Combining CONTENT_CONTROLLER & ROWS_CONTROLLER

Use these ConfigTypes in a complex setup with parent-child (Nested) DataSources.

A CONTENT_CONTROLLER can be the child of another CONTENT_CONTROLLER. Here we will make an example how a ROWS_CONTROLLER is the child of a CONTENT_CONTROLLER

This is quite a complex example but gives a very good overview of the power of combining and nesting DataSources and ConfigTypes

PDF Butler – CONTENT_CONTROLLER Configuration #

A CONTENT_CONTROLLER allows entire sections of a Word document to dynamically repeat based on records returned from a Data Source.

This configuration is especially useful for:

• Nested repeating sections
• Parent/child relationships
• Dynamic document structures
• Complex table layouts

1. Create the Repeating Sections in Word #

Before configuring PDF Butler, the repeating sections must first be created in the Word template.

Create the Parent Content Controller #

1. Open the Word document.
2. Select the entire section you want to repeat.
3. From the Developer tab, create a Repeating Section Content Control.
   
4. Open Properties.
5. Enter a Title for the content control.
   

Create Nested Content Controllers #

1. Inside the parent content section, select another subsection you want to repeat.
2. Create another Repeating Section Content Control.
   
3. Open Properties.
4. Enter a title for the nested content control.
   

Create Repeating Table Sections #

1. Select the table rows or lines that should repeat dynamically.
2. Create another Repeating Section Content Control.
   
3. Open Properties.
4. Enter a title for the table repeating section.
   

Save the Document #

1. Save the Word document after all content controls are configured.

2. Configure PDF Butler #

Configure Nested Data Sources #

1. Create and configure all required Nested Data Sources in Salesforce.

Upload the Template #

1. Open the corresponding Doc Config.
2. Upload the updated Word document in the Doc Config Documents section.

3. Configure the CONTENT_CONTROLLER #

1. Click Add Config Type.
2. Configure the following values:

• Type = CONTENT_CONTROLLER
• Data Source = Select the appropriate Data Source
• Merge Field = Enter the merge field name (example: CarDetail)
• Remove MergeField Action Section = Configure if required
  

3. Click Save.

4. Configure Child Config Types #

1. Under the CONTENT_CONTROLLER, create Child Single Config Types.
2. Map all required fields from the Data Source to the corresponding merge fields in the document.
   

5. Configure Nested ROWS_CONTROLLER #

1. Under the first CONTENT_CONTROLLER, create a new Child CONTENT_CONTROLLER Config Type.
   
2. Under this new Content Controller, create another Child Config Type.
   
3. Set the Type to ROWS_CONTROLLER.
   
4. Under the ROWS_CONTROLLER, create a new Single Child Config Type.
   
5. Configure the required merge fields and mappings.

6. Generate and Validate the Document #

1. Save the Doc Config to Server.
2. Generate the document from Salesforce.
3. Verify that:
   • Parent sections repeat correctly
   • Nested sections populate properly
   • Table rows repeat dynamically
   • All merge fields display the expected values