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Related lists as tables

Show any related list of the record, like an opportunity's contact roles, as a table: drag it onto the page, pick its columns and how it looks, and preview it with real rows.

7 sections · 8 screenshots

A related list table has one row for each related record, filled from Salesforce when the document is created: the people on an opportunity, a quote's documents, a custom object's sites. You build it once in the template by dragging, and every document gets the rows from its own record. The examples use an opportunity's Contact Roles.

On this page

Find the related list

  1. Open the template in the editor. In the Salesforce tab on the right, check Used for is the object you send from, for example Opportunity or Quote.
  2. Open the Salesforce tab on the left. Used on shows the same object.
  3. Look under Related lists. The lists on the object's page layout come first, with the number of lists next to the heading.
  4. If the list you want isn't shown, type in Search related lists or choose View all to see every related list of the object.
The Salesforce tab on the left: Used on Opportunity, the Pricing table, and Related lists with Contact Roles and Quotes
Related lists in the Salesforce tab.

Drag it onto the page

  1. Drag the list, for example Contact Roles, onto the page. A blue line shows where the table will go.
  2. Let go. The table appears with the columns the list shows in Salesforce and two sample rows.
Dragging Contact Roles onto the page, with a blue line under the paragraph where it will land
Drag a related list to where the table should go.

You can also click the list instead of dragging it: the table goes below the block you selected.

The Contact Roles table on the page with Contact Name, Role, Title and Email columns and sample rows
The new table. Sample rows until a document is created from a record.

Choose the columns

While the table is selected, Fields on the left switches to the related list's fields, for example Contact Roles. Switch back to the record's own fields with the tab next to it.

  1. Select the table.
  2. In Fields, find the field. For a field on a related record, like the contact's phone, open the record under Related records (for example Contact).
  3. Drag the field onto the table. A blue line shows where the column goes. Or click the field to add it as the last column.
Dragging Business Phone from the Contact fields onto the right edge of the Contact Roles table
Drag a field onto the table to add a column.

To move or remove a column, hover its header and use the arrows or ×. To rename a header, select the table and change it under Columns in the Block tab, where you can also move and remove columns.

The Block tab for the table: Title, Columns with each field's name and arrows to move or remove it, and Total row
Columns and Total row in the Block tab.

To add up amounts, turn on Total row in the Block tab. Number and currency columns get a total.

Pick how it looks

  1. Select the table and open the Block tab.
  2. Under Design, pick Document style, Lines, Striped, Grid, Cards or List.
  3. Pick a Color, or leave Theme to use the document's.
  4. Turn Header row, First column in bold and Compact on or off.
Design choices for a table: Document style, Lines, Striped, Grid, Cards and List
Table designs.

Cards suit people, for example contact roles: one card per row. List suits short lists.

Contact roles shown as two cards, each with the person's name, role, title and email
The Contact Roles table with the Cards design and a green color.

See it with real rows

  1. Choose Preview as record at the top of the editor.
  2. Pick a record, for example an opportunity.
  3. The table fills with that record's related records. Choose Done to go back to sample rows.
Previewing Brightline Fleet Expansion: the Contact Roles table in the Striped design filled with Marcus Reyes and Dana Whitfield
Preview as record fills the table with the record's contact roles.

Rows come in the order of the related list on your page layout. A cell is empty when the field is blank on that record.

Pricing tables and related lists

For line items (quote lines, opportunity products, order products), use the Pricing table instead: it has quantities, prices, discounts and totals. A pricing table can also take its lines from a related list: see The pricing table.

If something's missing

What you seeWhat to do
The list isn't under Related listsSearch for it or choose View all. Only lists of the object in Used for are shown.
A field isn't in FieldsTally Sign reads Salesforce as the user who connected it, so it only sees fields that user can see. Give that user access to the field in Salesforce (field-level security), then reopen the editor.
The table has no rows in a documentThe record had no related records, or the connected user can't see them. Check the related list on the record in Salesforce.
You want to type the rows yourselfSelect the table and choose Type the rows in instead in the Block tab.

On the website: Any object·Pricing