Related List Structure

Model:

<!--{{!
<lineitemsSOQL>
<class>table892</class>
<soql>select name, amount, custom_field__c from opportunity order by id desc limit 30</soql>
<column>name</column>
<column>amount</column>
<column>custom_field__c</column>
</lineitemsSOQL>
}}-->

1

<!--{{! and }}-->

Purpose

S-Docs processing block markers

• <!--{{! tells S-Docs: Start processing this block as S-Docs markup
• }}--> tells S-Docs: Stop processing S-Docs markup

They also appear as HTML comments so the content isn’t visible if the template is loaded elsewhere.

2

<lineitemsSOQL>

Purpose

This tells S-Docs to execute Direct SOQL — a runtime SOQL query — and render the results in the document.

Key traits:

• Runs a real SOQL query during document generation
• Not limited to objects related to the base record
• Useful for large datasets, filtering, grouping, and dynamic data retrieval
• Results are used to build rows in a table (unless <class>none</class> is used)

This is the core wrapper around all parts of your related list code.

3

<class>

Purpose

Specifies the CSS class applied to the generated table.

• S-Docs uses classes like table1, table892, etc., to apply default table formatting
• You can style this class in the template’s stylesheet
• If you don’t want a table, set: <class>none</class> (then S-Docs outputs plain text values without a table wrapper)

This controls presentation, not data.

<style type="text/css">table.table892 {border:solid black 1px; border-collapse:collapse; border-spacing:0px;font-family:Arial Unicode MS,sans-serif; font-size:8pt; width:99%;margin-left:1px;}
  	.table892 tr {page-break-inside:always;margin-top:1px;}
	.table892col0, .table892col1, .table892col2 {border:solid black 1px;text-align:left;font-weight:normal;font-size:8pt;font-family:Arial Unicode MS,sans-serif;height:22px;}
</style>

4

<soql>

Purpose

Defines the exact Salesforce SOQL query S-Docs should run.

Your example:

<soql>select name, amount, custom_field__c from opportunity order by id desc limit 30</soql>

This retrieves:

• the 30 most recent Opportunities
• sorted by Id descending
• returning the fields: Name, Amount, Custom Field

In a Direct SOQL block:

• <soql> overrides <ListName> and <where> if they exist
• It supports aggregates (SUM, COUNT), subqueries, GROUP BY, ORDER BY, etc.
• S-Docs merge fields can be included in SOQL queries

Use this tag to ensure specific/advanced data retrieval.

5

<column>

Purpose

Each <column> defines one column in the generated output table.

Example:

<column>name</column>

This tells S-Docs:

• For each row returned from the SOQL query
• Pull the name field
• Display it as a table column (in order listed)

Columns must match the SOQL fields or aliases.

For example:

<column>amount</column>
<column>custom_field__c</column>

Optional attributes you could use:

• format-number="#"
• format-date="M/d/yyyy"
• prefix="$"
• postfix=" units"
• replaceall="value1,replace1,value2,replace2"
• colspan="2"

These control table layout and formatting.

---

Summary Table

Tag	Meaning
<!--{{! / }}-->	S-Docs processing block markers
<lineitemsSOQL>	Starts a Direct SOQL block (run real SOQL)
<class>	Styling for the generated table (use none for no table)
<soql>	The actual SOQL query S-Docs executes
<column>	Defines each output column in the result table

Full Example:

<style type="text/css">table.table892 {border:solid black 1px; border-collapse:collapse; border-spacing:0px;font-family:Arial Unicode MS,sans-serif; font-size:8pt; width:99%;margin-left:1px;}
  	.table892 tr {page-break-inside:always;margin-top:1px;}
	.table892col0, .table892col1, .table892col2 {border:solid black 1px;text-align:left;font-weight:normal;font-size:8pt;font-family:Arial Unicode MS,sans-serif;height:22px;}
</style>
<table class="table892">
	<thead>
		<tr>
			<th class="table892header">name</th>
			<th class="table892header">amount</th>
			<th class="table892header">custom_field__c</th>
		</tr>
	</thead>
	<tbody><!--{{!
<lineitemsSOQL>
<class>table892</class>
<soql>select name, amount, description from opportunity order by id desc limit 30</soql>
<column>name</column>
<column>amount</column>
<column>custom_field__c</column>
</lineitemsSOQL>
}}-->
	</tbody>
</table>