DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view.
#3107 - Not Seeing All Related Modules (only seeing related subpanels)
I am using the Contracts modules (renamed to LOADS). I can see the modules (table containing details for a given contract [supporting data]) but not supplemental data like ACCOUNT_NAME.
account (one-to-many) contracts
contracts (one-to-many) commodity_items
DocParser template is built at the CONTRACTS level, should I not be able to see ACCOUNT and COMMODITY_ITEMS relationships? The CONTRACTS module has RELATE fields to these two modules.
4 years ago
I located the fields. They were very far down the list of fields available.
I am able to build the necessary template and am quite pleased.
Many thanks!
4 years ago
Thank you for confirmation that it works now, Closing the case now. Stay safe!
Thanks & Regards, Team Urdhva Tech