Skip to main content
Nintex Community Menu Bar
Question

Field tags from object that is indirectly related to main object

  • January 18, 2023
  • 1 reply
  • 46 views

Forum|alt.badge.img+1

In DocGen, I have set my main/starting object as a custom object 'LMS'. It has a lookup relationship to an 'Opportunity' record, which I have set up a relationship for. However, I also want to pull in fields from other 'Property' and 'Contact' objects which have a lookup relationship with the related opportunity. 

Although my document was successfully generated and I used standard Contact and Property field tags are generated in the field tagger, it did not pull in data from my related 'Property' and 'Contact' records. How do I pull fields from these indirectly related records?

1 reply

natsu_docs
Nintex Employee
Forum|alt.badge.img+8
  • Nintex Employee
  • 37 replies
  • February 7, 2023

For any lookups to lookup relationship, you’ll have to use either stand alone data or SOQL to grab the data. You can follow instructions on how to do this here: 

 

Thanks!