Publicado Mon, 21 Jan 2019 20:24:01 GMT por Seth Jaco

We are needing to configure a document relation between 2 doctypes and a single field. However, on one doctype (Asset) the field is set to a keyfield and on the other doctype (Invoice) it is set to a text field. 

I have created a relation, where you search for an invoice, once you have an invoice I can see my relation for the Asset doctype. I click on it but do not get any results. I have attached a screen shot of my document relation

 

https://www.docuware.com/sites/default/files/forums-images/docrelation.jpg

Publicado Tue, 22 Jan 2019 14:01:21 GMT por Josef Zayats

Seth, I have exactly the same need and seemingly the same configuration as your screenshot - and  it is working for me. If you are getting empty result list for the related documents, I'd check your data : is the value of the field exacly the same in both places? check for extra trailing spaces. I suggest you search for an invoice, do 'Edit Index Entries' and from that dialog copy value of the Assets# text filed and then paste it into the Assets# keyword field of the search dialog for another fFCand see if it finds anything.This should produce the same result as your relation link.

Again, exactly the same configuration works for me.

Publicado Wed, 23 Jan 2019 14:02:00 GMT por Phil Robson

Actually, I was just advised by product that relating to keywords does work as Josef has outlined. I must have missed that update in the documentation. Seth if you cannot get it working open a support request and we'll assist you.

 

Phil Robson
Senior Director Support Americas

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