I had doc type name Deal, Based on deal, i will create Quotation, i need to fetch deal data in quotation fields.
These data need to fetch in Quotation.
Deal Customization
Even tried
deal.lead_name
But still not data fetch from deal to quotation.
How to fetch these datas.
bahaou
December 8, 2023, 6:56am
2
@Mohamed2335 it’s custom_opportunity .
Thanks for the Response,but it not reflect.
still same issue
Also Tried
custom_opportunity.lead_name
HZY
December 9, 2023, 3:18am
4
I did not see you create a Link field in Quotation to select Deal…
Opportunity is Deal Doc type name
still not get proper solution
Hi @Mohamed2335 , you can implement a server side script in your custom doctype Deal
for the same. You can write a script to create a new Quotation
document with the required data when your Deal
document is saved.
For further reference to frappe document api refer:
https://frappeframework.com/docs/user/en/api/document