Breadcrumbs

How to Access Quoting Line Outputs in Workflow Template

To access Quoting item level outputs in the template 'quote_creationWorkflowStepAssigned' for a document creation workflow:

  • Access the quote object in the template.

  • Access quote.lineItems.

  • Iterate through it and access 'outputs'.

  • Iterate through it and display the results.

<html>
<body>
The following items on the quote $quote.uniqueName$ - $quote.label$ were marked as won:
 
$quote.lineItems:{ item |
 $if(item.priceRecordId)$
        $item.sku$
 $endif$
}$ 
<p> Created by: $quote.createdByName$ </p> 
</body>
</html>