CONTENT_CONTROLLER

Want to replicate a block of information. You can do this with a TABLE but also with a CONTENT_CONTROLLER.

1. Enable Developer Tab in MS Word #

Before creating repeating sections, enable the Developer tools in Microsoft Word:
Show Developer tab

1. Open your Word document.
2. Click File → Options.
3. Select Customize Ribbon.
4. Enable the Developer checkbox.
5. Click OK.

You will now see the Developer tab in the Word ribbon.

2. Create a Repeating Section in Word #

1. Go to the Developer tab.
2. Locate Repeating Section Content Control.
   
3. Select the portion of the document you want to repeat (e.g., a table row or section).
4. Click Repeating Section Content Control.
5. Save the document.

3. Configure in Salesforce (PDF Butler) #

Create Required Records #

1. In Salesforce, create a Data Source (e.g., Opportunity Products).
   
2. Create a Doc Config.
   

Configure in PDF Butler Editor #

1. Open the PDF Butler Editor from the Doc Config.
2. Add the Data Source you created.
3. Upload your Word document in the Doc Config Documents section.

Add Content Controller #

1. Click Add Config Type.
2. Select CONTENT_CONTROLLER.
3. Link it to the appropriate Data Source (e.g., Opportunity Products).
   

Configure Child Fields #

1. Create a Child Config Type.
2. Select Single.
3. Map the fields from the data source to the merge fields in your document.
   

4. Validate the Configuration #

1. Open a record (e.g., Opportunity with Products).
2. Generate the document.
3. Verify that the repeating section:
   • Displays multiple records correctly
   • Repeats the selected section for each item