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Customization of Estimate - Report Designer Fields

Last post 09-10-2015 11:57 AM by GloTab. 2 replies.
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  • 09-09-2015 12:01 PM

    • GloTab
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    • Joined on 09-09-2015
    • Posts 3

    Customization of Estimate - Report Designer Fields

    Help!  

    I have successfully customized our company's Estimate template with Report DesignerHowever, I need to have the “item” field view/print only the "child" name/number and not the full "parent" name/number details.  Does anyone know how I could accomplish this in Report Designer?  Do I need to create a customized "field" in Report Designer, if so, how?  Is there something thatneed to adjust in QB or Method so that it only views/prints the child information?

    Example:

    Item Field Prints - Two Parent LevelsAerosol Products:Flow Measurement & Control:1104

    Need it to Print Child Level Only: 1104

    I appreciate any assistance provided.

    Thanks,

    Gloria

  • 09-10-2015 9:40 AM In reply to

    Re: Customization of Estimate - Report Designer Fields

    Answer

    Hey Gloria,

    You can't accomplish that using Calculated Fields; you would need to use Scripting.

    Take a look at our Report Designer Help Center articles, specifically: Solution No. 416

    Scroll down to: 'Calculated script for getting parent'

    You would need to modify the code to get it working with LineItems/Retrieving Child.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-10-2015 11:57 AM In reply to

    • GloTab
    • Not Ranked
    • Joined on 09-09-2015
    • Posts 3

    Re: Customization of Estimate - Report Designer Fields

    Awesome!  Thanks for the guidance.  I will give it a shot.

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