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What type of relationship should I use for a lookup field that looks up to another record on the same object?


I need to include fields in a DDP from a record that is related to the DDP object via a lookup field.  The DDP object and the lookup object are the same.

So if the DDP object was record__c and the lookup field was partner__c that looks up to record__c as well, I'm trying to get the fields from partner__r.record__c.

Thanks.

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Best answer by ryan_oleary 27 May 2016, 01:39

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Hi Carl Erickson

We have documentation on creating a lookup relationship and using the field tagger with a lookup field.

Lookup Relationships: http://help.nintex.com/en-US/docgen/docservices/#LOOP%20Document%20Services/manageDDP/Lookup%20Relationship.htm?TocPath=…

Cheers,

Ryan

Thanks Ryan.  Just wanted to update that my issue was specifying the lookup record on the button incorrectly. 

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