I have been doing research and I haven't seen anyone post this as a question or answer it anywhere and I can't be the only person who wants to do this. I want to add in either blank lines or description lines to help organize our quotes in the quote line items but haven't found a good way to do it. Any ideas?
1 Answer
QuoteLineItem
has a required field: PricebookEntryId
that points at a Product2
and has a default unit price (including 0.00)
so, to stick with OOTB, you would need to create a special Product2 with ProductCode = '...' and Description = ****surgicalUnit***
. You could probably/might get away with a ProductCode with some UTF-8 value that doesn't display but that SFDC doesn't think is blank.
Otherwise, Adrian's suggestion for a custom related list on the Quote detail page is a place to go; but this means you run into issues with certain related lists that aren't available to VF (like Quote field history)
Visualforce Page
which you can embed. You'll need to use theQuote
object'sApexPages.StandardController
.