Just as row, repeat entire tables. You can repeat these tables or add criteria to show or hide the table.
Example: #
In the above screenshot- Product name, quantity, list price and total price for each product is repeated. So we can make use of TABLE Configtype to generate as above in your document.
- Create Data Source with SOQL type and returns List of sObjects and form a query with all required fields
- Create Doc Config of type Main Word Document
- Open PDF Builder and add your Data Source, download the template with merge fields here and upload it in the Doc Config.
- Create Configtypes as below
You can choose the spacing between the tables from the options shown below while creating TABLE ConfigType
- Create TABLE Config type for Start field of the table, in this example that mergefield is “repeat” . Since we do not want to show this merge field, you can select “merge field only” in “Remove Mergefield Action
Create child SINGLE Config types for that TABLE Config type for each column in the table(Product Name, Quantity, ListPrice, TotalPrice in this example)
- You can add any criteria rules to your configtypes depending on your requirements.
- Generate document from any opportunity record(with products) after adding DocConfig Id in the opportunity layout
