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How do you access Relational Fields with the Document Publisher?

I am trying to get the customer's address when running a document publisher template against a project.

Alex Burkhart Answered

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Hi Alex,

Try using:

 
!field=Project.CustomerLink !relationfield=Entity
 
And then
!field=CustomerLink.Customer.BusinessAddress
 
Please let me know if that worked.
 
Good luck!
Tamir
Tamir Avital 0 votes
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Hi Tamir,

I got the following error from Clarizen:

An error has occurred (ref: 851eff00-3cb5-469f-a1fe-047500999d1e).
Error: Entity 'Project' does not contain the field 'customerlink' (InvalidField)
Reference Id: tAAs8wPqYtlyLiJcI0uOI

Here is the template I used for reference. Was this working for you?

Alex Burkhart 0 votes
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Hi Alex,

 

Is it possible that you used { instead of [ in your comment?

 

Thanks,

Tamir

Tamir Avital 0 votes
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When I use square brackets instead of curly braces, I get no error, but the document I get back from Clarizen is empty. There is no table or text. The Project's Customer has an address in the Business Address field.

Alex Burkhart 0 votes
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Hi Alex,

 

The attached example worked for us.
Please let me know if that worked.

 

Good luck!

Tamir

Tamir Avital 1 vote
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