You are viewing limited content. For full access, please sign in.

Question

Question

Question about handling Dynamic Fields in Templates - Need Multi-Directional not Sequential

asked on September 1, 2015

If I have an external table such as

 

First-Name, Second-Name, Post-Code, State, ClientID

 

It seems that I can only filter the dynamic fields by a key or parent column in the external table.

 

Ie - I set the external table up against the ClientID because that is the usual method in which this data is populated in the Template mostly.  

 

When a document is imported (say PDF by drag and drop), the template selected and ClientID is input the other fields populate automatically and correctly.

However, in the event that the ClientID is not known and the selection of the template criteria is desired to be by another of the fields it is found that none of the fields are filtered or populated in the drop-downs such that, for example, the results for possible ClientID, First and Second-Name and Post-Codes can be filtered by the State Column from the dynamic external table.

I take it from my reading that this is the expected behaviour and the process is defined as sequential by being oriented toward a key field (ClientID) and in the absence of this key field the dynamic content elsewhere in the template fields from the external table/dynamic data is not available.

Is there some way that the data can be populated across multiple fields from the external table in such a way as to be able to narrow results and auto-complete the template by any of the other fields.

Regards,
Will

0 0

Replies

replied on September 17, 2015

Dynamic Fields can populate data from multiple parent fields. You can set it up for when the first parent field as the same value, you have to filter by a 2nd field, or even more fields. However, the 2nd parent field values will only populate after selecting something in the first parent field. There is no way to leave the first parent field empty, but filter by the 2nd parent field. It has to rely on what you chose for the first one. 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.