Cloudy DocGen & Signer Knowledge Base

Template RelatedList Config

The Template RelatedList Config defines how related child records are displayed within a
document generated from a template. This configuration allows you to include lists of related
data (e.g., Opportunity Products, Contacts, or Tasks) in a structured and meaningful way,
ensuring that documents accurately reflect Salesforce data.

Additionally, the Template RelatedList Config allows users to apply custom CSS, giving full
control over the appearance and styling of the related list table and its content, including fonts,
colors, borders, spacing, and other formatting options.

Check box Functionality:

  • Show Footer: When enabled, displays a footer at the bottom of the related list table in the document.
  • Display Related List Title: When enabled, shows the title of the related list table (e.g., “Opportunity Products”) at the top of the section in the document for clarity and context.