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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.
How the Object Represents in Cloudy DocGen & Signer
The Template RelatedList Config object represents the configuration used to display a Salesforce Related List within a document generated from Cloudy DocGen & Signer. It is associated with a Template Section and defines how related Salesforce records should be retrieved, filtered, sorted, formatted, and displayed in the generated document.
The object provides configuration for the related object, relationship field, fields to display, filtering, sorting, table styling, headers, footers, conditional formatting, currency and percentage formatting, and custom HTML/CSS.
This enables related Salesforce data to be dynamically presented as structured tables or lists within a document template.
Why is it Used?
The Template RelatedList Config object is used to configure how related Salesforce records appear inside a document.
For example, a Quote document may need to display its related Quote Line Items, an Account document may need to display related Contacts, or an Order document may need to display related Order Products.
The configuration determines:
- Which related Salesforce object is displayed.
- How the related records are connected to the primary record.
- Which fields appear in the related list.
- Which records are included.
- How records are sorted.
- How the table is formatted.
- How empty columns, headers, and footers are handled.
- How currency and percentage values are displayed.
- Whether conditional formatting or custom HTML/CSS is applied.
Key Features
📋 Related List Generation
Display related Salesforce records dynamically within generated documents.
🔗 Salesforce Relationship Mapping
Define the Related Object and Relationship Field used to retrieve associated records.
🎯 Field Selection
Specify the Salesforce fields that should appear in the generated related list.
🔍 Advanced Filtering
Configure filter criteria and filter logic to control which related records are included.
🔢 Record & Sort Control
Limit the number of records displayed and define how records are sorted.
🎨 Table Styling
Customize table appearance, content styling, alternating rows, headers, and footers.
💰 Currency & Percentage Formatting
Apply specialized formatting to currency and percentage values displayed in related lists.
⚡ Conditional Row Formatting
Apply conditional styling to rows based on configured business conditions.
🧾 Related List Title
Configure whether a related list title is displayed and customize its content and styling.
🖥️ Custom HTML & CSS
Use custom HTML and CSS to control the presentation of related-list content when required.
📊 Advanced Summary
Configure summary information for related-list data where required.
Key Field Functionality
| Field | Purpose |
| Template RelatedList Config Name | Identifies the related-list configuration and provides its name. |
| Advanced Summary | Defines advanced summary configuration for calculating or presenting summarized related-list information. |
| Alternating Row Style | Defines styling for alternating rows in the related-list table to improve readability. |
| Apply currency formatting ? | Controls whether currency values in the related list use the configured currency formatting. |
| Apply outer border ? | Controls whether an outer border is applied around the related-list table. |
| Apply Percentage Formatting | Controls whether percentage values are formatted according to the related-list configuration. |
| Conditional Row Styling | Defines styling rules used to conditionally format related-list rows. |
| Currecy Format | Defines the currency format used when currency formatting is applied. |
| Custom CSS | Stores custom CSS used to customize the appearance of the related-list content. |
| Custom HTML Template | Stores a custom HTML structure used to render the related-list content. |
| Display Related List Title | Controls whether the related-list title is displayed in the generated document. |
| Enable Conditional Row Formatting | Enables conditional formatting rules for related-list rows. |
| Fields To Display | Defines the Salesforce fields that should be displayed in the related list. |
| Filter Criteria | Defines the conditions used to filter related records included in the generated related list. |
| Filter Logic | Defines how multiple filter criteria are combined when retrieving related records. |
| Footer Style | Defines the styling applied to the related-list footer. |
| Header Style | Defines the styling applied to the related-list header. |
| Hide Empty Columns ? | Controls whether columns with no available data are hidden from the generated related list. |
| Max Records | Defines the maximum number of related records displayed in the generated related list. |
| Related List Title | Defines the title displayed for the related list. |
| Relatedlist Title Configuration | Defines additional configuration and styling for the related-list title. |
| Related Object | Identifies the Salesforce object whose related records should be displayed. |
| Relationship Field | Identifies the field used to establish the relationship between the primary Salesforce record and the related object. |
| Show Footer | Controls whether the related-list footer is displayed. |
| Sort by | Defines the field or sorting configuration used to order related records. |
| Table Content Style | Defines the styling applied to the content within the related-list table. |
| Table Style | Defines the overall styling and appearance of the related-list table. |
| Template Section | Associates the related-list configuration with the parent Template Section where the related data will be displayed. |
| Use Custom Html/Css | Controls whether custom HTML and CSS are used to render and style the related list. |
Example Business Scenario
Scenario: Display Quote Line Items in a Proposal
A sales team generates a customer proposal from a Salesforce Quote. The proposal needs to include a table showing the products included in the quote. The administrator creates a Template Section for the product information and configures a Template RelatedList Config within that section.
The Related Object is configured to retrieve the required related records, while the Relationship Field establishes the connection to the Quote.
The administrator then uses Fields To Display to select information such as product name, quantity, unit price, discount, and total price.
Filter Criteria and Filter Logic can be used to control which quote line items are included. Sort by determines their display order, while Max Records can limit the number of records shown.
The administrator can then configure Table Style, Table Content Style, Header Style, Footer Style, Alternating Row Style, and Related List Title to create a professional presentation.
Currency formatting can also be enabled for pricing fields, and conditional row formatting can be used when specific business conditions need visual emphasis.
Outcome:
Template RelatedList Config enables Cloudy DocGen & Signer to dynamically retrieve, filter, format, and display Salesforce related records as professional document tables without manually entering the data.
SEE ALSO :
____👉 Document Record