I am trying to create a print layout where one section includes the line items that are in a customers estimate. So I would like to have box where I can get the dynamic text to bring up the text of their estimate. I can create the layout, but can't figure out what the dynamic text should be called. Any help or suggestions would be great.

Also I keep reading about a "key path" filter, has that been replaced in 3.5?

Thanks
Jake

I assume you have a page layout located in Opportunities, and that you are wanting to pull estimate info for the selected opportunity into that layout..

Basically, you have to deal with the many-to-many issues. An opportunity can have many estimates (even though it appears that it only has one - that is just the most current one) and an estimate can have many line items.

So - let's say you drag a table into your layout body. Because the layout knows that it is 'based' on Opportunity data, you can select 'Objects from Relationship' (formerly known as keypath filter) as the data source and 'Estimates' as the related object. (Note that it is possible to filter and return just the most recent estimate but no space or time for that at the moment).

So now, you have a table that will list one or more Estimates (assuming you put in some data columns, Estimate name etc). Within this data row you need to embed another table, again with a datasource of 'Objects from Relationship', which now means a one-to-many relationship with the Estimate, and select Line Items as the relationship object. You then can add data column for Line Items, such as detail, price, tax, etc.

So basically; 1 Opportunity. One to Many Estimates. One to many Line Items per estimate. Every time you are dealing with a many relationship, you are probably looking at needing another table.

HTH
-E