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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"/> #>

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!

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:

 

 

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

Hey Pawan,

 

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

 

Best

 

Oh Happy to know that @brgoncharov.

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

Thanks! 

Hello @brgoncharov ,


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Best regards,

Nathaly | Docusign Community Moderator
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