# 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.

Tally Sign Support › [Salesforce](https://www.tallysign.com/support/salesforce)

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**.

## 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](https://www.tallysign.com/university/salesforce/related-lists-panel.png)

*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](https://www.tallysign.com/university/salesforce/related-list-drag.png)

*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](https://www.tallysign.com/university/salesforce/related-list-added.png)

*The new table. Sample rows until a document is created from a record.*

> **Why it matters:** The table only saves which list and which columns to show. Each document fills it from its own record, so one template works for every opportunity.

## 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](https://www.tallysign.com/university/salesforce/related-list-add-column.png)

*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](https://www.tallysign.com/university/salesforce/related-list-columns.png)

*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](https://www.tallysign.com/university/salesforce/related-list-design.png)

*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](https://www.tallysign.com/university/salesforce/related-list-cards.png)

*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](https://www.tallysign.com/university/salesforce/related-list-preview.png)

*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](https://www.tallysign.com/support/revenue-cloud/quote-lines#block).

## If something's missing

| What you see | What to do |
| --- | --- |
| The list isn't under **Related lists** | Search for it or choose **View all**. Only lists of the object in **Used for** are shown. |
| A field isn't in **Fields** | Tally 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 document | The 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 yourself | Select the table and choose **Type the rows in instead** in the **Block** tab. |

Next guide: [Who signs (signer rules)](https://www.tallysign.com/support/salesforce/who-signs)

Source: https://www.tallysign.com/support/salesforce/related-lists