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Hi,
When I create Quote Line details, there are two records of Quote Line Details that are getting created with transaction code type Project Contract and Cost.
I want to fill my word template with only single record of Project Contract.
Can anyone suggest how do I achieve the same.
Below is the table that i am adding in word template, and it shows multiple records from the database.
Thanks in Advance.
Hi,
This filtering of data and populating of Word Template can be achieved using Power Automate.
www.exploringdynamics365.tech/.../create-and-populate-word-template-using.html
Hi,
It is not possible to add filter condition in word template.
What you can do is create a workflow on Create of quote line details trigger. Delete quote line details whose trasanction code type is cost .
Have you checked plugins/workflow as why 2 quote line details records are getting created?
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