object. If that's correct, what you want to do is go into your settings and edit those properties, then click on the </> icon, so that you can see each property's Internal name. Here is an example of where to view that information on one of my own custom Deal properties:

 

amandaulm_0-1618509642941.png

 

The way that I pull the custom property Rep Lead ID on my quotes is as follows:

For neatness, I add this in the list of set commands near the top:

 

  {% set DEAL_INFO = template_data.quoteAssociatedObjects.deal %}

 

Then where I want to put this property:

 

 

{%- if DEAL_INFO.rep_lead_id -%}<b>Internal Lead ID: {{ DEAL_INFO.rep_lead_id }}</b><br>{%- endif -%}<br>

 

 

 

Hope that helps!

 

View solution in original post

ShahirBruh
Member

Alright, I manage to fix the problem. I change the "QUOTE_PROPS.hs_subcription_start_date|datetimeformat( '&B %e, %Y', TIMEZONE, LOCALE)}}<br>" and "content.publish_date_subcription_end_date|datetimeformat( '&B %e, %Y', TIMEZONE, LOCALE)}}<br>" to "DEAL.subcription_start_date|datetimeformat( '&B %e, %Y', TIMEZONE, LOCALE)}}<br>" and "DEAL.subcription_end_date|datetimeformat( '&B %e, %Y', TIMEZONE, LOCALE)}}<br>". Now there showing the correct date in my quotation. Thanks @amandaulm

 

ShahirBruh_1-1618554579636.png

 

 

Before

Subscription Date Coding.PNG

 

After

ShahirBruh_0-1618554387731.png

 

amandaulm
Contributor

Glad I could help, @ShahirBruh ! 😁