Every Enter is a Paragraph in MS Word, also bullet-point or numbered lists are paragraphs. You can repeat these or add criteria to show or hide paragraphs.
Example: #
In the above screenshot ProductName and price are repeated without a need of table, so you can use PARAGRAPGH.
- Create Data Source with SOQL type and returns List of sObjects and form a query with all required fields
- Create Doc Config of type Main Word Document and open the pdf builder to create Configtypes for all the merge fields you need.
- Open PDF Builder and add your Data Source, download the template with merge fields here and upload it in the Doc Config.
- Create Configtypes as below
- ParaProdName mergefield should be mapped to PARAGRAPH Configtype, so that PDF Builder will know that it is start of paragraph. To this PARAGRAPH ConfigType, create SINGLE Configtypes for ParaProdName and ParaProdPrice Mergefields as Child Configtypes.
- You can add any criteria rules to your configtypes depending on your requirements.
- Generate the document from any opportunity record(with products) after adding Doc Config Id in the opportunity layout.
