Data Merge - Table (Related) Grouped
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 clickFinish
. **Set the relevant options for the other fields, then clickConfirm
.
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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