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Insert Data Tables

Build dynamic S-Docs data tables with related lists and direct SOQL. Start here for task guides, Microsoft template patterns, and troubleshooting.

Use this section when you need repeating data tables in an S-Docs template.

In S-Docs, most tables are built with related lists powered by direct SOQL.

Use this section to choose the right path for row selection, output formatting, Microsoft template layout, and troubleshooting.

The query logic stays the same across formats. Microsoft templates use a different table wrapper around the same related list pattern.

Start with the path that fits your goal

If you need to return the right rows, start with filtering and sorting.

If the query already works, move to formatting, summaries, and cleaner output.

If you are building DOCX, or PPTX output, use the Microsoft template guide.

Getting Started with Related Lists

Learn the core related list pattern, then build your first repeating table.

Adding Tables (Like Products or Contacts) to Your Document

Filter and Sort a Related List

Use WHERE, ORDER BY, LIMIT, and relationship fields to return the right rows.

How to: Filter and Sort a Related List

Related List Reference

Use the reference when you need structure, syntax, and deeper examples.

Related List References

What you can do with data tables

  • Extract child records into repeated rows.

  • Filter, sort, and limit records using direct SOQL.

  • Format dates, currency, and handle blank values in table output.

  • Create grouped summaries and calculate aggregate totals.

  • Render repeating tables in PDF and Microsoft templates.

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Related note

Use Retrieve and Reuse Data when you need query results in a sentence, header, footer, or calculation instead of a table.