function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
AKAdminAKAdmin 

Word Mail Merge - Child Fields Not Showing Up in Document

I have two custom objects (Contracts & Contract Line Items).  I created a mail merge document to generate a quote based on data from the Contracts and Contract Line Items objects.  These objects have a one to many relationship (Contract is on the One side).  When I click the merge button everything works great except for the Line Items from the Many side of the relationship--these fields are blank in the Word doc.  I think maybe I'm not using the correct merge codes--does anyone have experience with this? 
 
This is an example of the merge codes that I used:
 
«CONTRACT_LINE_ITEM_START»«CONTRACT_LINE_ITEM_PRODUCT» 
 
«CONTRACT_LINE_ITEM_DESCRIPTION»
 
«CONTRACT_LINE_ITEM_SALE_PRICE»«CONTRACT_LINE_ITEM_END»
 
Please help!!
CongaMarkCongaMark
You can simultaneously merge data from multiple related child objects using Conga Merge (on the AppExchange). See the customization guide for guidance on the setup. You can also see the entire data set available for merging from the View Data link - makes it easy to see all the field names from related objects and their contents. Works with any objects, standard or custom.