Outputs child objects that are 3 or more levels below the master object. The maximum depth is 5 levels.
*This feature is available in Office File Creator Pro.
Overview
Examples of Use
- Output a list of Opportunity Products (third-level grandchild objects) related to the Opportunity related to the Account.
Required settings
- Merge Fields Settings
- OFC_Child Object Option Record Settings
Determine Child Relationship Name
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
Products1
OpportunityLineItems (When outputting the three-level hierarchy of Account - Opportunity - OpportunityLineItem, the child relationship name "OpportunityLineItems" of the OpportunityLineItem is also available.)
Merge Fields Settings
Set the merge field in the template file in the form of {!Child Relationship Name.Field API Name}.
e.g. {!Products1.ProductName}
OFC_Child Object Option Record Settings
Open the OFC_Child Object Option record detail page.
Reference: Create OFC_Child Object Option Record
Name: Enter any name. e.g. Products
Child Relationship Name: Enter the child relationship name. e.g. Products1
Enter the field values in the "(Pro) Advanced Relationship Settings" section.
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.
Refer to the following for cross-object formulas.
Use cross-object formulas to display parent/reference object fields in merge fields
Setting Example
Example 1: Master object is Account, second level is Opportunity, third level is OpportunityLineItem
Object API Name: OpportunityLineItem
Master Object Id Field API Name: Opportunity.AccountId
Example 2: Master object is Customer__c, second level is Billing__c, third level is BillingDetail__c (the API name of the lookup field from BillingDetail__c to Billing__c is Bill__c)
Object API Name: BillingDetail__c
Master Object Id Field API Name: Bill__r.Customer__c
Reference
Use cross-object formulas to display parent/reference object fields in merge fields
Output records of grandchild objects (3 levels) to documents