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The actual SOQL queries can be entered either manually or by using the powerful query builder. In most cases the query builder should be chosen. Only for complex queries with sub queries the manual entry flag should be selected.

Query Builder:image-20250117-084734.pngImage Removed

If the query builder is used (i.e. checkbox “Manual Entry” NOT checked), the sub-tab “Query Builder” shows two sections:

Param Query: An optional query used to define additional parameters that can be used in the data queries

Data Queries: A set of SOQL and the corresponding merge field mapping.

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By clicking “Add Query” a new SOQL query can be defined:

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Create the IdealDoc Template

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