Parent and Child row information with Document Builder?

Brent.Taylor
Brent.Taylor ✭✭
edited 11/21/23 in Add Ons and Integrations

Anyone found a way to access Parent and Child row information with Document Builder?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Brent.Taylor

    I hope you're well and safe!

    Can you elaborate?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • James Keuning
    James Keuning ✭✭✭✭✭

    If you want to incorporate information from the parent row, or from children rows, in a document, you can use the PARENT and the CHILD formulas. If you are on the parent and want to bring in information from children rows, you probably want to use COLLECT and JOIN.

    So add a column with the Parent formula in it. Then use COLLECT to identify the relevant values where the Parent field matches your parent document, and use JOIN to join them in one field.