Syntax for Fields from Joined Records and Searches

You can modify advanced templates in the template editor to include fields from records directly joined to the current transaction.

• Syntax is ${record.related_record.fieldId}

• To include sales description field values from related item records in a sales order template, use the syntax: ${record.item.salesdescription}

You also can include search results fields from searches joined directly to the current transaction.

• You can use the index number to indicate the search result row to be referenced to obtain a field value. For example, [0] would indicate that the field value from the first row returned in search results should be used.

• Syntax is ${results[search_result_line].related_record.fieldId}.

  For example, to include the first customer phone number from a sales order search, type: ${results[0].customer.phone}

• To include a list of search results, use a list directive as shown in the following example.

                <#list results as salesOrder> <p>${salesOrder.customer.phone}</p>
  </#list> 
  
              

General Notices