#3893 - pulling info from related fields
Hi, I'm trying to create a document that pulls the contact information for the contacts listed in this module: https://www.evernote.com/l/AAJ1FHXWuJFOO6QOZJAa-yWilrfEy97ksM8
When I generate the document no information is pulled. Here is the template:
> [a;block=w:body]
> Offers
>
> Mentor Coach CONCAT : [a.mentor_coach_concat_c]
> Mentor Coach(Multiple) : [a.mentor_coach_c]
> Mentor Coach(Multiple) - Email Address (Contacts) : [a.mentor_coach_c@@email1]
> Mentor Coach(Multiple) - First Name (Contacts) : [a.mentor_coach_c@@first_name]
> Mentor Coach(Multiple) - Last Name (Contacts) : [a.mentor_coach_c@@last_name]
>
Here are the results:
> Offers
>
> Mentor Coach CONCAT : Fabian Di Felice, Marina Illich
> Mentor Coach(Multiple) :
> Mentor Coach(Multiple) - Email Address (Contacts) :
> Mentor Coach(Multiple) - First Name (Contacts) :
> Mentor Coach(Multiple) - Last Name (Contacts) :
Please help. Thanks, Adam
6 years ago
Hi,
It seems that in that module there can be multiple Contacts (not just one). To list them you have to declare an additional block. Check the example template provided with the component "Opportunities.docx" (which is also installed in the crm when installing the component). In this template you can see how to list the Contacts of an Opportunity.
In the header of the template declare a new block (in your case you have to look for the name of the correct relationship with Contacts): [a;block=w:body;sub1=accounts;sub2=contacts;sub3=meetings] Then create a table, and in the first cell create the block, declaring what repetition it will have (in this example it is repeated for each line of the table): [a_sub2;block=w:tr][a_sub2.full_name]
6 years ago
Thanks, I still need some help.
I am receiving these errors:
Here is my document (I based it off the opportunities.docx):
Here is the relationship I see between offers and contacts: https://www.evernote.com/l/AAK2xS6LM9VHo4lnODG9WGWKUJLwio-sG9E
Is there anyway to get live help?
6 years ago
I tried updating the document to:
And received this error:
I could really use some help. Can we setup a Skype call?
5 years ago
I could really use some help with this!
5 years ago
Hi,
It seems that the Pod Mentor (Multiple) and Mentor Coach (Multiple) fields use some kind of customization to be able to appear as a single field (but multi-input) in the EditView. Are you using any component or special code for it? SugarCRM does not allow this type of data entry.
For example, the Pod Mentor field, according to the image you sent, is of the relate type, so it is not possible for it to appear as a multiple field in EditView. On the other hand, in the initial image you sent, there is a "CONCAT" field that chains the names of each of the Contacts in EditView for that field.
If there is some kind of customization for that field, being a special field, MMR will not be able to visualize it. You will need some code and use calculated fields in MMR to represent them. If you need it, look in the documentation about this type of code, and you also have examples in the file "custom/modules/Opportunities/DHA_DocumentTemplatesCalculatedFields.php".
If this is not so, send us a screenshot of the definition of that field in the Studio, and the relationship created for that field, also from the Studio.
Regards
5 years ago
Is there a way to hire you to look into this and fix it?
5 years ago
Please write to us at soportedesarrollo@izertis.com, indicating this issue number, and we will continue to contact you by email.
Regards