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Multi-level grouping

  • June 15, 2017
  • 1 reply
  • 11 views

How can we implement multi-level grouping on the basis non Relational fields( like text, picklist, number) in salesforce.

I want data to create further 3 group in a grouped data and all these to grouping has to be done on the basis text Field.

eg :

 +- Group A

    ------------ Group 1

    ------------ Group 2

    ------------ Group 3

+- Group B

    ------------ Group 1

    ------------ Group 2

    ------------ Group 3

1 reply

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  • November 2, 2017

To do this, you will want to create a relationship between your data using the Relationships as part of the DDP setup. From there you will be able to create the structure needed to output within a tabular format in your document.

So start with the relation between Group A as the parent object and Group 1, 2, 3 as child objects. When you have that relationship setup correctly, you will then be able to replciate that for other groups and sub groups.