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Remove Conditional Fields into the Payment Receipt Template

Remove Conditional Fields into the Payment Receipt Template

Aug 6th, 2022

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How to Remove Conditional Fields into the Payment Receipt Template

5 out of 5

22 votes

hey everyone uh today were going to talk about uh what i think is a pretty common use case in the gen and cpq world um that isnt in gens uh documentation anywhere and that is how to conditionally hide a column in your products table so i have an example quote up here and what ive done is ive added a few custom fields called include list price and include discount and my template has four columns uh total here uh product unit price discount and total price youll notice there is some xpath language here which ill explain a bit more so first off were going to generate the document with these boxes checked so im going to go ahead and create order form which is my custom button for the gen template that ive created i will hit send with signature and then im going to fill in the standard path information here for my recipients put in a customer and myself as a signatory here and then im going to move on to the prepare and send step which will allow me to preview this document

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