Insert Table for displaying multiple records in Word document

Last updated Apr 12 2020

In this example we will show you how to insert a table, using FormTitan add-in for Word and how to populate it with Contacts that belong to a certain SF Account.

We’ll show you how to:
- Add the Table to the layout (with Right click menu)
- Set the number of columns, the object and comment.
- Configure the columns: First Name, Last Name  and a reference field -Account Name.
- Apply styling
- Configure the Preview Filter for the table
- Preview the document




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