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Printing Parent and Child Custom Records
Hi,
We have set up two custom record types - one is a support contract/extended warranty type record, and the other is items covered under that support contract. So it's kind of like a transaction in that it has the main header fields and an attached list/sublist.
We know how to create a custom PDF Template of our own design (in this case a 'certificate' of sorts) that uses CRMSDK tags to fill in information from the record before saving the PDF, but I can't figure out how to include the child record information on the PDF. Basically we want to print the items covered on the contract...there could be anywhere from 1-10 child records attached.
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