1. You can also include the related list fields from child object(s) into the Template . Please note that the related lists may be represented only within tables so the rows can repeat with multiple values.
    1. You can make border of table invisible if you don’t want it to look like a table. See this Google article for more detail on how to format tables.
    2. You can only merge related fields from one child object in each table. If you would like to merge from multiple child objects on your template, you will need to separate the tables (can inset a table within a table).
  2. Select Base Object. The menu will appear with all child objects that are related to the master object.
    1. In the screenshot below we want to show Opportunity Line Items in a table. So we will be selecting Opportunity as a master object and Opportunity Line Item as a child object.
  3. Select Child Object and pick the field you wish to merge from the list of fields.
    1. If you are having issues with your related list field not merging a value on the document, see this article for more detail.
  4. You can set a filter and sorting option for the entire table by adding it once to any of the fields you’re merging into the table.
  5. Copy Merge Field Code and paste it into the table on your template.
  6. Click “Go Back” button when your document is ready, all changes are automatically saved in your Google Doc.
    RS Documents Revised Documentation (1)