What I’m trying to achieve is, I have a table of Opportunities, and I want to create one giant table for export that has a column for each Borrower related to the Opportunity. Borrowers are Child records to the Opportunity. One borrower is a Primary Borrower, if there’s a second they are a Co-Borrower.
Can you allow values in the conditional merge syntax, eg. is there some way to use {{#BorrowerRole__c}} with a value like “Primary Borrower” to mean that “If BorrowerRole__c = Primary Borrower” then show me {{BorrowerName__c}}?
Maybe there’s some way to do this in the XML? I’ve also posted an Idea that would solve my issue here: https://community.skuid.com/t/multiple-child-records-on-a-model
Question
Conditional merge syntax with values
+11This topic has been closed for replies.
+11For the record, I found a solution by using {{#ChildObject.records.0}}{{ChildObject.records.0.ChildObjectField}}{{/ChildObject.records.0}}
And then I can sort by Borrower Role to ensure that record 0 is always Primary and record 1 is always Co-Borrower
h/t to this thread: https://community.skuid.com/t/can-we-export-both-parent-and-child-records-from-list-vi…
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