Hello,
I am amending our Sales Quote Template in ReportDesigner. I want to know how to get the Attributes from the Opportunity in the Attributes Tab (See first image)?
So, I have set up different Opportunity Classes that have different Attributes available. Once that Opportunity Class is selected on an Opportunity, those Attributes become available in the Attributes Tab. i want to be able to have the values available to pulled into the Sales Quote Template.
Please advise if any solutions.
Best answer by DipakNilkanth
Hi
You need to join the CSAnswers table to the CSAttribute table and further join the CSAttribute to CSAttributeDetail by AttributeID to retrieve the attribute values.
+13Hi
You need to join the CSAnswers table to the CSAttribute table and further join the CSAttribute to CSAttributeDetail by AttributeID to retrieve the attribute values.
+11Hi
Please refer to the pictures below:
Best Regards,
NNT
Hello
Thank you for your prompt responses. I am currently working on other urgent items; however, I will be definitely trying this recommended solution.
Once I do, I will provide an update.
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