CMS Development

ChrisChiha
トップ投稿者

Quotes - Fetching object associated to the deal

解決

Hello,
 
So i have quotes up and running. Internal teams can generate a quote from the deal and it will fetch all the associated custom objects to the deal and display them on the quote.
 
To do so, i am using the below code:

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

 
This however, is fetching all the associated objects. I would like to fetch the associated objects that have a certain association label.
I already got the association type id (298), but i don;t know how to add to the above line of code so that i can only filter/fetch the objects with this specific association label.
  
Thank you!

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ChrisChiha
解決策
トップ投稿者

Quotes - Fetching object associated to the deal

解決

Hey @kvlschaefer ,
 
Thanks for your reply, this issue was sorted.
  
Code used to fetch associated custom objects based on association label:

 

{% set quote_associated_object = crm_associations(template_data.quote.associated_objects.deal.hs_object_id, "USER_DEFINED", "association type ID", "limit=200", "property field that you need to fetch from the custom object - internal name", false) %}

 

 

Regards,
@ChrisChiha 

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kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

Quotes - Fetching object associated to the deal

解決

Hi @ChrisChiha,

 

Thank you for reaching out!

Hey @LMeert@himanshurauthan@JBeatty - Would you be able to lend a hand?

Thanks! 

 

Best,

Kristen


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ChrisChiha
解決策
トップ投稿者

Quotes - Fetching object associated to the deal

解決

Hey @kvlschaefer ,
 
Thanks for your reply, this issue was sorted.
  
Code used to fetch associated custom objects based on association label:

 

{% set quote_associated_object = crm_associations(template_data.quote.associated_objects.deal.hs_object_id, "USER_DEFINED", "association type ID", "limit=200", "property field that you need to fetch from the custom object - internal name", false) %}

 

 

Regards,
@ChrisChiha 

kvlschaefer
コミュニティーマネージャー
コミュニティーマネージャー

Quotes - Fetching object associated to the deal

解決

Hey @ChrisChiha,

 

Thank you for sharing this update with us!

Glad to hear you were able to resolve it 🙂 

 

Best,

Kristen


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

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