How to Access Related Fields in PDF Templates

👨‍💻 Development Help
1

I am creating a PDF template for the Quotes module. I want to access the name of the user assigned to the related Account.

The field I want is “$assigned_user_name_full_name” related to the Account, not the $assigned_user_name_full_name related to the Quote.

Is it possible to directly access a related field of a related module while generating a PDF?

2

Do you see Accounts:Accounts in the dropdown?

3

I have Accounts:Account in the dropdown.

However, when that is selected, I only have access to fields that are directly part of the related Account, not fields that are related to the related Account. I want to access the name of the User that is assigned (related to) the related Account.

Stated a different way I want:
(Accounts: Account) : (Users : Assigned to) → $assigned_user_name_full_name

4

I think that’s not possible to get in the Quote PDF.

5

As I don’t think I can directly pull the data in one step I found a work around by breaking the problem into two parts.

  1. Make a custom text field in the Account module
  2. Make a workflow that copies the first and last name of the assigned user into the text field
  3. As the text field is just a regular field in Account I can then read it from the Quote module.
6

That is good job! :smiley: Thank you for sharing this, it will help others in the future.