Mail merge for cross-ref to leveled app
Hello, can anyone advise on how to refer to specific fields in a mail merge template to get at different levels in cross-reference to a leveled app?
The target cross reference is named "Organizations" that is in an application named "Organizations". Organizations has seven levels named: Level 1, Level 2, etc. I want to pull a single field from each of the seven levels, yet I appear to be missing something. How do I specifically isolate the field that is in each level?
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Have you downloaded the mail merge template creator 2.1 tool? If not , I would do so.. it is very helpful for troubleshooting the template. It will help you add fields within XREF on your layout. You also can extract a sample template for you to use to test..
No, the issue I'm having isn't about adding fields, it's about being able to reference every level properly.
App A has a cross reference to App B which has 7 levels. Any given record in App A can be linked to a single record in any one of the 7 levels in App B. I can easily pull the value of a field from App B when the relationship is to a record in Level 1, but it's the linkage to the other levels that I seem to be missing something on.
App A cross-ref field alias = Organizations
App B level aliases are Level_1, Level_2, etc.
So, I can successfully pull a field from Level 1 when App A is related to a record in App B at Level 1 with this:
But when I expand this to attempt to capture data where the relationship between App A is with Level2 in App B, I get no data back.
Chris, currently Mail Merge doesn't work for a Cross-Reference Field configured to reference all levels of a leveled Application. Check out this KB Article: https://community.rsa.com/docs/DOC-46568. To be added to the list of customers requesting the Enhancement detailed in the article, contact Archer Support.