Data Merge - Table (Related) Filtered

Applying a filter to merged tabular data

1. See the below link for instructions to set up a basic merged data table.

Data Merge - Related List

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1. Enable Add Filter for the field you want to filter, and enter the filter condition.

   This filters the data for records where the value matches the entered text.

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1. Click Confirm.

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1. The merged data field appears in the form {{!label}}.

   Just like the unfiltered table, you can see real data when you preview or generate a document using a real record.