How can you access Proof ID in the document report to add it into prompts
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Hi @IvanBebek-iX ,
We have a dashboard where we have document repated information submissions for legal and compliance approvals. However some fields also need to be a part of document form to be appearing in the report. Proof ID is passed as a reference to search the correct document. I was wondering if we can have a mapping between document ID and proof Id, and use this as a custom prompt for searching the right record in the report.
Hi @NishaPatel,
I am struggling a bit to understand how would this work, you would input Proof ID and then find document for that proof, where is the value there?
Also I have checked the default options when creating and it seems like Proof ID is not available.
Could you maybe describe a use case, so we can see if there is any other approach possible. Thank you for your time.
Best regards,
Ivan
Hi @IvanBebek-iX ,
We have a dashboard where we have document repated information submissions for legal and compliance approvals. However some fields also need to be a part of document form to be appearing in the report. Proof ID is passed as a reference to search the correct document. I was wondering if we can have a mapping between document ID and proof Id, and use this as a custom prompt for searching the right record in the report.
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