Output Child Records in Separate Tables for Each Filter Criteria

Output child records of the same object in separate tables for each filter criteria.

*This feature is available in Office File Creator Pro.

Overview

Examples of Use

Output cases related to the Account record in separate tables for open and closed statuses.

Required settings

Determine the child relationship name used to link the merge fields to the OFC_Child Object Option record.

Naming Rules for Child Relationship Name

Only alphanumeric characters and underscores are allowed, beginning with the Roman alphabet.

Examples of child relationship names

Cases_Open

Cases_Closed

Set the merge field in the template file in the form of {!Child Relationship Name.Field API Name}.

e.g. Output child record cases in two tables

Table 1: {!Cases_Open.CaseNumber}

Table 2: {!Cases_Closed.CaseNumber}

Create as many OFC_Child Object Option records as the number of tables you want to separate by filter criteria.

Name: Enter any name. e.g. Case (Open)

Child Relationship Name: Enter the child relationship name. e.g. Cases_Open

Filter Criteria Field API Name: Enter the field API name for filtering child records. e.g. ClosedDate

Filter Criteria Operator: Select the operator for filtering child records.

Filter Criteria Value: Enter the value for filtering child records.

Object API Name: Enter the object API name of the child object. *Not a child relationship name.

Master Object Id Field API Name: Enter the cross-object formula that references the master object Id.