Data Merge - Table (Related)

Merge tabular data into your document from a related object.

1. Add the Table (Related) component.

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1. Select the Object which contains the data you want to insert.

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1. Select the fields to include.

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1. If you need to set the data type, choose an option and click Confirm.

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1. Click Apply.

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1. Select the appropriate option and click Confirm.

• Numbering: Automatically numbers table rows

• Sum: Displays the sum total of this field in a row at the bottom of the table

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1. The merged data fields will appear in the form {{!label}}. The editor will only show you these labels, but you will see the merged data when using the preview or when generating documents from real records.