> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/advanced-template-logic.md). # Advanced Template Logic - [Insert Data Tables](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists.md): Build dynamic S-Docs data tables with related lists and direct SOQL. Start here for task guides, Microsoft template patterns, and troubleshooting. - [How to: Filter and Sort a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-filter-and-sort-a-related-list.md): Use WHERE, ORDER BY, LIMIT, and relationship fields to return only the rows you need. - [How to: Format and Summarize a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-format-and-summarize-a-related-list.md): Apply column attributes, conditional output, and aggregate SOQL to make related lists easier to read. - [How to: Create a Table In Microsoft Templates (DOCX, PPTX)](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-create-a-table-in-microsoft-templates-docx-pptx.md): Build a DOCX related list table by placing a Word table between tableformat tags and mapping each column to a SOQL field. - [Additional Troubleshooting](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting.md) - [Intentional Text Overflow on Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/intentional-text-overflow-on-related-list.md) - [Conditional Formatting for Color of Cells in a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/conditional-formatting-for-color-of-cells-in-a-related-list.md) - [Formatting with GroupbySum](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/formatting-with-groupbysum.md) - [Single Query/Multi-Column List Output](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/single-query-multi-column-list-output.md) - [Use lineitemsSOQL for multiple filtered related lists](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/related-lists-display-same-values-converting-lineitems-to-lineitemssoql.md): Avoid shared filter behavior when one template contains more than one filtered related list. - [Use Conditional Logic](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic.md): Learn how to control template output with RENDER statements. Start with the tutorial, move to task-based guidance, then use the reference pages for syntax and examples. - [Quick Setup: Conditional Logic](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/conditional-logic-how-to.md) - [Quick Setup: Conditional Logic With Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/quick-setup-conditional-logic-with-microsoft-templates-docx-pptx-xlsx.md): Learn how to use RENDER statements in DOCX templates with bracketed Microsoft template syntax. - [Handle Escaped Characters in RENDER Statements](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/handle-escaped-characters-in-render-statements.md) - [Retrieve and Reuse Data](https://help.sdocs.com/sdocs/advanced-template-logic/named-query.md): Use SOQL once, then reuse returned values anywhere in your S-Docs template for calculations, headers, and dynamic content. - [How To: Advanced Data Retrieval with Named Queries](https://help.sdocs.com/sdocs/advanced-template-logic/named-query/how-to-advanced-data-retrieval-with-named-queries.md): Use aggregates, filters, offsets, and grouped results to return exactly the values you need from a named query. - [How To: Chain Named Queries with queryname2](https://help.sdocs.com/sdocs/advanced-template-logic/named-query/guide-for-using-queryname2.md): Use queryname2 when a second named query depends on a value returned by a first named query. - [Format Data with Template Attributes](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes.md): Learn how template attributes format values, related lists, and document layout in S-Docs. Start with the tutorial, jump to task guides, or use the reference for exact syntax. - [Template Attributes (How-to Guides)](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides.md): Task-based guides for common template attribute formatting and layout needs. - [How To: Format Currency Values](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-currency-values.md): Learn how to format currency amounts with symbols, separators, decimals, and related list columns. - [How To: Display Dates in Different Formats](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-dates-in-different-formats.md): Format Salesforce dates into readable US, long, European, or custom date patterns. - [How To: Format Date and Time Together](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-date-and-time-together.md): Show date and time together, including 12-hour, 24-hour, and timezone-aware output. - [How To: Show Checkboxes on Forms](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-show-checkboxes-on-forms.md): Display boolean fields as checkbox or radio images in PDF templates. - [How To: Convert Text to Uppercase or Lowercase](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-convert-text-to-uppercase-or-lowercase.md): Force text into uppercase or lowercase for addresses, emails, and document styling. - [How To: Create Multilingual Documents](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-multilingual-documents.md): Output translated values with Translation Workbench, substitute, or toLabel(). - [How To: Replace Values with Different Text](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-replace-values-with-different-text.md): Swap raw values for user-friendly labels with substitute and replaceAll. - [Picklist Values: Replace Semicolon with Comma](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-replace-values-with-different-text/picklist-values-replace-semi-colon-with-comma.md): Replace semicolon-delimited field output with commas in merge fields and related list columns. - [How To: Conditionally Show/Hide Table Columns](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-conditionally-show-hide-table-columns.md): Show or hide related list columns based on record conditions. - [How