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ProjeQtOr free project management software - Import : line details in a quote + quote email template - ProjeQtOr
 
 

Import : line details in a quote + quote email template

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15 Jun 2023 16:41 #1 by matthieu.froment
Hello,
This post has 2 questions :
1) How can I import in a quote many line details ? I have found a dedicated example with "Ligne de Détail" but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory. But I do not know where I can find the relevant information ?

2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ? I have not found the ${magicsolution} :-)

Many thanks for your help.

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20 Jun 2023 18:36 #2 by babynus
1) How can I import in a quote many line details ?
You cannot, import format does not allow one-to-many relationship
I have found a dedicated example with "Ligne de Détail"
Yes, it is the way to do
but it has many more entries than with the UI. I am blocked with "Echéance" considered as mandatory.
Only for some billing mode, just change billing mode on project.
 

Babynus
Administrator of ProjeQtOr web site

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20 Jun 2023 18:37 #3 by babynus
2) I am creating an email template for the quotes. Can I add the line details like it can be done with the notes or linked items ?
No, you cannot
I have not found the ${magicsolution} 
'Cos there is no...

Babynus
Administrator of ProjeQtOr web site

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21 Jun 2023 11:12 #4 by matthieu.froment
OK, thanks for the answer !

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