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.

pageData Merge - Table (Related)
  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.

  1. Click Confirm.

  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.

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