How to create a numbered or bulleted list of Related items (Legacy)
You can map Related List to a basic numbered or bulleted list like the example below:
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or combine both lists to present information clearer:
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1. Insert a bulleted or numbered list to the template
Click the button Insert/Remove Numbered List or Insert/Remove Bulleted List on the editing toolbar
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In the breadcrumbs, you will see elements created for the list
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2. Assign Related List to "List Item"
In Source tab, Salesforce, click on the right icon next to Object, select Related List
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Select the Related List you want to add
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Assign to List Item
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Drag and drop fields from Related List next to the template. Check the breadcrumb to ensure that the new span is created as a child element of List Item
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3. Create multilevel list
Click Enter from to create a new list item
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Click Increase Indent in the editing toolbar.
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You can change the second level to Bulleted List.
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Drag and drop fields from Related List to the template
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The document will be:
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To add more field to a new line, in the template, click Enter to create another bullet point, drag and drop the field there.
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See more use cases for adding Related List to template