Documill Dynamo
Breadcrumbs

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:

image-20240109-093108.png


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

image-20240109-093128.png


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

image-20240109-093141.png


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

create-a-new-list-item.png

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:

image-20240109-093238.png


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