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How to add on Advanced PDF Template for Saved Searches Header Fields

edited Jun 2, 2025 2:32PM in Ask A Guru 4 comments

Hello.

I created an Advanced PDF template for a saved search. However, I am unable to add fields to the Header section of the template. The fields are evaluating to null or missing even though the fields are in the saved search with data. The fields are showing correctly in the table in the PDF template but the same field is evaluating to null in the header or anywhere outside the results table. Tried result.xxxxxx, record.xxxxxx, entity.xxxxxx but no luck.

Would appreciate any pointers.

Thanks.

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