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For newly created queries a default query name gets generated which should be changed to a meaningful name.

Single Record:

By selecting the checkbox “Single Record” we can indicate that this query will always return exactly one entry. The impact of selecting the “Single Record” checkbox is that all the defined merge fields will be available directly in the Word template without iterating through list entries.

Sort Descending:

SObject:

Where Condition:

Group Condition:

Parent Query:

Parent Key:

Child Key:

Create the IdealDoc Template

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