Using X-Author to Insert Line Item Merge Fields (Pre-FX2)
You can also insert merge fields for line item object that have a master/detail or lookup relationship with the agreement by selecting the line item relationship object, such as agreement clause. When you do this, the Insert fields in table option automatically becomes available since Author knows that this object has a master/detail relationship with the agreement.
To insert the fields in a table, select the fields you want in the Insert Merge Fields dialog and click Insert. For the selection above the following table gets inserted:
Action |
Active |
Agreement |
Category |
---|---|---|---|
|
|
|
|
Insertion of the merge fields in a table can also be maintained manually by the template designer, but it is preferable to do this using Apttus Author. After the merge fields are resolved by the Apttus Merge Server when you generate the agreement from within Salesforce, the final table might look as follows:
Action |
Active |
Agreement |
Category |
---|---|---|---|
Modified |
true |
Agreement Test1 |
Confidentiality |
Inserted |
true |
Agreement Test2 |
Definitions |
Line item conditions inside tables are not supported.