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Parent Key:
Child Key:
Merge Fields:
The Query Builder includes our innovative mapping editor which allows to navigate and select SObject fields quick and easy. By typing in the “Filter Fields” form field, the available SObject fields are filtered dynamically. By clicking on a field from the list, the Mapped Name and API Name are automatically populated. The “Mapped Name” defines the merge field name which will be used in the Word Template. The proposed default value of this mapped name can be changed freely.
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Wildcard (*) can be used when filtering. For example by typing “*(>” all the lookup fields of the current SObject are displayed. When clicking on a green arrow of a lookup fields you can navigate to the related SObject.
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Copy Merge Fields
It is possible to copy individual merge fields or all merge fields at one (Copy All) into the clipboards to support the creation of the docx template.
When all fields of a non single records query are copied, the fields are automatically copied in a table format.
CAUTION:
The copy to clipboard function only works if the “new” Lightning Web Security is enabled in Salesforce under Setup → Security → Session Settings:
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Manual Query Entry
If for some reasons, subqueries are needed, the query needs to be entered manually. When entering queries manually the query builder cannot (and should not) be used anymore for this query. Here is an example of a manually entered query (and data mapping) including a subquery:
Data Queries:
[
{
"name": "AccountQuery",
"singleRecord": true,
"query": "SELECT Name, (SELECT FirstName, LastName, Email FROM Contacts) FROM Account WHERE Id = :recordId",
"mapping": {
"AccountName": "Name",
"ContactRecords": "Contacts.records"
}
}
]
Create the IdealDoc Template
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