Data Merge - Table (Related)

Merge tabular data into your document from a related object.

  1. Add the Table (Related) component.

  1. Select the Object which contains the data you want to insert.

  1. Select the fields to include.

  1. If you need to set the data type, choose an option and click Confirm.

  1. Click Apply.

  1. Select the appropriate option and click Confirm.

  • Numbering: Automatically numbers table rows

  • Sum: Displays the sum total of this field in a row at the bottom of the table

  1. The merged data fields will appear in the form {{!label}}. The editor will only show you these labels, but you will see the merged data when using the preview or when generating documents from real records.

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