The main table โServiceLogโ has โRelated EstimateItemsโ virtual column (REF) to records in the table โEstimateItemsโ which has a column named โServiceLogโ which is (REF).
This works well within the app, however, I am unable to display the 'Related EstimateItems" properly in a workflow email attachment (PDF) using a Google Docs template. I need each related record (for ServiceLog 10637) to display one line per record in the attachment, similar to :
Description , Quantity , Amount
Item 1 10637 , 1.00 , $29.78
Item 2 10637 , 5.00 , $12.50
Item 3 10637 , 1.00 , $296.20
EstimateItems table :
Template expression :
<<Start:EstimateItems[ServiceLog]>> <<EstimateItems[Description]>> <<End>>
( the last section is showing <> instead of the word END between << and >> )
Result :
Solved! Go to Solution.
From where you are trying to trigger the workflow? From the parent (ServiceLog) of from the child (EstimateItems)?
From the parent โServiceLogโ.
While editing record 10637 in the ServiceLog form, upon saving the record, a workflow will be triggered and send an email with attachment. I would like for the 'Related ExpenseItems" records to be included on the attachment.
Do I need to provide more information ?
Your template should look something like this:
<<Start: [Related EstimateItems]>><<[Description]>>
<<[Quantity]>>
<<[Amount]>><<End>>
Thank you Steve. That works well.
I have one more request.
Is there a way to show the Sum of the โAmountโ of the three records as a โTotal Amountโ on the document template ?
<<SUM([Related EstimateItems][Amount)>>
Thank you very much Steve.
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