Outputs child objects that are 3 or more levels of the master object. The maximum output hierarchy is 5 hierarchies.
*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
Merge Fields Settings
Set the merge field in the template file in the form of {!ChildRelationName.FieldAPI Name}.
e.g. {!OpportunityLineItems.ProductName}
OFC_Child Object Option Record Settings
Open the OFC_Child Object Option record detail page and enter the field values in the "(Pro) Advanced Relationship Settings " section.
Reference: Create OFC_Child Object Option Record
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
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
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