Sort related lists and tables
Related lists and tables can be sorted to a specific order when using the template builder in the Drive Connect app. Use this tool to display the most important information first in your lists and data tables in a logical manner.
Note: Merge fields in a data table must all have the same sorting criteria in order for the document to generate.
Sort related lists on your template
- Choose the template you would like to edit
- Choose a related object from the Field or Related Object dropdown list
- Choose the field from that related object you would like to display
- Click on the filter and sort button
- Click on the Sort By drop down and choose the determining field for sorting
- Choose whether the field should be sorted ascending or descending
- Copy the merge field and add it to your Google Doc
Table example: Displaying products from an Opportunity using the sort filter on name ascending
All products from an Opportunity (no filter)
Merge Table
Product | Sales Price | Quantity | Total Price |
{{!Opportunity.r.OpportunityContactRoles.Contact.Name}} | {{!Opportunity.r.OpportunityContactRoles.Contact.Email}} | {{!Opportunity.r.OpportunityContactRoles.Contact.Phone}} | {{!Opportunity.r.OpportunityContactRoles.IsPrimary::true::false}} |
Result
Product | Sales Price | Quantity | Total Price |
CRM Deployment | $10,000 | 1.00 | $10,000 |
Maintenance | $7,500 | 1.00 | $7,500 |
SEO | $8,000 | 1.00 | $8,000 |
Architecture | $5,600 | 1.00 | $5,600 |
Website Deployment | $12,000 | 1.00 | $12,000 |
All Products on an Opportunity using sort on the product name ascending
Merge Table
Product | Sales Price | Quantity | Total Price |
{{!Opportunity.r.OpportunityLineItems::ORDER_BY(Name,ASC).Product2.Name}} | {{!Opportunity.r.OpportunityLineItems::ORDER_BY(Name,ASC).UnitPrice::Symbol}} | {{!Opportunity.r.OpportunityLineItems::ORDER_BY(Name,ASC).Quantity}} | {{!Opportunity.r.OpportunityLineItems::ORDER_BY(Name,ASC).TotalPrice::Symbol}} |
Result
Product | Sales Price | Quantity | Total Price |
Architecture | $5,600 | 1.00 | $5,600 |
CRM Deployment | $10,000 | 1.00 | $10,000 |
Maintenance | $7,500 | 1.00 | $7,500 |
SEO | $8,000 | 1.00 | $8,000 |
Website Deployment | $12,000 | 1.00 | $12,000 |