I need to replicate data on a legal document we use. The document uses data from our custom Contracts object as well as our custom Program object. Our sales people can sell multiple Products in 1 opportunity which then become a Program for each product selected. If there are multiple Products sold, I need to show that in my Enrollment Form. Per screenshot below, each "Program" will have the below data needing to show up on our document.
So if there are 3 Programs, then all this needs to be replicated 3 times. I can't quite figure out what Copy Type would be best to use and how to set it up
Per the program object is this a one to many child object off the contract? If so to replicate this I would use "Table Replication". This will create a new table of data per record. I would guess you want to hide some gridlines for formatting but this should achieve the same desirved design and branding of the doc.
Let me know if this helps. If it does please mark as "Solved".