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    Sorting Records in a Table

    Status: Not Validated

    TOPIC
    How to sort records in a table.
    INSTRUCTIONS

    Create relationships between Salesforce objects.

    If all the data you need for your document isn't stored on the object on which you base your Document Package, you can create a Salesforce Object relationship to pull additional data into your documents. Once you have a Salesforce Object relationship in place, you can manipulate or add data to it by adding a filtering or adding an alias. 

    Example

    Below is an example of a custom relationship between the Account object and the Calls custom object. We are going to use a relationship record to link the Account object to the Calls object, so we can successfully bring the Call records into our document.

    Add Salesforce Object relationship

    You can add a Salesforce Object relationship between two Salesforce objects.

    To add a Salesforce Object relationship

    1. On a Document Package, from Relationships, click New Relationship.

    2. On Relationship Edit, fill in all necessary information. You can find a description of each field required for a Salesforce Object relationship below.

    • Type – This is the type of relationship you are trying to establish.

    • Related By (What you have) You must select your existing Document Package object in this field.

    • Relationship (What you want) - You must select the object which you want to relate to your existing Document Package object.

    • Related By Field - You must select the method by which the relationship exists..

    • Copy Type - This determines how records within your related object will be merged into your document. If "Row" is selected, a row will be created within a table for each record in your related object. If "Table" is selected, a new table will be created for each related record in your related object.

    • Delete Table - Selecting this checkbox will delete your entire table if your related object contains no records.

    • Order Relationships By - This field determines the order in which your related object records will be inserted into the document. We alphabetically sort the order of your records within your related object based on the field selected here. If "None" is selected, we automatically sort related records by the "Name" field.

    Tag your template

    Once you have successfully set up your Salesforce Object relationship, you can access the related object information located inside of your field tagger. 

    • Document Type - First you must select what kind of document you are using. This changes the kind of tags that are returned to you.

    • Main Object - Because a relationship has been established, you should now see your related object in the list of "Main Objects". Choose the new related object to access the object's fields.

    • Field - This dropdown provides you with a list of all fields within your related object. Choose which field to include in the document and a field tag will be returned to you.

    • Field Tags - Your field tag is produced here. Copy this tag and paste into your document where you would like to see the information appear.

    • Replication Tag - If you wish to produce rows or tables for each record in your related object, you must add the replication tag to your table where the related object tags begin. From Field, select Replicate Row to get the start tag for row replication.

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