I cant get the values from this field "custrecord_ilo_bank_account_name" from a custom list related to vendor
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varonaPTX
05/03/2022, 3:21 PM
You have access only to a limited number of joined records in the PDF renderer. Usually custom fields come through but I don't think you can arbitrarily connect to joined records through those "pointers"; the list of available records is in the Advanced Template Field Reference found in the User Guides in the Help.
varonaPTX
05/03/2022, 3:22 PM
If you want to get fields from those records, you'll probably have to source them on to the record itself (hidden) as a custom fields, then reference the fields in the PDF template. We have used this successfully with several clients.