📊 How can I create a table from line items?

You want to generate a table from the line items of a deal, for example for a quote. ChiliDocs® allows you to display associated objects such as line items in table form.

🔧 General logic

In ChiliDocs®, all standard objects (Company, Contact, Deal, Ticket) as well as custom objects can display associated objects in tables.

Tables are defined using start and end control characters:

[objekt_table]

… content …

[objekt_table_end]

📦 Line items in deals

For line items, dedicated control characters are available. A typical product table could look like this:

[line_item_table]

[line_item_table_end]

📑 Commonly used fields

• SKU: [line_item.hs_sku]

• Name: [line_item.name]

• Description: [line_item.description]

• Quantity: [line_item.quantity]

• Unit Price: [line_item.price]

• Amount: [line_item.amount]

💡 Important

Line items are separate from the total amount of the deal. For a quote, you could structure it like this:

[line_item_table]

[line_item_table_end]

Nettopreis 

* Note: In this example, VAT and Gross Price are calculated fields created within the deal.