How to hide or filter a table row based on related list data (Legacy)

This article instruct you how to hide a table row by filtering the related list or add condition to the row.

Filter the line item in related list tag

The most straightforward option to hide table rows based on some condition is to filter out the line item that is not matched with your criteria. Thus, you can optimize the speed to generate data and create the document since Documill Dynamo doesn't have to go through all unnecessary data. Step by step instruction below:

Select the table body

In the breadcrumbs, select Row or Table Body (depends on where you mapped the related list), which has the blue color

Select Tag in the right pane, in Attributes tab, you should see the blue mark next to Logic

Click to Logic

Select the relatedList tag to see the tag's attributes

Select the "..." icon in where attribute

The Fields popup allows you to select fields in the relatedList and filter them

Select the field and add your filter criteria using SOQL syntax

Click OK

Now Documill Dynamo will generate data from the relatedList based on the specified criteria. Unqualified line item will be skipped and not be processed neither printed to the document.

To learn more about SOQL Syntax: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_conditionexpression.htm

Hide the row using If attribute

In some case, you may want Documill Dynamo to process all the line item data, but not to show them in the table. Thus, instead of adding the where condition in relatedList tag, you can add a If condition in the Row element.

Click to the table and select Row in the breadcrumbs. The selected Row should be the element where you mapped relatedList data.

Select Tag in the right pane, then select Attributes tab

Select the "..." icon next to If attribute to add the condition you want to use. The Data Source should open the list of fields in from the related list.

Learn more how to add If condition here