What's the best way you've found to get the conversion rate of the Unit of Measure on each line of a transaction, in Advanced PDF/HTML Templates? I've been able to find the UoM internal ID and abbreviation name on the line, but not the conversion rate. I also can't seem to create a transaction line field to look up the conversion rate, so I'm looking into other options. I want to avoid creating a script or workflow to populate the line fields when the transaction loads or saves. We have enough of that mess going on already. Well, I couldn't find a way to do it without scripting or workflows, but I got it to work without storing the conversion rates on the record being rendered as a PDF, by adding a custpage field in a beforeLoad userevent script function, and populating it with a JSON of unitstype search results, then in the template I ?json_eval that field and iterate over that array it parses to, until I find one matching the abbreviation of the item.units, and get the conversionrate from that one. This amounts to the same effect in the PDF as a nonstored field with a summary search-driven default value (which is what I was trying to do but couldn't because of the requirement to match on a available filter field). The beforeLoad event does NOT fire when rendering the PDF as part of an Email merge & send action though; so I will have to store the field after all. It's silly to have thousands of copies of the same data floating around though. I'll want to refine this.

If you go to the record and add "&xml=t" to the URL you should be able to inspect the available fields. For us, I can see for example<unitconversionrate>.7</unitconversionrate> which implies unitconversionrate could be an option. Barring that, you may be able to add a custom column (hidden) which does not store value and has the formula quantity/quantityuom. I may have the field IDs mixed up. There is one that is accessible in saved searches which is the quantity in base units, I think you can use that in advanced pdf and do some math.

Oh thanks! I'll see if the unitconversionrate field is there.

Heyyyy 🖖 glad to hear it!