When creating templates in the Elements app, it is important to note that most field types can be inserted as dynamic fields on design assets. However, there are some exceptions. Below is a list of supported and unsupported field types as well as specific guidance for using reference fields in Elements app templates.

Single-Line Text

Multi-Line Text

Number

Yes/No

Dropdown

Date

Currency

Attachment

Reference

Formula

Rollup

Lookup

Created At

Updated At

Dropdown Multiple

Reference Multiple

Formulas offer an alternative solution to enabling dropdown multiple and reference multiple data in Elements App templates. This can be achieved using the following formulas:

Dropdown Multiple:

The SUBSTITUTE formula automatically converts the data stored in a dropdown multiple field to a list separated by a delimiter of your choice. This example uses the pipe symbol “ | “ as a delimiter.

SUBSTITUTE({Dropdown Multiple Field Name}, ",", " | ")
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The REFJOIN formula performs the same operation for reference multiple field types. This example uses a comma as the delimiter.
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REFJOIN({Reference Multiple Field Name}, ",")

Elements app references are limited to pulling one level of data from another table. In order to access a second tier of referenced data, you will need to create an additional reference field in the table that corresponds to the template.
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For example, the below images highlight referenced record data from three different tables: Case Studies, Professionals and Thought Leadership. The desired outcome is to pull and include Title information from the Thought Leadership table. Since this is a multi-tiered reference, the Elements app will not support the current structure.

An alternative would be to create a new field in the Case Studies table that directly references the Thought Leadership table.

This approach enables any underlying data (with the exception of dropdown multiple and reference multiple fields) in the Thought Leadership table to be pulled using an Elements app template.

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.