This is a way to pull the saved search total amount and store it in a transaction custom body field and access this field in advanced pdf.
Quick question: are you able to see this custom field on record view mode.
My suggestion is that we can deploy a user event script and pull saved search data (in JSON format) and store in a temporary field on invoice
And then get this JSON data from pdf and show on pdf. ( In this way you can populate all the information if needed)
n
NElliott
12/20/2023, 8:16 AM
Cannot speak to the formula error but...
If you followed that to the letter be wary of :
"Paste ${custbod _inst_amount}" in the template.
it should be "custbody_inst_amount"
The field id they reference is incorrect and therefore you'd see no values in the print.
NElliott
12/20/2023, 8:19 AM
In the records browser, looking at Transactions, there doesn't seem to be any reference to "*installment" so I'm not convinced that "installment.st*atus" is valid but maybe someone more used to writing formulas in searches for transactions can confirm.
y
yagyakumarnag
12/20/2023, 5:43 PM
Better way apply a script and store data in custom field and pull that field value in pdf