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I made an invoice template in Sales Hub.
I want to show product name in first column so I added productname from XML Pane.
I tested it and it only shows existing products names. There is a Write-In Product in first row but its name is invisible.
Why is this happening and how to show Write-In Products names.
I also tried to adding
these three. But none of them shows Write-In products names.
Hi Arif Sarikaya
In Quote Lines you have two fields
for Write-In Product - productid
for products added manually - productdescription
So in your word table you need to put both in the cell
The Write-In Products names field is productdescription.
Here is my test.
I download the word template and edit it, only insert a single field productdescription. Then upload it into D365.
In an Opportunity, I create a Write-In Product, set its name to "My first write-in product".
Then I download the uploaded word template in the Opportunity form, it shows the Write-In Products name.
Since the name field of Existing Prodcuts and Write-In Products are not the same, if you want to display both the name of Existing Prodcuts and Write-In Products in only one column in the word template, then we can create a new calculated field to store the names of both of them.
When the product exists, the value of the new field is productname, when the product is written, the value of the new field is productdescription.
Finally insert the new calculated field into the word template to represent the name of product, no matter it is Existing Prodcuts or Write-In Products.
I´m sorry let me edit my answer
You need to do
Product - productidname
Write-In Product - productdescription
I dont see any reason to create another field and add calculated atuomation
when you can do with the fields that you have in DB
See my suggestion and the output
In my organization
Write in product - productdescription
Product - productidname
Thank you all, I downloaded template and put XML to my file and added product name again with my new XML.
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