PDF Generator

Please skip this section if you are not using Product Bundle app. If you are using Product Bundle app, then you can show Bundle level summary instead of individual line item details like quantity, pricing etc. 

Notes:

• This is only applicable for standard Quote, Opportunity, Order, and Work Order objects
• PDF Table tutorial should be reviewed before this tutorial

Following are the steps to show Bundle Summary on the PDF –

PDF Table configuration:

1. Navigate to the Template >> Table >> Bundle Configuration section
2. Check the checkbox “Aggregate Bundle Items”
3. Select Bundle Format picklist field
   1. Blank : shows individual bundles as separate tables
   2. Compare: show bundles side-by-side
   3. Tabular: shows all bundles in a single table
4. Select “Merge Child Bundle Items” to show all child bundle items as part of the parent bundle. Applicable for nested bundles only. 

PDF Column configuration:

• API Name: This is same as explained in PDF Table tutorial with an exception that relationship fields like pricebookentry.Product2.Family are not supported in this case & in order to use the API Names of related objects, create custom Formula fields and use API Name of that formula field.
• Aggregate Label: This needs to be filled to show content in the table column. If this is not specified, column will be blank.
• Field Type: This specifies data type of column, e.g., for Description type of column it should be set as String, for Quantity or Price type of columns it should be set as Number/Currency.
• Aggregate Type: This defines type of aggregation e.g., ‘as-is’ is used to show 1st line item field value without aggregation like Bundle Name, ‘Avg/Min/Max’ is used to aggregate numeric values like Quantity/TotalPrice/UnitPrice, ‘Append’ is used to concatenate string fields like Description etc.

Following are few examples of different Bundle views for the PDF Column configuration shown above –

Two Bundles added to Quote Line Item

If Bundle Format = blank in PDF Table configuration, bundles are shown as individual tables with bundle names printed as table headers

If Bundle Format = Tabular in PDF Table configuration, bundles are shown as rows of a table

If Bundle Format = Compare in PDF Table configuration, Bundle details are shown as columns of table