Related List

This is a section type used to display data from child objects related to the target object. For example: Displaying all Quote Line Items on a Quote document, Listing all Opportunity Products on an Opportunity.

• Select Related Object → Here, you choose the  target object’s  child object whose records you want to display as a table. E.g., Opportunity Products of an Opportunity. If an object is selected then only the configured fields are editable.
  
• Advanced Customization → Provides full creative freedom to design your own template.
  
• Apply Filters on Records → Filter the related records that appear in the table based on specific criteria.
  
• Configured Fields
   To configure the fields you need to select the related object.
  
  1. Object and Fields → This is where you define which data appears in the table (the columns). You will add fields from the related object you selected.
     
     • Action → Delete the added field and drag and drop the row.
       
     • API Name → The unique API name of the selected field.
       
     • Serial Number → Allows the user to add the serial number in the table.
       
     • Display Label → The column header text shown on the document you can give a custom name also.
       
     • Summary → Calculate totals and counts values for any numeric column (e.g., sum of all line item totals).
       
     • Merge Rows →  Combine multiple columns  into a single row.
       
     • Action →Allows the user to change the date and number formats according to the available options.

2. Layout & Format (Optional)→  The Layout & Format tab provides precise control over the visual structure and presentation of the Related List table in your generated document.

• Table Style → Applies a set of formatting to quickly style your table. i.e. Bordered or Borderless. The availability of Table Border Style, Border Width, Border Color and Apply outer border table depends on the selected table style—these options appear only when a Bordered table style is chosen.
  
• Table Border Style → Defines the overall border scheme for the entire table.
  
• Border Width → Sets the thickness of the table’s borders. This setting is required if a border style is selected.
  
• Border Color → Defines the color for the table borders.
  
• Apply outer border table → Applies only outer border to the table.
  
• Max Records → Limits the number of rows (child records) displayed in the table. This is crucial for preventing a table from spanning dozens of pages with irrelevant data.
  
• Display Related List Title → Controls the visibility of the table title.The availability of Related List Title size, Title Alignment, and Font color depends on the Display Related List Title —these options appear only when a Display Related List Title is on.

3. Header & Footer →  This section controls the visual appearance of the entire header and footer row in the document.

• Background Color →  Sets the color for the header’s background. This is often used for brand colors or to create a visual distinction from the data rows.
  
• Text Color →  Defines the color of the text within the header.
  
• Font Weight → Applies font size to the header text. i.e. Normal & Bold.
  
• Text Alignment → Controls the alignment of the header.(e.g., Left, Right, Center).
  
• Header Content Size → Applies font size to the header text.
  
• Border Configuration → The Border Configuration option allows you to apply borders to the header section. You can apply the border by selecting it on any side — top, bottom, left, or right.
  
• Show Footer → This switch controls whether the footer is visible on the document.The availability of Footer Background Color & Footer Content  depends on the show footer toggle .
  
• Footer Background Color →  If the footer is shown, this setting defines its background color.
  
• Footer Content →This option to add custom footer content to your document.
  
• Custom Footer Text → Enter the text you want to display as the footer for the table.

4. Row Styling → This is the setting that determines the overall styling behavior for all rows in the table.

• Row Style → Defines the style of table rows. Users can choose Plain or Striped (Odd/Even). Options for Even Row Background and Odd Row Background are available only when Striped (Odd/Even) is selected.
  
• Even Row Background → Defines the background color for rows in even-numbered positions (e.g., the 2nd, 4th, 6th rows, etc.).
  
• Odd Row Background → Defines the background color for rows in odd-numbered positions (e.g., the 1st, 3rd, 5th rows, etc.).
  
• Content Size → Applies font size to the table content.
  
• Content Alignment → Controls the alignment of the text within the table content.(e.g.,Left, Right, Center).
  
• Font Color →  The Font Color option defines the color of the text within the table content. Users can select the desired color to customize the appearance of the table text.
  
• Border Configuration → The Border Configuration option allows you to apply borders to the rows. You can apply the border by selecting it on any side — top, bottom, left, or right.

Odd Even

Plain

• Save → Saves and applies all configured settings in this section to the document content.
  
• Reset →  Discards all unsaved changes made in this section and reverts the settings to their last saved state.

Note: If the user adds only the top and bottom borders to the header, the left and right borders of the cells may overlap. And when you remove all borders from the header and keep only the left and right borders for the cells, the left and right borders still overlap.

In the Related List section type has the Advanced customization.