Full Use Case:
I have 4 records on a related list and I print them to a document:
But let’s say there is a field on each record called Team with two values, “Team A” and “Team B”. If Records 1 and 2 have “Team A” in this field and Records 3 and 4 have “Team B” in this field, would it be possible to group these records by this field so the output to the document would look like:
Thereby the records are all group by the value of a specific field. How can I configure this use case?
You can split the merge of the related lists with a filter on the group. You can also develop a sorting of the related list to sort by the group. If you need assistance with configuring this, we have a team of consultants at Ramsey Solutions if you would like to be connected.