Sales Hub Tools

scarlex
Participante

Group line items based on custom properties in a quote template

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.

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3 Respuestas 3
MSchalkwijk
Participante

Group line items based on custom properties in a quote template

@scarlex Did you find a solution? 

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scarlex
Participante

Group line items based on custom properties in a quote template

Unfortunately not. It’s still an issue for us.
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TiphaineCuisset
Administrador de la comunidad
Administrador de la comunidad

Group line items based on custom properties in a quote template

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


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