We are attempting to implement a custom feature in Quotes that was requested by our Sales team. Instead of typing the same Quote Comments manually on each Quote, they want the ability to categorize the quote and populate the Quote Comments with statements that they can then edit and finalize, saving them time and making everyone’s comments ‘uniform’ as they print on our Quote Form that goes to the Customer.
I think we can accomplish this with some new UD fields and BPMs, but we would like to see if there is a way to get it done in App Studio. My coworker has attempted it, and has pretty much got it, but we’re having an issue with formatting, specifically from within Data Rules.
In the Layer, we have a Reusable Combo box with a custom Category List populated in the Advanced Settings:
Then we have Data Rules that look for those Category values and has an Action to populate the Quote Comments:
However, the textbox in Data Rules acts like a standard textbox and there is no way to format the text, even though it is storing the value in QuoteComment, which is a freeform text area on the Quote:
We want it formatting with hard returns, etc. Is there another way that we could go about accomplishing this using App Studio, possibly using Events and Actions?