Link between different documents

Templates
,
9

Hi @lieels01,

To feed information from Template A to Template B you have 2 options:

a) Access data stored in the database

If the agenda points are set up as input fields, you can access them directly in Template B like this:

Let’s assume you have this on Template A:

{% input custom.agenda.points as:boolean %}

Then in Template B you can retrieve the data from that variable like this:

{{ period.reconciliations.template_b_handle.custom.agenda.points }}

You can also do this if you want to be able to edit the same variable in both templates:

{% assign agenda_points_boolean = period.reconciliations.template_b_handle.custom.agenda.points %}

{% input agenda_points_boolean as:boolean %}

b) Use results to access data that is not stored in the database

If the data you want to retrieve from Template A is a series of calculations that are not stored in the database, you can use the result tag to fetch the values like in the example below.

Let’s assume you have the following code in Template A:

{% assign tax_rate = 0.2 %}
{% input custom.current_year.revenue %}
{% assign total_tax = custom.current_year.revenue*0.2 %}
{% result 'total_tax' total_tax %}

Then in template B:

{{ period.reconciliations.template_b_handle.results.total_tax }}

To learn more about results, please take a look at the following community case.

I hope that helped,

Best,
Borja