Data Merge - Table (Related) Grouped

Grouping tabular data from another object

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

Data Merge - Table (Related)

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1. Enable Group in the field you want to group the records by, and click Finish. **Set the relevant options for the other fields, then 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.