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Lookup Fields

Displaying lookup fields in Documint

A lookup field allows you to pull record contents from one linked record into another linked record. As a reminder, linked relationships can be either within the same table or across two separate tables.

Displaying on a single line

Displaying on multiple lines

  1. Drag the lookup field token to the template

2. Click Edit Logic on the left panel and edit Repeat/Loop

3. Add the lookup field name in the List Field box and Save

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