Exact form Plus

thanks Chayce...

Amna,  since the  RFP and Linking Table are not directly connected (my assumption)

• you should make sure you have a lookup field on the Linking Table for the Key field on the RFP table. You can pull that down via the other table relationships you have...Assuming the following relationships exist.
  • RFP-->Document Requests 
  • Document Requests-->Linking Table
    • add a lookup field to this relationship for the [Related RFP] (if you don't already have this)
    • add additional lookup fields from the Document Requests table that you want to appear in the output document as well.  Maybe [Request Name]
• In the document templates table, if you have a document template record created for the RFP table then add a new subtable using the EFP Configurator.  If not create a new document Template record and do the same.

when you select a table without a direct relationship to the parent you have to select how they should be connected.  So you are building a query to let EF+ know how to gather the data for the output document.

So now the Parent (RFP) and Grandchild table (Linking Table) are virtually connected as far as EF+ is concerned.

Now you can finish the setup, select the subtable fields from the Linking table etc. and I would group the subtable by a field that you made as a lookup from the Document requests table, Maybe [Request Name] or something like that.  Or you could just sort but that field so the linking records come out sorted by the [Request Name]

Hope this helps

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Juiced Technologies
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