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Grouping Repeating Data with Additional Information in Word using TablegroupStart and TablegroupEnd

In addition to TableGroup, you can also group on a value in a table by including a pair of special merge fields, {{TableGroupStart:DatasetName:FieldName}} and {{TableGroupEnd:DatasetName:FieldName}}.

TableGroupStart is very similar to TableGroup in that it lets you group on a field in your detail data; however, TableGroupStart adds the benefit of displaying multiple field values within the heading.

 Do not mix and match the Tablegroupstart and End method with the Tablegroup method. You must pick one method for your template. Tablegroup does not work in Mail Merge.

TableGroupStart and TableGroupEnd

Syntax

{{TableGroupStart:DatasetName:FieldName}}{{TableGroupEnd:DatasetName:FieldName}}

Values

DatasetName corresponds to the name of the dataset from the Template Builder window.

FieldName corresponds to a field name displayed on the Template Builder window and is the field on which you want to group the data.

Notes

These fields must exist in a single table cell.

The FieldName in the {{TableGroupStart}} and {{TableGroupEnd}} fields must not contain hyphens (-) or colons (:). If your FieldName does contain these, use the SCHP parameter.

The field names for {{TableStart}} and {{TableEnd}} cannot be abbreviated and both must be placed within the same row of the detail table.

Usage

{{TABLEGROUPSTART:OPPLINEITEMS:OPPORTUNITY_LINEITEM_PROD_FAMILY}}
{{OPPORTUNITY_LINEITEM_PROD_FAMILY}} - {{OPPORTUNITY_PRICEBOOK2_NAME}} Price Book
Prices valid for 30 days from quote date.
{{TABLEGROUPEND:OPPLINEITEMS:OPPORTUNITY_LINEITEM_PROD_FAMILY}}

Product Quantity Total Price
{{TABLESTART:OPPLINEITEMS}}
{{OPPORTUNITY_LINEITEM_
PRODUCTNAME}}
{{OPPORTUNITY_LINEITEM_QUANTITY}} {{OPPORTUNITY_
LINEITEM_TOTALPRICE}}
{{TABLEEND:OPPLINEITEMS}}

Returns on merge

Products Price Book
Prices valid for 30 days from quote date.
Product Quantity Total Price
GenWatt Diesel 1000kW (Products) 2 200000
GenWatt Gasoline 2000W (Products) 1 150000

 

Service Price Book
Prices valid for 30 days from quote date.
Product Quantity Total Price
Installation: Industrial - Medium (Services) 1 50000
SLA: Silver (Services) 1 20000