7.7 Creating a Template with Selectable Rows

This lesson will show you how to create a template that can pull data from individual rows of a custom field table. This kind of template allows you to use a single template to create documents for each row in a custom table, rather than having to use a separate template for each. 

Create a Mergefield Using the "SelectRowNumber" Widget

In order to use a row select function in a template, you must include the "SelectRowNumber" widget.

To use the widget, enter the IF block- IF{MERGEFIELD RowNumber}= "{MERGEFIELD SelectedRowNumber}".

After you have done this, you can then construct your template as usual, using mergefields from your custom field table.

When Creating the Document, Select the Row you Want to be Populated

When you create a document using a selectable row template, you will be presented with an additional dropdown menu that allows you to select which row you want to use to populate the table. 

Document Populated with Information for the Selected Row

The screenshot above shows the content of a document created using the row that was selected above.