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Hiding Opportunity Name in a table

  • July 3, 2024
  • 6 replies
  • 59 views
B
New Voice
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Hi 

what is the easiest way not to display the Opportunity name before Product Name in the column “DESCRIPTION” in the following example:

 

SERVICE CODE

DESCRIPTION

SALES PRICE

QTY

TOTAL PRICE

<# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./ProductCode"/> #>

<# <Content Select="./Name"/> #>

<# <Content Select="./UnitPrice"/> #>

<# <Content Select="./Quantity"/> #>

<# <Content Select="./TotalPrice"/> #>

Best answer by Pawan Gangwani

Oh Now I got it, I have one solution for you which, I too implement on one of my project.

so you have to create one “Formula Field” in “Opportunity Product” > “Field and Relationship”
In which it will only populate the product name.
 



the field currently you are using is an “standard field” and you can not customize it.

Thanks! LMK if you need more info

6 replies

Pawan Gangwani
Digital Leader
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Hello @brgoncharov 

Welcome to the DocuSign Community!

Can you tell where the Opportunity name is coming? coz I am not seeing any merge tag related to the opportunity name.

Thanks!

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
B
New Voice
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  • brgoncharovNew Voice
  • Author
  • New Voice
  • July 4, 2024

Hi Pawan,

Thank you for your reply! This is what bugs me...Please see the attached screenshot of the generated document.

 

TEST02-072024 is the Opportunity name

 

This is the configuration:

 

 

Pawan Gangwani
Digital Leader
Forum|alt.badge.img+15
  • Pawan GangwaniDigital Leader
  • Digital Leader
  • Answer
  • July 4, 2024

Oh Now I got it, I have one solution for you which, I too implement on one of my project.

so you have to create one “Formula Field” in “Opportunity Product” > “Field and Relationship”
In which it will only populate the product name.
 



the field currently you are using is an “standard field” and you can not customize it.

Thanks! LMK if you need more info

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
B
New Voice
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  • brgoncharovNew Voice
  • Author
  • New Voice
  • July 4, 2024

Hey Pawan,

 

Thank you so much for the suggestion! This is exactly what I needed!

 

Best

 

Pawan Gangwani
Digital Leader
Forum|alt.badge.img+15

Oh Happy to know that @brgoncharov.

If this solution works for you, Then please mark it as “Best Answer”. 🌈

Thanks! 

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • July 18, 2024

Hello @brgoncharov ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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