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PRODUCTS IN ACCOUNTS BY OFFERS - Printable Version

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+--- Thread: PRODUCTS IN ACCOUNTS BY OFFERS (/showthread.php?tid=2971)



PRODUCTS IN ACCOUNTS BY OFFERS - Joana - 03-26-2024

Hello everyone.
I see that within ACCOUNTS there is a PRODUCTS block but it does not present any record. 
What should I do to display the products of the offers made for the client?
What step by step should I do? I don't know how to program 
Thank you


RE: PRODUCTS IN ACCOUNTS BY OFFERS - joebordes - 03-31-2024

Watch this video where I try to respond to your question:

https://youtu.be/pUFur5sSjxg


These are the expressions:


Code:
coalesce($(productid : (Products) id), $(productid : (Services) id))



Code:
$(account_id : (Accounts) id) 



RE: PRODUCTS IN ACCOUNTS BY OFFERS - Joana - 05-02-2024

Hello Joe,
Thank you very much for your video.
Now I have worked with this new utility Smile


RE: PRODUCTS IN ACCOUNTS BY OFFERS - joebordes - 05-02-2024

:-)


RE: PRODUCTS IN ACCOUNTS BY OFFERS - jonathanmoore858 - 08-03-2024

To fix the issue with the PRODUCTS block not displaying records, follow these steps:

Refresh the Page: Sometimes, simply refreshing the page can resolve display issues.

Check Filters: Make sure no filters are applied that might be hiding the products.

Review Settings: Go to the settings or configuration of the PRODUCTS block and ensure it is set up to display records.

Confirm Data Entry: Ensure that there are products associated with the offers and that they have been entered correctly.

Consult Help or Support: If the problem persists, consult the system’s help resources or contact support for assistance.