One of the limitations of Advanced PDF is that for each line in the transaction record, it can only read the fields that are explicitly on the transaction record. It cannot traverse over to the item record and read those fields.
We can source item fields on Advanced PDFs by adding those fields to transaction records.
- Create a new transaction line field. Make sure the Type matches with the new item field.
- Under Sourcing & Filtering, select Item from Source List, and select the field you wish to copy under Source From.
- Under Validation & Defaulting, tick “Formula,” and enter the field ID for the original item field, surrounded by curly braces.
- Save your new transaction line field and apply it to forms.
Once you’ve completed the steps above, on new transaction records that are created, your desired item field should appear with automatic sourcing from the item record. Now that that piece of the item record’s data is explicitly available from the transaction record, you may use the ID on Advanced PDFs.