Can someone help me with de-referencing tables to a Google Docs template?
-> I have a table called โLoad Boardโ that includes columnโs [Customer], [City], and [State].
-> I have a table called โCustomersโ that includes the columns [Name], [Street], [City], [State], [Zip], and [Phone Number].
-> I have a gDoc template with <>, <>, and <>.
The gDocs template is pulling the data from the โLoad Boardโ columns like it should, but I also want to be able to include the [Street], [Zip], and [Phone Number] columnโs of the โCustomersโ table in the gDoc template.
Iโve read over the workflow templates help section, but am still having trouble. Iโve set the [Customer] column to a Ref column type, and reference the table โCustomersโ inside the column definition.
Iโve set the gDoc to readโฆ
<> <<[Customers].[Street]>> <>, <> <<[Customers].[Zip Code]>> <<[Customers].[Phone Number]>>
โฆand am getting nothing. When I delete all of the de-references, the workflow gets fired and the document gets generated and sent. But I need the document to have those de-referenced values in it. Anyone have any idea what I am doing wrong, or possibly over-looking? Any and all help will be greatly appreciated!
Thanks, -BL
@praveen Iโve been able to figure a lot out on my own. Yall do a fantastic job of having plenty of instructional material available. But this one here has got me beat. Iโm having a hard time wrapping my mind around whatโs causing this not to work. I may need to get someone to log in and take a look. The <<[Customers]โฆ de-reference was a typo when I originally posted this thread.
Hereโs is my exact gDoc expressionโฆ
<> <<[Customer].[Street]>> <<City_17>>, <<State_18>> <<[Customer].[Zip]>> <<[Customer].[Phone Number]>>
<> displays the [Customer] โRefโ column from my โLoad Boardโ table. Customers include โ(edit)โ, โ(edit)โ, etcโฆwhere there are 30 rows can have the word โ(edit)โ or โ(edit)โ and then their corresponding addresses, zip codes, and phone numbers, within the โCustomersโ table.
Not sure if having the same name like โ(edit)โ , โ(edit)โ , โ(edit)โ in the [Name] column of the โCustomersโ table is causing the issue.
Does the [Name] column of the โCustomersโ table have to be the same as the โRefโ column [Customer] from the โLoad Boardโ table?
I donโt know. Iโm stuck.
Got it. A Ref column needs to hold a Key value of the referenced table. it sounds like you donโt have a Key.
In the app itself, if you click on a Ref column, it should take you to a corresponding Customer row detail. Does that happen correctly?
One good way to debug these things is to use Virtual Columns. Add a virtual column (CustomerStreet) with formula [Customer].[Street] Check that is actually holds the expected information (you can see it in the app or you can use the View Data button to see the data for this table).
The Ref must identify a unique row in the other table
@praveen Thanks for steering me in the right direction, I have finally figured it out!
You should use <<[Customer].[Street]>>
rather than <<[Customers].[Street]>>
You are taking the value of the [Customer] column (which is a reference) and de-referencing it (i.e. following the reference) to get the value of the corresponding [Street]
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