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For the complete documentation index, see llms.txt. This page is also available as Markdown.

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 - Related List

  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.

  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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