I am trying to add Product Line Item Schedules into a table and need to include Product Code, Quanity, Revenue and Date for each line item (below). is there a way to do this from an Opportunity object?
Hi Lisa Hayes,
Drawloop has the ability to replicate rows, tables or both for your Salesforce child records inside of Microsoft Word documents dynamically depending on what is related to your Document Package Object. This requires both a relationship and replication tag.
This help link here will assist you setting this up.
Retrieving data ...