Print Item Name/Number Instead of Display Name on Price Lists

Create a separate field that contains the value of the Item Name/Number and reference that field instead.

Solution
  1. Create Custom Item Field
    1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New
    2. Label: Enter Label
      Example: Printed Name
    3. ID: Enter _printed_name
    4. Type: Select Free-Form Text
    5. Store Value: Enter Checkmark
    6. Click Applies To 
      • Necessary Item Type(s): Enter Checkmark
      • Print on Price List: Enter Checkmark
    7. Click Save
       
  2. Perform Mass Update
    1. Navigate to Lists > Mass Update Mass Updates
    2. Click General Updates
    3. Items:
      1. Click the necessary Item Type where the created Custom Item Field was applied
    4. Title Of Action: Enter Title Of Action
      Example: Update Custom Printed Name Field
    5. Click Mass Update Fields
      1. Printed Name: Enter Checkmark
      2. Formula: Enter {‌itemid}
    6. Click Preview
    7. Click Perform Update
       
  3. Modify Price List Advanced PDF/HTML Templates
    1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
    2. Price List Advanced PDF/HTML Templates: Click Edit
    3. Top Right Corner: Toggle Source Code
    4. Look for the code:
      • line.item 
    5. Replace with code: 
      • line.custitem_printed_name
    6. Click Save
  4. Create Workflow 
    1. Navigate to Customization > Workflow > Workflows > New
    2. Basic Information:
      • Name: Enter Set Printed Name Field Value 
      • Record Type: Select Item
      • Sub Types: Select necessary Sub Types
      • Execute as Admin: Enter Checkmark
      • Enable Logging: Enter Checkmark
      • Keep Instance and History: Select Always
      • Released Status: Select Released
    3. Event Definition:
      • On Create: Enter Checkmark
      • On View or Update: Enter Checkmark
    4. Click Save
    5. Click State 1
    6. Bottom right corner: ClickNew Action
    7. Click Set Field Value
    8. Parameters:
      • Field: Select Printed Name
    9. Value:
      • Select From Field
        1. Record (Join Field): Select Current Record
        2. Field: Select Name
    10. Click Save

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