
hi there!
nice work getting it this far! let's see about getting those lines to go too....
can you try:
1. trigger when a record is created for invoice header
- initialize a variable - call it invoiceID to store the invoiceID
2. then list invoice lines
- use an action "List Records" to retrieve all the lines from the salesinvoicelines table
apply the filter query to get invoice lines related to the invoiceID we stored in the variable
3. then do a LOOP and add "apply to each" loop to process each line retrieved from the step above
- use the GET RECORD to retrieve detailed information for each line found with that invoiceID
4. add data to excel using "add row into a table"
- then add each invoice line's data to the table in excel
hope this helps some!