Note: The most commonly used workflow involves launching documents from within a Salesforce Opportunity. For this reason, we recommend building your table in a template and then launching from an Opportunity in order to test. Alternatively, you can connect an Opportunity to your document within Octiv and build your table there.

You can pull data from Salesforce into your Octiv documents to create an auto-generated table. Most clients choose to launch their Octiv documents from Opportunities. By default, Opportunities have an OpportunityLineItems child object, which is what we use in our example pricing table below.

With the Fall 2016 Release, this process can now be accomplished using the Octiv UI.

Note: Even with the UI, this can be a confusing process and takes some getting used to. If you run into issues, please submit a ticket to our technical support team.

CREATING AN AUTO-GENERATED TABLE

This basic pricing table will work if you are using the standard fields in Salesforce. Use the following steps to create an auto-generated table. If you want to see an example rendered table, scroll to the bottom of the page.

  1. Create a table that has three rows and as many columns as you need
  2. Define the table as a Pricing Table by right clicking over the table and going to Table Properties => Class => Pricing TableTable Properties
  3. Define the table Header by right clicking 0n the first row and going to Row => Row properties => Row type => HeaderHeader
  4. Follow the same procedure as in step 3 to define the third row as the Footer. Choose Row Type => Footer
  5. Choose the Data Source for your table
    • Click on the gear icon in the upper right corner of the table to open the Pricing Table Data SettingsPricing Table Data Settings
    • Select OpportunityLineItems as the Data Source and click SaveOpportunityLineItems
  6. Fill in the table
    • Type your column headers into the first row (in the sample table below in black highlighting with white text)
    • In the middle (body) row, type “%” to get the drop-down list of variables, select a product variable. If you don’t see the variable you are looking for, it may not be mapped to Octiv. Reference this article for information on how to accomplish variable mapping.
    • If you want a totals row, use the table footer (below in green). Octiv allows aggregator functions to be used in each column of the footer. The syntax is as follows: [FUNCTION_NAME(variable_name)]
    • If you want to use SUM, as in the example below, simply change out the variable being summed to match the variable you are using.
    • Cells can be set to show data in a certain format; right-click on the cell and go to Cell => Cell Properties => Class and choose your desired format.
  7. Optional: Sort the order of the line items in the table
    • Click on the gear icon in the right-hand corner of the table to open the Pricing Table Data Settings
    • Choose the value you want to sort by from the Sort By drop-down menu
    • Click SavePricing Table
  8. Optional: Filter the line items that will populate the table based on the value of a field from Salesforce
    • Click on the gear icon on the right-hand side of the table to open the Pricing Table Data Settings
    • Click Add Filter
    • In the Variable drop-down menu, choose the variable you would like to filter by
    • Choose your desired operator from the Operator drop-down menu
    • Enter the value to which you would like to compare your variable
    • Choose a data type that matches the type of the value to which you are comparing>
    • You see the encoded expression in the Expression field
    • Click Save

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