Build tables, group tables, or duplicate document sections
Replicate data with copy types to build tables, group tables, or duplicate entire sections of your document, with unique data in each section.
Copy Types
| Copy Type | Description |
|---|---|
| Section | Duplicate an arbitrary section of your document, with unique data in each section. |
| Table |
Duplicate tables, with unique data in each table. |
|
Row |
Duplicate rows, with unique data in each row. |
|
Group |
Duplicate tables grouped by a particular field type. For more information, see Group data in tables. |
|
Hierarchy |
Create slides with a hierarchy of relationships based on a particular field type. |
Copy Type limitations
Copy Types are not supported across every relationship or template type. Some templates don't support certain combinations of Copy Types.
Copy Type support by relationship and template type
|
Copy Type |
Support |
|
||||||
|---|---|---|---|---|---|---|---|---|
|
Microsoft template types
|
Nintex Drawloop DocGen® for Salesforce Relationships |
|
||||||
|
Word |
PowerPoint |
PDF/ |
Salesforce Object |
Unrelated Data |
Apex Data |
SOQL Query |
Top Level |
|
| Section | X |
|
X | X | X | X |
|
|
| Table | X | X (Slide replication) |
|
X | X | X | X |
|
| Row | X | X |
X |
X | X | X | X |
|
| Group | X | X |
|
X | X | X |
|
|
| Hierarchy | X | X |
|
X | X | X | X |
|
Supported combinations by template type
|
Copy Type combinations |
Microsoft template types
|
||
|---|---|---|---|
|
Word |
PowerPoint |
Excel/PDF |
|
| Row | X | X | X |
| Table | X | X (Slide replication) | |
| Table + Row | X | X (Slide replication + Row) | |
| Section | X | ||
| Section + Row | X | ||
| Section + Table | X | ||
|
Section + Section |
X |
|
|
|
Section + Table + Row |
X |
|
|
|
Section + Section + Row |
X |
|
|
|
Section + Section + Table |
X |
|
|
|
Section + Section + Section |
X |
|
|