Skip to main content
Skip table of contents

Assigning Related List to Element

How to assign a related list to other elements than table:

Output

A related list can be displayed in other elements than table, such as a numbered/bulleted list, in paragraphs or groups like below:

related list output.png

How to create a numbered or bulleted list of Related items

Following these steps to map a Salesforce related list into a list or multi-level list in your template:

  1. Click the button Insert/Remove Numbered List or Insert/Remove Bulleted List on the editing toolbar.

    In the breadcrumbs, elements of created list will have two elements: parent list (Ordered List/ List) and List Item.

image-20240119-065659.png
image-20240119-065921.png

  1. In Data source panel on the right, select an existing list or add a different related list. Click on the target list and the app will askto assign the list or create a new table. Choose ‘List Item’

image-20240119-070207.png

  1. Drag and drop fields from Related List to the target list items in the template. Check the breadcrumbs to ensure that the new span is created as a child element of List Item

    image-20240119-070630.png

    Create multilevel list

  2. Press Enter to create a new list item, then click Increase Indent button in the toolbar. The button will then be greyed out. The newly created list item after being indented becomes a child element (see breadcrums). The second level can be changed to another list type.

image-20240119-070846.png
  1. Continue to drag and drop fields from the same Related list to the child list. The expected output will be a multilevel list with product names and their corresponding price and quantity.

image-20240119-071101.png

How to create a paragraph for each Related List item

  1. Place the cursor on a free blank space, and the breadcrumb indicates that is in a paragraph

  2. Click on the attached related list from the right panel

  3. Choose assign to ‘Paragraph' and start to drag and drop a field into the paragraph

    image-20240119-071618.png

  4. Add more fields to the paragraph:

    • When the cursor is inside the span, all spaces and texts are highlighted blue and will not show in the generated file. Thus, make sure that you ‘leave’ the span by Append Space before adding any texts or fields.

    • Leave the dynamic span by placing the cursor onto the field, then clicking Append Space on the Element panel on the right

      image-20240119-071952.png
    • Continue to add texts or map fields to the paragraph as desire.

How to create a group for each Related List item

  1. On the left panel of the template builder, choose Components tab > Group in Layout to create a Group element in the template. Inside the group, several paragraphs can be created when press Enter.

image-20240119-072207.png
  1. Assign the related list item to the created Group

image-20240119-072422.png

  1. You can now map fields from a related list by drag and drop fields into paragraphs inside the group.

image-20240119-072602.png

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.