In this video we will show you how you can display data from a Salesforce Table in your PDF mapping.
We will show you:
- A form we've already set up to pull an opportunity and its products.
- This form also triggers document generation,, based on a PDF mapping
- How we used to display multiple records only by using a Section in the form.
- How you can now do the same with a Table.
- How to remove the Section and replace it with a Table.
- How to set up the Table: columns Name, Quantity and Price.
- Set up the Table mapping to Salesforce.
- Open the Dynamic PDF mapping
- How to Insert table fields to the PDF.
- How to publish the form and test the PDF.
- Asking us questions is the fastest and most affective way to get assistance.
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- Browse our topics directory to find the feature you are looking for.
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