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Param Query: An optional query used to define additional parameters that can be used in the data queries. The only query parameter available to the param query is the id of the current record (:recordId). Using this paramter in the where condition some additional query parameters can be queried.
For example when querying the LastModifiedDate as “accountLastModDate” the additional query parameter :accountLastModDate can be used in the data queries below.
For example: “AccountId = :recordId AND ActivityDate < :accountLastModDate”
Data Queries: A set of SOQL and the corresponding merge field mapping.
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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.
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In case a query field was defined with a sort order, whether to sort ascending or descending
SObject:
The SObject this query should be based on. The SObject can be selected through the autocomplete dropdown. To close the dialog, press enter. Query fields can only be selected once an SObject has been selected. Once one or more query fields have been defined, the SObject cannot be changed anymore.
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Where Condition:
The where condition of the corresponding SOQL query. The id of the record from where the document creation process was started is available as query parameter :recordId.
For example:
“Id = :recordId" queries the current record.
“AccountId = :recordId" queries all the child records of the current Account with recordId = :recordId
Additional default query parameters:
:currentUserId: Id of the currently logged in User
:now: Current Date and Time
:today: Todays date
Group Condition:
Parent Query:
Parent Key:
Child Key:
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