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This lesson will show you how to set up a document template to include a custom field table. Before trying this you should know how to create a simple document, which you can learn here.

Custom field tables

 

In SaasCase AgileCase it is possible to set up tables of custom fields within a case, to learn how to do this, follow this lesson.

Like any other field, these tables can be exported to a document using a template, however the process is a little more complicated than with standard fields.

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Your table will appear as you set it up in the template, with a row for each entry you have made in the field table in SaasCaseAgileCase.