cancel
Showing results for 
Search instead for 
Did you mean: 
Workflow Hero

Order Related Records In Word Document

Jump to solution

Hi all,

Hopefully this is an easy question. I have a DDP that I'm using to generate a Word Document from a record in Salesforce and need to order the Related records in ascending or descending order in a table. I have the Related List in the order that I need it in Salesforce, but when generating the DDP, that order does not carry through to my Word Document. Is it possible to define the ordering of the replicated rows in the word doc?

Thanks!

John 

0 Kudos
Reply
2 Replies
Community Manager Community Manager
Community Manager

Re: Order Related Records In Word Document

Jump to solution

John,

This should be done in the DDP. When configuring the DDP, you should be able to set the Order By on the related field relationship.

In my example I have the Opp and want to pull in related Task against that opp. When I setup the relationship it allows me to define how I order the tasks being pulled in. Let me know if that helps.

0 Kudos
Reply
Workflow Hero

Re: Order Related Records In Word Document

Jump to solution

Thanks, Eric. That solves it.

John

0 Kudos
Reply