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Former Member

Enable Preview for External Document Types

Hi Experts,

For Sales Quotes, if we are using a Sales Quote Document Type (internal in C4C), the Preview option under Action button is enabled. See screenshot below:

However, when other Document Types are used (an external document type, it uses external pricing and is taken from BusinessOne), there is no Preview option, as shown below:

We have already bound the data connection of the related fields in the customized SQ form.

Can you please help fix on how to allow preview and see the SQ form for external document types?

Thank you in advance.

Regards,

Eliza

sq1.png (53.1 kB)
sq2.png (76.0 kB)
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