Line Items from Originating Obj.

populating line items from originating record fields you may have a number of fields on the originating record that you wish to populate various line items on the invoices this is possible, as long as you specify each and every individual line this is different from populating child records, where we iterate over each child record here, you specify the number of lines in each url the invoice url will start the same as always, with the structure taken from the basic custom url structure for invoice fields, where you can specify dates, etc however, the url will then specify line items, using the structure \&line# field= your field c button url \&line1 inventory name=name field c \&line1 description=description c \&line1 service date=service date c \&line1 quantity=quantity field \&line1 unit price=unit price field c \&line1 class=class field c \&line1 taxable=is taxable field c internet explorer, depending on the version, may have a limit of 2000 characters in the url firefox and chrome have potentially much longer url limits, of 30,000 characters and up salesforce may have it’s own limits we cannot be responsible for either your browser’s url character limitation or salesforce’s url character limitation as such, we recommend this approach for just a few lines, however it may work for dozens of lines or more specifying more than one line should you want more than one line, you simply need to start with \&line2… and so forth button url \&line1 inventory name=name field c \&line1 quantity name=name field c \&line1 unit price=unit price field c \&line2 inventory name=name field c \&line2 quantity=quantity field \&line2 unit price=unit price field c \&line3 inventory name=name field c \&line3 quantity=quantity field \&line3 unit price=unit price field c populating data directly from the formula please be aware this is particularly tricky and a missing “ can cause issues we recommend building these formulas up one line at a time this is possible with certain fields the quantity field accepts numbers when pulling data from specific fields on the originating record button url \&line1 inventory name=name field c \&line1 quantity=1 \&line1 unit price=unit price field c this is possible with certain fields the quantity field accepts numbers when pulling data from specific fields on the originating record or, perhaps you wish to set the account revenue code or another similar field with text from the formula button url /apex/breadwinner qbo newinvoicepage ?originating record={!salesforce record id} \&parent account=api field name c \&invoice custom field 1=“text info a” \&invoice custom field 2=“text info b” \&invoice custom field 3=“text info c” \&child relationship name=child name r \&child object inventory name=name field c \&child object description=“text info x” \&child object quantity=quantity field \&child object unit price=unit price field c you may have a number of fields on the originating record that you wish to populate various line items on the bill/purchase order this is possible, as long as you specify each and every individual line this is different from populating child records, where we iterate over each child record here, you specify the number of lines in each url the url will starts with /apex/breadwinner qbo newbillpo , with the structure taken from the basic custom url structure for bill fields, where you can specify dates, etc however, the url will then specify line items, using the structure \&line# field= your field c button url \&line1 inventory name=name field c \&line1 description=description c \&line1 quantity=quantity field \&line1 unit price=unit price field c \&line1 taxable=is taxable field c notes \&line1 inventory name= name field c will not require if you are planning to map line items with account based line items \&line1 taxable= is taxable field c will not require for purchase order should you want more than one line, you simply need to start with \&line2… and so forth