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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At the start you should create a mergefield {MERGEFIELD TableStart:Case.Custom.Table.(name of the table)} and at the end you should make one {MERGEFIELD TableEnd:Case.Custom.Table.(name of the table)}. This will signal to the system that you are creating a table and will cause it to populate a row of information for each entry.
The screenshot above shows mergefields that have been copied out of AgileCase. These include the entities "Case.Custom.Table". These should be deleted when they have been copied across or, and should not be included if you are writing your own mergefields.
To create these mergefields, first press Alt+F9, this will activate Mail Merge mode. Then press Ctrl+F9 to insert a Mail Merge field, you will know this is successful as a set of squiggly brackets { } will appear.
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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.