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
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.
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.
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.
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
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.
