Multi-level grouping

  • 15 June 2017
  • 1 reply
  • 5 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

Badge +17

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.

Reply