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May 27, 2020 at 06:16 PM

Account Summary Form Template - Build a table with Partner Info (custom fields)

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Hello,

I am looking for a way to create a table showing info on the account partners in the Account Summary Form template.

So far I've been trying to add a column to the Relationships table, as it already has some standard info on the account partners (Relation type, name, address).

account-relations.png

account-summary.png

The info I am looking to add is a custom SDK field "N° Ordinal" :

n-ordinal.png

However, I cannot find a way to display the N°Ordinal for each account partners in the table. My attempts so far have only resulted in the same value being displayed in all rows.

Any ideas ? :)


Best regards,

Attachments

account-summary.png (236.0 kB)
n-ordinal.png (74.2 kB)