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java dev I am not able to replace Quote Lines data in my mail merge.
Hi all,
In my Quote lines Object which is having master relationship to the Quotes Object.
A Quote may have one or more Quote lines.
In maill merge, Iam able to replace Quote Amount because it is single vale. But I am not able to replace Quote Lines replated data (beacuse there may be so many Quote lines ), I dont know how to give template fields for Quote Lines.
How to iterate throughout all the Quote Lines?
Can any one help me. I want this very urgent.
Thank you.
I'm pretty sure that the mail merge functionality will not work this way, it is designed to only merge data pertaining to the record from which you initiate the mail merge, not from related child records such as quote lines.
The one exception to this is with Opportunities and Products, however, that is a specific exception that salesforce built into the mailmerge functionality.
Your best bet is to export the data to excel and then run a mailmerge from MS Word with the excel file as the data source.