When using NLTAGS/ CRMSDK tags from custom fields which are referenced/sourced from Parent records, the value from the merged document can either be:
- blank/null
- Error: field not Found
In order to pull the values correctly, you have to include the tags of the referenced fields.
For example, in order to pull NLCUSTRECORD111-1 and NLCUSTRECORD111-2, below are the steps.
Steps:
1. Navigate to Customization > Lists, Records, & Fields > Record Types > view sample Custom record : Watershed MOU
* note: Watershed MOU has 2 Custom fields that use referencing: Watershed Project Name and Watershed name
2. Under Fields tab, click Watershed Project Name to see the settings.
Settings for "Watershed Project Name".
ID: custrecord111-1
Type = Free form text
Store value = False
Show in list = True
Sourcing and Filtering
>> Source list = Job name
>> Source From = Watershed Project name
3. Still under Fields tab, click Watershed Name to see the settings.
Settings for "Watershed Name"
ID: custrecord111-2
Type = Free form text
Store value = False
Show in list = True
Sourcing and Filtering
>> Source list = Job name
>> Source From = Watershed name
4. The said fields are dependent on "Job Name" (ID: custrecord222), which is a custom field under the same custom record "Watershed MOU".
II. Check the settings of the referenced Parent custom record: Job Name
1. Navigate to Customization > Lists, Records, & Fields > Record Types > sample Custom record : Watershed MOU
2. Click Fields tab
3. Click Job Name.
Below are the settings:
- Type = List/ Record
List/ Record = Job
Store Value = False
Show in List = True
- Sourcing and Filtering:
Source List = Grantee
Source From = Associated WS Job
III. Check the settings of the sourced field Associated WS Job under custom record "Grantee"
1. Customization > Lists, Records, & Fields > Record Types
2. Click Watershed Grantee
3. Click Fields tab
4. Click Associated WS Job
Below are the settings of Associated WS Job
Type = List/ Record
List/ Record = Job
Store Value = True
Show in List = True
IV. Create a letter template with the two tags and include the referenced field NLCUSTRECORD222
1. Navigate to Documents > Templates > Letter Templates
2. Click Edit to the desired Letter Template
Note: Provided that there is already an existing Letter template with the corresponding sample source file
3. Add the following CRMSDK tags
NLCUSTRECORD111-1
NLCUSTRECORD111-2
NLCUSTRECORD222
4. Save the Letter Template
5. View any Watershed MOU custom record and do a letter merge
Actual result: The tags for NLCUSTRECORD111-1 and NLCUSTRECORD111-2 pulled the right values.
If desired result is to prevent recipients from seeing NLCUSTRECORD222, make the font color "white".
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