Output 3 or More Levels of Child Records

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

 

 

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 Relation 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 {!ChildRelationName.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

 

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