Support Portal

The Order Schedule can be generated in the following ways:

• With a single click button referencing a specific template
• Using the Template selector where Draft templates will not be available to end users.

Setting up button to use your Template for Viewing the PDF

• Browse to the "Quote Object"
• Click "Buttons and Links"
• Create New
• Select a Name, and use the following options:
  • Display Type: Detail Page button
  • Behavior: Display in New window
  • Content Source: URL
• In the button code, use the following (except replace the REPLACEME with the name of your template):
  • /apex/tysoxrr__OrderSchedule?id={!Quote.Id}&acctid={!Quote.tysoxrr__AccountId__c}&opptid={!Quote.tysoxrr__OpportunityId__c}&type={!Quote.tysoxrr__Opportunity_Type__c}&template=REPLACEME

You will need to replace it with the "Name" of your template. In the case of the image below, we would use "Direct Order Schedule", so the full URL would be:

• /apex/tysoxrr__OrderSchedule?id={!Quote.Id}&acctid={!Quote.tysoxrr__AccountId__c}&opptid={!Quote.tysoxrr__OpportunityId__c}&type={!Quote.tysoxrr__Opportunity_Type__c}&template=Direct Order Schedule

Click "Save" and add the button to your Quote Layout

Setting up button to use your Template for Attaching the PDF

• Browse to the "Quote Object"
• Click "Buttons and Links"
• Create New
• Select a Name, and use the following options:
  • Display Type: Detail Page button
  • Behavior: Display in New window
  • Content Source: URL
• In the button code, use the following (except replace the REPLACEME with the name of your template):
  • /apex/tysoxrr__OrderScheduleAttach?id={!Quote.Id}&acctid={!Quote.tysoxrr__AccountId__c}&opptid={!Quote.tysoxrr__OpportunityId__c}&type={!Quote.tysoxrr__Opportunity_Type__c}&template=REPLACEME

You will need to replace it with the "Name" of your template. In the case of the image below, we would use "Direct Order Schedule", so the full URL would be:

• /apex/tysoxrr__OrderScheduleAttach?id={!Quote.Id}&acctid={!Quote.tysoxrr__AccountId__c}&opptid={!Quote.tysoxrr__OpportunityId__c}&type={!Quote.tysoxrr__Opportunity_Type__c}&template=Direct Order Schedule

Click "Save" and add the button to your Quote Layout.

Setting up button to use the Template selector. 

This allows the user to either View or Attach the PDF

• Browse to your Quote Layout and ensure the "Generate Quote" button is added.
• That's it!

Now you'll be able to go to any Quote, and click the Generate Quote button to view or attach the PDF.