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Future30506346drzf
Participant
June 14, 2023
Question

Salesforce related lists as table?

  • June 14, 2023
  • 1 reply
  • 606 views

I'm just installing Adobe Sign for Salesforce. I can see how to merge fields and fields from related records. But does Document Manager allow us to pull in a related list of records from the second Object?

Master Object 1
Related Child Object

I would then want to select fields from child record and display for all related records

Display:

Child Record 1 field 1, field 2
Child Record 2 field 1, field 2
etc.

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    1 reply

    C
    Community Manager
    Chhavi GargCommunity Manager
    Community Manager
    June 20, 2023

    @Future30506346drzf Thanks for reaching out! Document Builder allows you to pull in the related list of records from a Salesforce child Object. See how to create Document Builder templates.

    Let us know if you need further help!

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