Data Merge - Table (Related) Grouped
Grouping tabular data from another object
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Grouping tabular data from another object
Last updated
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See the below link for instructions to set up a basic merged data table.
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.
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.
