salesforce display master record data on child

#Salesforce display master record data on child how to#

Can only contain underscores (_) and alphanumeric characters (a - z, A - Z, 0 - 9).Also, a new tag is created using the name you enter for the Alias field. This field helps you differentiate filtered relationships from one another. The table below shows common fields shared between relationship types: Section Many relationships use the same fields (for example, Alias) when creating or managing relationships. Table + Row (Slide Replication + Row in PowerPoint).Hierarchy: Creates slides with a levels of relationships based on field type. Starting Objects (only from parent relationships) Group: Duplicates tables that are grouped by field type. Row: Allows the data from the Relationship to be presented in rows that have unique data in each row. Table: Allows the data from the Relationship to be presented in tables. Section: Allows the data from the Relationship to be represented as sections within Microsoft Word. See the table below for details on Repeat By options and their supported template types, and relationships. You can use repeat by options to build replication tables, groups of tables, or duplicating document sections. There is a maximum of 30,000 rows of data allowed from all relationships combined.Įach Repeat By option has their own limits.The Parent Object, which is also the Starting Object in this DocGen Package is Account, and the child relationships are Opportunity, Quote, and Quote Line Item. Relationships from Other Objects that are up to two levels down.Opportunity is the parent starting object and the Account is the lookup relationship.Ī Relationship from a Parent/Starting Object that is three levels from the parent Relationship typeĬan only be created from the first parent object in Relationships from Starting Objects or Relationships from Other Objects. The following supported relationships can be created within your DocGen Package with these relationship types. You can extract and process data in one step. SOQL Query Relationships are perfect for users who are comfortable with SOQL or if there is a complex relationship that would be hard to express using another relationship type.Īpex Data Relationships are perfect for users who are comfortable with Apex. Use Stand Alone Data relationships to include data from objects that do not need or have a direct link to other objects in your DocGen Package. Use these when you want to create a relationship from an additional standard object Objects that are in a Salesforce org by default e.g. Relationships from Other Objects are similar to Salesforce Objects except they can start with any standard object rather than just the starting object for the DocGen Package. Starting Object relationships are known as the basic relationships. You can combine relationship types to get the required data for your DocGen Packages. There are five different types of relationships. Replicate data with repeat by options to build tables, groups of tables, or duplicate entire sections of your document, with unique data in each section. that represent what data is available for that DocGen Package.Īlias data so that you can identify tags or isolate data from a particular relationship in the Field Tagger A tool that displays tags for your template based on the object you're working with and easily inserts the field tags into your templates for your DocGen Package.įilter data so that tags only produce certain data in output documents. The tag is a placeholder for the value being retrieved from Salesforce and it gets replaced with the relevant information when the document is generated. The Field Tagger shows tags A prefilled word block that DocGen selects for fields in your DocGen Package. Relationships send the data within objects to your DocGen Packages A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate.

#Salesforce display master record data on child how to#

To watch video tutorials on how to use this Nintex capability, take the SELF: Nintex Drawloop DocGen - Expert in Nintex University. Different types of relationships between objects in Salesforce determine how they handle data deletion, sharing, and required fields in page layouts. Relationships are associations between objects Salesforce says, 'An object allows you to store information in your Salesforce organization.' that retrieve data that you can use in the documents you generate.