This article introduces the procedure for grouping child records by record values and outputting documents in Office File Creator.
This feature is available in Office File Creator Pro.
Output Sample
As an example, the Products related to the Opportunity are output as a group by product type.
Merge Fields Settings
Header rows
The first line of the header row sets the merge field for the product type of the group field.
Detail rows
Set the merge fields for the child record's details.
Footer rows
Outputs the total amount for each group. Set the merge field {!OpportunityLineItems.Sum(TotalPrice)} using the aggregate function. One row of blank space is output between groups, so the footer has two rows.
*If the group field is a formula field, the aggregate function cannot be used.
Reference: Functions for Merge Fields
OFC_Child Object Option Record Settings
Create the OFC_Child Object Option record and enter the field values in the "(Pro) Group Data" section.
(Excel) Group Field API Name: Enter the field ProdcutType__c to be grouped.
(Excel) Number of Group Header Rows: Set the number of header rows 2.
(Excel) Number of Group Footer Rows: Set the number of footer rows 2.
Set the sorting.
Output File
Reference
Group Output of Child Records (Excel)
