...
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:
If the query builder is used (i.e. checkbox “Manual Entry” NOT checked), the sub-tab “Query Builder” shows two sections:
...
Parent Query:
Parent Key:
Child Key:
Merge Fields:
Manual Query Entry
Create the IdealDoc Template
...