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Re: AIRTABLE and DOCUMINT, more level

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Stefopen
4 - Data Explorer
4 - Data Explorer

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?

Thanks for your help!

Translated with DeepL.com (free version)

5 Replies 5

Hey @Stefopen,

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

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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
Screenshot 2024-11-20 at 9.08.58 PM.png

Screenshot 2024-11-20 at 9.09.01 PM.png

 

Template variables on Documint:

Screenshot 2024-11-20 at 9.10.01 PM.png

Each element's logic editor: 

Screenshot 2024-11-20 at 9.10.07 PM.png

Link setup:
Screenshot 2024-11-20 at 9.11.02 PM.png

Doc setup:

Screenshot 2024-11-20 at 9.15.14 PM.png

Generated PDF from button:

Screenshot 2024-11-20 at 9.15.01 PM.png

 

    

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.

Capture d’écran 2024-11-20 à 16.35.52.pngCapture d’écran 2024-11-20 à 16.36.14.pngCapture d’écran 2024-11-20 à 16.36.34.pngCapture d’écran 2024-11-20 à 16.37.04.pngCapture d’écran 2024-11-20 à 16.38.34.png

In my example (below), the rows: {{num_lot_line_cde}}
are not displayed in the generated PDF.

Capture d’écran 2024-11-20 à 16.35.52.png

Capture d’écran 2024-11-20 à 16.36.14.png

Capture d’écran 2024-11-20 à 16.36.34.png

Capture d’écran 2024-11-20 à 16.37.04.png

Capture d’écran 2024-11-20 à 16.38.34.png

ChishGayle1
4 - Data Explorer
4 - Data Explorer

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