Hello, I'm able to retrieve AIRTABLE data from a first table as well as fields from a table linked to the first one, but the level below doesn't seem to work. As indicated in the documentation and the explanatory video on DOCUMINT, as for the first linked table, I create an Fx field named “Lien_Table3 Table_Id” with the value “TableID”. On DOCUMINT, I indicate the Repeat / Loop on each “Lien_Table3” record. On the PDF generation link, I indicate “...expand=2...”.
But no display of the desired field.
What could be wrong? Is there a level limitation with the free version of Documint?
I am using also Documint for my clients. This seems to be an issue with the way you added the elements to your documint document...
Please feel free to reach out to have a check on this.
Thanks
Dimitris
re: Is there a level limitation with the free version of Documint
As a data point, I was able to create line items with the free version of Documint
--- Could you provide some screenshots of your tables? Also, try using the preview / generation from Documint's extension on the Airtable marketplace. I remember having some issues setting this up too, and then once I used the extension everything magically worked and I have no idea why
Could also check out DocsAutomator for this too
If it helps, here's a very simple version that's working: Link to base
Template variables on Documint:
Each element's logic editor:
Link setup:
Doc setup:
Generated PDF from button:
re: Is there a level limitation with the free version of Documint
As a data point, I was able to create line items with the free version of Documint
--- Could you provide some screenshots of your tables? Also, try using the preview / generation from Documint's extension on the Airtable marketplace. I remember having some issues setting this up too, and then once I used the extension everything magically worked and I have no idea why
Could also check out DocsAutomator for this too
If it helps, here's a very simple version that's working: Link to base
Template variables on Documint:
Each element's logic editor:
Link setup:
Doc setup:
Generated PDF from button:
Hello and thank you for your reply. With a linked operation on 1 level, like the example you suggest, it also works very well for me. My problem is to continue going down a level with a 3rd linked table. This no longer works. In my example (below), the rows: {{num_lot_line_cde}} are not displayed in the generated PDF.
I am using also Documint for my clients. This seems to be an issue with the way you added the elements to your documint document...
Please feel free to reach out to have a check on this.
Thanks
Dimitris
In my example (below), the rows: {{num_lot_line_cde}} are not displayed in the generated PDF.
Hello, thank you for providing more details! I understand your issue now. It sounds like the problem might be with how the third linked table is being handled. Sometimes, when linking multiple tables, certain fields or rows might not display in the generated PDF due to limitations in the report's structure or the way the data is pulled. You might want to double-check the relationships between the tables and ensure that the fields from the third table are properly referenced in your report settings. If the issue persists, you could try adjusting the query or the way the data is being processed before it reaches the PDF. Hope this helps, and feel free to share any further details if needed! OneBloodRewards
Hello and thank you for your reply. With a linked operation on 1 level, like the example you suggest, it also works very well for me. My problem is to continue going down a level with a 3rd linked table. This no longer works. In my example (below), the rows: {{num_lot_line_cde}} are not displayed in the generated PDF.
Hmm, yeah could you try moving {{affich_lignes_lot}} into the same row, and then setting the repeat logic for the entire row itself? I'd also suggest opening a support ticket with them directly and providing them a link to your template, as well as a read only invite link to your base; with direct access to both things they're going to be able to get you fixed up pretty quick!
As an example, here's how my data's setup where I created a third table called "Extra Info"
The entire row has the repeat logic here:
And the third table's field is inside that row, and has its own repeat logic:
Note how the field that loops in "Line Items" doesn't have a repeat logic setup:
Hmm, yeah could you try moving {{affich_lignes_lot}} into the same row, and then setting the repeat logic for the entire row itself? I'd also suggest opening a support ticket with them directly and providing them a link to your template, as well as a read only invite link to your base; with direct access to both things they're going to be able to get you fixed up pretty quick!
As an example, here's how my data's setup where I created a third table called "Extra Info"
The entire row has the repeat logic here:
And the third table's field is inside that row, and has its own repeat logic:
Note how the field that loops in "Line Items" doesn't have a repeat logic setup:
It was indeed a problem with the Repeat/Loop declaration in the wrong place.
Bravo and thank you very much for your help.
Best regards,
Stéphane
Hello,
Just to let you know, with Typeflow.us you don’t need to implement those hacks. Indeed, creating fields to get access to data from another table isn’t the best approach. If you need to build those hacks many times, for each PDF, you table can be clunky over the long term.
That’s why at Typeflow.us, we implement a way to keep your table clean.
Pick a linked record field
Go to option (three dots on the right)
Configure Linked Field
Select the field from your Linked record. No need to create a rollup field
If you want to go at a deeper level, you need to select another linked record
Automatically it will return all the field from this other table.
Thanks to that flow we avoid you to build rollup fields, and all the unecessary fields just to generate PDFs.
PS: Typeflow.us is a software to generate PDF based on Airtable data.
