Grouping tabular data from another object
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.
Group
Finish
Confirm
The merged data field appears in the form {{!label}}.
{{!label}}
Just like the unfiltered table, you can see real data when you preview or generate a document using a real record.
Last updated 2 years ago
