4 Replies Latest reply on Oct 30, 2013 7:11 AM by philmodjunk

    Take values from a layout and add to another layout

    RobertRichmond

      Title

      Take values from a layout and add to another layout

      Post

           Hello all,

           I am sure this is simple, but I haven't got any idea on how to do it? I have a layout which has a letter in it.  Using Merge Fields it adds specific information to the layout.  This is a preview area where the user can see all the information which will be added to the letter.

           What I would like to do is to take the fields and add them to another layout which will be in the format of a proper letter, then generate a PDF.

           What I'm not quite sure how to do is to take the data in a field, and move it into another layout as they are not database fields. They are text fields with merge variables in them. 

           I believe this is the best method to do this as they may change the letter template over time which would then affect the PDF created.

           Any ideas?