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Table SORT and GROUP in Quote Template

Is it possible to SORT and GROUP in Quote Template?

 

Recommendation:

 

Like invoice template there is no easy way to group merge fields. Hence below is the workaround which will help you to GROUP and SORT in Quote Template.

 

To Group, you can have custom field (Picklist value (Group1, Group2, Group3, Group4)) at 'Quote Rate Plan Charge' and update the custom field during quote process.

 

To display the custom field use the below format:

{MERGEFIELD ObjectName.CustomFieldName \* MERGEFORMAT}

 

For the above example, it will be like,

{MERGEFIELD QuoteRatePlanCharge.Rate_Plan_Group__c \* MERGEFORMAT}

 

To Sort, you can use the following syntax:

"TableSort:FieldName1 [Order], FieldName2 [Order], FieldName3 [Order], ..."

 

For the above example, it will be as

{MERGEFIELD " TableSort:QuoteRatePlanCharge.Rate_Plan_Group__c "\* MERGEFORMAT}

 

This how you can SORT and GROUP in Quote Template.

 

Below is the sample Quote Template for the above example.

 

Community.PNG

 

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Zuora Support

Re: Table SORT and GROUP in Quote Template

Thanks @joeantonmanoj for writing a solution for sort & group functionaility in Quotes Template!






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