How to combine multiple elements for one Related List (Legacy)

This article will show you how to group multiple elements and present the content in a Related List with different formats.

1. Create a Group element

In the document template workspace, click to the Group button to insert a group.

The breadcrumbs will show:

You can select the Show Blocks button on the editing toolbar to see the template structure better:

2. Add content inside the Group element

Add heading, paragraph text or table to the template normally. Just ensure all the content you want to be replicated with the Related List are wrapped inside the Group, showing as DIV in the template structure

3. Map the Related List to Group element

In Data Source tab, Salesforce, click the Related Lists, select the list you want to add

Assign the Related List to Group

The Group element in breadcrumbs will turn to blue

Drag and drop Salesforce fields from the Related List to the right position in the template

4. Leave the Group element

When you are inside a group element, click Enter will create a new paragraph a element nested to that group.

To continue the template design outside the Group element, hover your mouse to the bottom of the group, a blue line will appear, select the line to Insert a paragraph after the Group

See more use cases for adding Related List to template