System Administration
System Administration
Why can't I see fields from linked records in the variables list when trying to configure an email template for a form?
Fields from linked records, such as those in a RECORDLINK
or REVERSE_RECORD_LINK
field, can be included as variables in an email template. For these fields to appear in the list of available variables, they must first be configured to be displayed as columns in the linked record's table on the parent form. 1
To make a field from a linked record available in an email template:
- Open the parent form in the form editor.
- Locate the
RECORDLINK
orREVERSE_RECORD_LINK
field that links to the subform. - Edit this field's configuration.
- In the Record Link Table Column Editor, add the specific fields from the subform that you want to display as columns in the table.
- Save the form configuration.
Once a field is configured as a column in the linked record table, it will appear in the "Add Variable" list in the email template editor, typically prefixed with the name of the linked record's form (e.g., "Field: [subform] / [field_name]"). 1