Add Line Items into Output Documents
You can add line items in the Output Document to display in a tabular format when de-briefing a Work Order. For example, to display the Parts used with itemized billing in a tabular format, do the following:
1. Go to ServiceMax Setup Service Flow Manager Output Document Designer. The Output Document List View is displayed.
2. Open the Output Document process to be modified. The Output Document process is displayed.
3. Go to the Objects and Mapping tab and note the Display Name of the Child Object that needs to be inserted in the Output Document. For example, Parts, Labor, Travel, and so on.
4. Go to the Template Designer tab and click Source in the Editor section.
5. Copy and paste the following HTML code. The HTML code comprises the svmx-data attributes in a table with rows and headings. The HTML code is as follows:
<table svmx-data="{{$D.Parts}}" <thead <tr <th svmx-data="{{SVMXC__Product__c.Name}}" {{$M.Parts.SVMXC__Product__c.label}} </th <th svmx-data="{{SVMXC__Actual_Quantity2__c}}" {{$M.Parts.SVMXC__Actual_Quantity2__c.label}} </th <th svmx-data="{{SVMXC__Actual_Price2__c}}" {{$M.Parts.SVMXC__Actual_Price2__c.label}} </th <th svmx-data="{{SVMXC__Covered__c}}" {{$M.Parts.SVMXC__Covered__c.label}} </th <th svmx-data="{{SVMXC__Discount__c}}" {{$M.Parts.SVMXC__Discount__c.label}} </th <th svmx-data="{{SVMXC__Billable_Quantity__c}}" {{$M.Parts.SVMXC__Billable_Quantity__c.label}} </th <th svmx-data="{{SVMXC__Billable_Line_Price__c}}" {{$M.Parts.SVMXC__Billable_Line_Price__c.label}} </th </tr </thead <tbody <tr <td colspan="6" style="text-align:right" <bTotal</b </td <td {{$F.SUMOF($D.Parts, 'SVMXC__Billable_Line_Price__c')}} </td </tr </tbody </table >
6. Click Save.