To: Display Different Values Based on Conditions](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-different-values-based-on-conditions.md): Render different cell values based on row-level conditions in lineitemsSOQL. - [How To: Format Line Items Without Tables](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-line-items-without-tables.md): Output related list data as text, not tables, using prefixes and postfixes. - [How To: Create Custom Table Layouts](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-custom-table-layouts.md): Build custom table structures with merged cells, colspan, and row control. - [How To: Add Custom Headers and Footers to Tables](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-add-custom-headers-and-footers-to-tables.md): Add custom headers, section breaks, and summary rows to related list tables. - [How To: Handle Null or Empty Values](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-handle-null-or-empty-values.md): Show fallback text when fields are null or empty. - [How To: Display Salesforce Encrypted Fields](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-salesforce-encrypted-fields.md): Show encrypted Salesforce field values in S-Docs and avoid common query sorting errors. - [How To: Generate Checks and Banking Documents](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-generate-checks-and-banking-documents.md): Use MICR and OCR formatting for checks and banking documents. - [How To: Work with Right-to-Left Languages](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-work-with-right-to-left-languages.md): Format templates for right-to-left languages like Hebrew and Arabic. - [How To: Number Table Rows](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-number-table-rows.md): Add row numbers to related list tables and control the starting index. - [How To: Create Multi-Page Documents with Page Breaks](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-multi-page-documents-with-page-breaks.md): Control page breaks and keep content together in multi-page documents. - [How To: Add Email Recipients from Related Lists](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-add-email-recipients-from-related-lists.md): Pull related list email addresses into To, CC, or BCC recipients. - [How To: Split Field Values into Individual Cells](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-split-field-values-into-individual-cells.md): Split field text into fixed-width cells for forms and character boxes. - [How To: Display Long URLs or Text Without Breaking Layout](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-long-urls-or-text-without-breaking-layout.md): Wrap long URLs or serial numbers without breaking the layout. - [How To: Work with Rich Text Fields](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-work-with-rich-text-fields.md): Preserve or strip formatting when working with rich text fields. - [Perform Calculations](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations.md) - [Error: Incorrect Format. First Argument in Date Arithmetic Should Be a Date](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations/error-incorrect-format.-first-argument-in-date-arithmetic-should-be-a-date.md) - [Math Tags Null Value Error: Ending Position Out of Bounds (22) Stack Invalid Double](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations/math-tags-null-value-error-ending-position-out-of-bounds-22-stack-invalid-double.md) - [Build Reusable Templates](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates.md) - [Component Template How-to Article](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article.md) - [Component (DOCX)](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/component-docx.md): Use DOCX component templates in DOCX parent templates. - [PDF-Upload as a Component](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/pdf-upload-as-a-component.md): Merge PDF-Upload templates into supported parent templates. - [Using Component Queries](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/using-component-queries.md): Repeat a component once per record returned by a SOQL query. - [Convert a Component Query to the Optimized Query Model](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/using-component-queries/convert-a-component-query-from-method-1-to-method-2.md) - [Combining Components with Render Logic](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/combining-components-with-render-logic.md): Use conditional logic inside component templates. - [Dynamic Components](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/dynamic-components.md): Choose which component to render at runtime based on Salesforce data. - [Adding Headers & Footers from Components in PDF Templates](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/adding-headers-footers-from-components-in-pdf-templates.md) - [Setup Translations](https://help.sdocs.com/sdocs/advanced-template-logic/translations.md): Choose the right translation method for the UI, picklist values, field labels, and document content. - [Translating Document Content](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-document-content-in-s-docs.md): Translate picklist values, field labels, and related list picklist output with Salesforce Translation Workbench. - [How to: Translate Merge Fields and Field Labels](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-document-content-in-s-docs/how-to-translate-merge-fields-and-field-labels.md): Use Translation Workbench to translate picklist merge field output, field labels, and related list values. - [Translating User Interface](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-the-s-docs-user-interface-ui.md): Reference for UI translation methods, supported screens, language matching, and troubleshooting. --- # Agent Instructions This documentation is published with GitBook. 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