Problem displaying related records properly in Workflow Email attachment

The main table “ServiceLog” has “Related EstimateItems” virtual column (REF) to records in the table “EstimateItems” which has a column named “ServiceLog” 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 : image

From where you are trying to trigger the workflow? From the parent (ServiceLog) of from the child (EstimateItems)?

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From the parent “ServiceLog”.
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>>
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Thank you Steve. That works well.

I have one more request.

Is there a way to show the Sum of the “Amount” of the three records as a “Total Amount” on the document template ?

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  • <<SUM([Related EstimateItems][Amount)>>
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Thank you very much Steve.

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