Document Template Table field

[gerski]

Just installed Document Templates to instance, upon creating a new PDF template record as sample for testing, there's no value inside "Table" field. Only "--None--." How to add necessary tables here? Just wanted to test

[harishk07]

Hi @gerski 

Looks like no tables have been made accessible for use with document templates in your current application scope. Document Templates rely on cross-scope permissions to show tables in the dropdown. By default, only globally accessible tables or those explicitly configured to be shared with your app scope will appear.

Enable cross-scope access:

• Go to System Definition → Application Cross-Scope Access.

• Create a new record:

  • Source: Your current application scope

  • Target: table name you want to see

  • Permissions: Read 

• Save — refresh the Document Template form. the table should now be selectable.

Kindly mark as Helpful / Accept Solution if this answered your question.

[AbinC]

Hi @gerski ,

It appears that no tables are currently accessible for use with document templates in your application scope. Document Templates rely on cross-scope permissions to display tables in the dropdown list. By default, only tables that are globally accessible or have been explicitly configured to be shared with your application scope will be available.

To enable cross-scope access for the tables you need:

1. Navigate to:
   System Definition → Application Cross-Scope Access

2. Create a new record with the following details:

   • Source: Your current application scope
   • Target: The name of the table you want to access
   • Permissions: Read

3. Save the record.

4. Refresh the Document Template form. The table you configured should now appear in the dropdown and be selectable.

If this resolves your issue, please mark this response as Helpful or Accept Solution.

Best Regards

Abin 

[Ankur Bawiskar]

@gerski 

are you in correct scope?

That scope has tables in it.

share screenshots.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[gerski]

Should I remove the DocumentTemplateTableChoiceScript ?

I can't modify it, i need permissions.

I was in global scope, but the tables are still not visible.