Hello - we're customizing one of our Quote advanced pdf/html forms. Are we able to bring in the sales rep email address from the Employee record? What would the syntax be? We tried employee.email but that throws an error. Thanks!

employee join doesn't exist for transaction pdfs. You'll need to create a non-stored custom field that sources the employee's email, then use that field in your template

@David B thank you!

Depending on your skills, you could create a suitelet that renders the PDF and puts that information in there. Maybe overkill, but you do not have data in two places.

Yeah, if it gets to a point if you're adding lots of fields that it might be a candidate for a suitelet using N/render Having the field be non-stored feels like a nice compromise, in that it's purely suitebuilder/point-and-click functionality with no scripting/workflows required

Building a custom suitelet opens up a lot of possibilities. Sometimes it's nice not to compromise and then when you get done, it's just sweet. Some don't get it, but it might even be faster.

yeah, if you're able to, rendering with a suitelet is nice. Especially as once you've done it once (if you've done it well), you can reuse it quite readily. (there are also a number of suiteapp offerings that do this all for you with a config record-type approach)

Easier just to build in code imho.

Thanks you guys! Suitelets and code are beyond my skill set at the moment. The non-stored field is more up my alley. But we decided to go the simplest route and not include it for now. 😃

Instead of a suitelet, you can also add a UserEvent script in beforeLoad on PRINT to add any additional fields needed.

I’m sure that a transaction pdf has salesrep property so should be able to do salesrep.email but it has been a while since I’ve checked

Or if not available, you create an email field and you source it from sales rep. That field will be available in the template